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PACIFICORP WELFARE BENEFITS PLAN NO. 534 401k Plan overview

Plan NamePACIFICORP WELFARE BENEFITS PLAN NO. 534
Plan identification number 534

PACIFICORP WELFARE BENEFITS PLAN NO. 534 Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Collectively bargained welfare benefit arrangement under Code section 419A(f)(5).

401k Sponsoring company profile

PACIFICORP has sponsored the creation of one or more 401k plans.

Company Name:PACIFICORP
Employer identification number (EIN):930246090
NAIC Classification:221100

Additional information about PACIFICORP

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1987-08-11
Company Identification Number: 8529786
Legal Registered Office Address: 780 COMMERCIAL STREET SE

SALEM
United States of America (USA)
97301

More information about PACIFICORP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PACIFICORP WELFARE BENEFITS PLAN NO. 534

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5342022-01-01
5342021-01-01
5342020-01-01
5342019-01-01
5342018-01-01
5342017-01-01JULIE LEWIS
5342016-01-01JULIE LEWIS
5342016-01-01
5342015-01-01JULIE LEWIS
5342014-01-01JULIE LEWIS JULIE LEWIS2015-10-14
5342013-01-01ERICH D. WILSON ERICH D. WILSON2014-10-10
5342012-01-01ERICHWILSON ERICH WILSON2013-10-11
5342011-01-01ERICH D. WILSON ERICH D. WILSON2012-10-15
5342010-01-01ERICH WILSON ERICH WILSON2011-10-14
5342009-01-01ERICH D. WILSON ERICH D. WILSON2010-10-14

Plan Statistics for PACIFICORP WELFARE BENEFITS PLAN NO. 534

401k plan membership statisitcs for PACIFICORP WELFARE BENEFITS PLAN NO. 534

Measure Date Value
2022: PACIFICORP WELFARE BENEFITS PLAN NO. 534 2022 401k membership
Total participants, beginning-of-year2022-01-015,431
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-014,753
Number of other retired or separated participants entitled to future benefits2022-01-01954
Total of all active and inactive participants2022-01-015,707
2021: PACIFICORP WELFARE BENEFITS PLAN NO. 534 2021 401k membership
Total participants, beginning-of-year2021-01-015,508
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-014,723
Number of other retired or separated participants entitled to future benefits2021-01-01883
Total of all active and inactive participants2021-01-015,606
2020: PACIFICORP WELFARE BENEFITS PLAN NO. 534 2020 401k membership
Total participants, beginning-of-year2020-01-015,445
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-014,630
Number of other retired or separated participants entitled to future benefits2020-01-01868
Total of all active and inactive participants2020-01-015,498
2019: PACIFICORP WELFARE BENEFITS PLAN NO. 534 2019 401k membership
Total participants, beginning-of-year2019-01-015,339
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-014,527
Number of other retired or separated participants entitled to future benefits2019-01-01900
Total of all active and inactive participants2019-01-015,427
2018: PACIFICORP WELFARE BENEFITS PLAN NO. 534 2018 401k membership
Total participants, beginning-of-year2018-01-015,229
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-014,394
Number of other retired or separated participants entitled to future benefits2018-01-01955
Total of all active and inactive participants2018-01-015,349
2017: PACIFICORP WELFARE BENEFITS PLAN NO. 534 2017 401k membership
Total participants, beginning-of-year2017-01-015,124
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-014,319
Number of other retired or separated participants entitled to future benefits2017-01-01915
Total of all active and inactive participants2017-01-015,234
2016: PACIFICORP WELFARE BENEFITS PLAN NO. 534 2016 401k membership
Total participants, beginning-of-year2016-01-015,038
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-014,260
Number of other retired or separated participants entitled to future benefits2016-01-01864
Total of all active and inactive participants2016-01-015,124
2015: PACIFICORP WELFARE BENEFITS PLAN NO. 534 2015 401k membership
Total participants, beginning-of-year2015-01-014,857
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-014,225
Number of other retired or separated participants entitled to future benefits2015-01-01813
Total of all active and inactive participants2015-01-015,038
2014: PACIFICORP WELFARE BENEFITS PLAN NO. 534 2014 401k membership
Total participants, beginning-of-year2014-01-014,864
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-014,113
Number of other retired or separated participants entitled to future benefits2014-01-01744
Total of all active and inactive participants2014-01-014,857
2013: PACIFICORP WELFARE BENEFITS PLAN NO. 534 2013 401k membership
Total participants, beginning-of-year2013-01-014,902
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-014,157
Number of other retired or separated participants entitled to future benefits2013-01-01707
Total of all active and inactive participants2013-01-014,864
2012: PACIFICORP WELFARE BENEFITS PLAN NO. 534 2012 401k membership
Total participants, beginning-of-year2012-01-014,765
Total number of active participants reported on line 7a of the Form 55002012-01-010
Number of retired or separated participants receiving benefits2012-01-014,261
Number of other retired or separated participants entitled to future benefits2012-01-01641
Total of all active and inactive participants2012-01-014,902
2011: PACIFICORP WELFARE BENEFITS PLAN NO. 534 2011 401k membership
Total participants, beginning-of-year2011-01-014,739
Total number of active participants reported on line 7a of the Form 55002011-01-010
Number of retired or separated participants receiving benefits2011-01-014,248
Number of other retired or separated participants entitled to future benefits2011-01-01517
Total of all active and inactive participants2011-01-014,765
2010: PACIFICORP WELFARE BENEFITS PLAN NO. 534 2010 401k membership
Total participants, beginning-of-year2010-01-014,725
Total number of active participants reported on line 7a of the Form 55002010-01-010
Number of retired or separated participants receiving benefits2010-01-014,239
Number of other retired or separated participants entitled to future benefits2010-01-01500
Total of all active and inactive participants2010-01-014,739
2009: PACIFICORP WELFARE BENEFITS PLAN NO. 534 2009 401k membership
Total participants, beginning-of-year2009-01-014,823
Total number of active participants reported on line 7a of the Form 55002009-01-010
Number of retired or separated participants receiving benefits2009-01-014,301
Number of other retired or separated participants entitled to future benefits2009-01-01424
Total of all active and inactive participants2009-01-014,725

Financial Data on PACIFICORP WELFARE BENEFITS PLAN NO. 534

Measure Date Value
2022 : PACIFICORP WELFARE BENEFITS PLAN NO. 534 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-16,297,093
Total unrealized appreciation/depreciation of assets2022-12-31$-16,297,093
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,003,492
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$24,908,339
Total income from all sources (including contributions)2022-12-31$-32,762,967
Total loss/gain on sale of assets2022-12-31$-2,604,661
Total of all expenses incurred2022-12-31$14,659,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$13,006,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,957,140
Value of total assets at end of year2022-12-31$233,435,768
Value of total assets at beginning of year2022-12-31$304,763,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,653,101
Total interest from all sources2022-12-31$4,221,549
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,753,924
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,696,454
Administrative expenses professional fees incurred2022-12-31$180,988
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$20,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,957,140
Participant contributions at end of year2022-12-31$150,188
Participant contributions at beginning of year2022-12-31$143,725
Assets. Other investments not covered elsewhere at end of year2022-12-31$13,567,836
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$15,026,086
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,022,359
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$12,925,655
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$457,792
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$24,380,639
Administrative expenses (other) incurred2022-12-31$881,736
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-47,422,449
Value of net assets at end of year (total assets less liabilities)2022-12-31$232,432,276
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$279,854,725
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$445,727
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$76,748,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$89,053,071
Interest earned on other investments2022-12-31$689,260
Income. Interest from US Government securities2022-12-31$1,061,045
Income. Interest from corporate debt instruments2022-12-31$2,469,169
Value of interest in common/collective trusts at end of year2022-12-31$37,055,581
Value of interest in common/collective trusts at beginning of year2022-12-31$49,280,141
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$3,905,123
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$15,506,927
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$15,506,927
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$2,075
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$3,572,215
Asset value of US Government securities at end of year2022-12-31$47,814,689
Asset value of US Government securities at beginning of year2022-12-31$67,431,068
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-15,136,304
Net investment gain or loss from common/collective trusts2022-12-31$-8,657,522
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$235,941
Assets. Invements in employer securities at beginning of year2022-12-31$287,740
Income. Dividends from preferred stock2022-12-31$40,220
Income. Dividends from common stock2022-12-31$17,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,434,166
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$13,672,502
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$15,851,604
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$38,166,137
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$38,186,095
Contract administrator fees2022-12-31$144,650
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$1,097,321
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$1,070,952
Liabilities. Value of benefit claims payable at end of year2022-12-31$545,700
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$527,700
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$116,255,962
Aggregate carrying amount (costs) on sale of assets2022-12-31$118,860,623
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS, LLP
Accountancy firm EIN2022-12-31910189318
2021 : PACIFICORP WELFARE BENEFITS PLAN NO. 534 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-3,222,633
Total unrealized appreciation/depreciation of assets2021-12-31$-3,222,633
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$24,908,339
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$19,203,491
Total income from all sources (including contributions)2021-12-31$13,286,432
Total loss/gain on sale of assets2021-12-31$-1,005,578
Total of all expenses incurred2021-12-31$13,608,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$12,393,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,910,456
Value of total assets at end of year2021-12-31$304,763,064
Value of total assets at beginning of year2021-12-31$299,380,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,214,825
Total interest from all sources2021-12-31$3,857,738
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,275,252
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,230,586
Administrative expenses professional fees incurred2021-12-31$188,296
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$20,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,910,456
Participant contributions at end of year2021-12-31$143,725
Participant contributions at beginning of year2021-12-31$590,692
Assets. Other investments not covered elsewhere at end of year2021-12-31$15,026,086
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$16,358,998
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$12,925,655
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$9,366,424
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$24,380,639
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$18,760,291
Administrative expenses (other) incurred2021-12-31$351,413
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-322,359
Value of net assets at end of year (total assets less liabilities)2021-12-31$279,854,725
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$280,177,084
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$515,694
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$89,053,071
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$89,342,175
Interest earned on other investments2021-12-31$606,375
Income. Interest from US Government securities2021-12-31$929,933
Income. Interest from corporate debt instruments2021-12-31$2,321,476
Value of interest in common/collective trusts at end of year2021-12-31$49,280,141
Value of interest in common/collective trusts at beginning of year2021-12-31$38,305,980
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$15,506,927
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$16,696,335
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$16,696,335
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$-46
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$2,884,976
Asset value of US Government securities at end of year2021-12-31$67,431,068
Asset value of US Government securities at beginning of year2021-12-31$61,834,942
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-2,519,265
Net investment gain or loss from common/collective trusts2021-12-31$10,990,462
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$287,740
Assets. Invements in employer securities at beginning of year2021-12-31$313,566
Income. Dividends from preferred stock2021-12-31$34,862
Income. Dividends from common stock2021-12-31$9,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,508,990
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$15,851,604
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$21,393,136
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$38,186,095
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$44,081,071
Contract administrator fees2021-12-31$159,422
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$1,070,952
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$1,097,256
Liabilities. Value of benefit claims payable at end of year2021-12-31$527,700
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$443,200
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$148,669,084
Aggregate carrying amount (costs) on sale of assets2021-12-31$149,674,662
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS, LLP
Accountancy firm EIN2021-12-31910189318
2020 : PACIFICORP WELFARE BENEFITS PLAN NO. 534 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$6,612,579
Total unrealized appreciation/depreciation of assets2020-12-31$6,612,579
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$19,203,491
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,596,713
Total income from all sources (including contributions)2020-12-31$14,701,527
Total loss/gain on sale of assets2020-12-31$-1,201,182
Total of all expenses incurred2020-12-31$14,796,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$12,987,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,779,998
Value of total assets at end of year2020-12-31$299,380,575
Value of total assets at beginning of year2020-12-31$281,868,816
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,809,419
Total interest from all sources2020-12-31$3,893,249
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,845,518
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,577,213
Administrative expenses professional fees incurred2020-12-31$193,384
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$20,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,779,998
Participant contributions at end of year2020-12-31$590,692
Participant contributions at beginning of year2020-12-31$135,288
Assets. Other investments not covered elsewhere at end of year2020-12-31$16,358,998
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,383,997
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$9,366,424
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$390,751
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$18,760,291
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$865,213
Administrative expenses (other) incurred2020-12-31$1,038,955
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-95,019
Value of net assets at end of year (total assets less liabilities)2020-12-31$280,177,084
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$280,272,103
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$442,367
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$89,342,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$94,971,263
Interest earned on other investments2020-12-31$349,011
Income. Interest from US Government securities2020-12-31$1,275,602
Income. Interest from corporate debt instruments2020-12-31$2,271,845
Value of interest in common/collective trusts at end of year2020-12-31$38,305,980
Value of interest in common/collective trusts at beginning of year2020-12-31$65,387,842
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$16,696,335
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$7,721,156
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$7,721,156
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$-3,209
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$3,055,283
Asset value of US Government securities at end of year2020-12-31$61,834,942
Asset value of US Government securities at beginning of year2020-12-31$30,596,815
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,956,404
Net investment gain or loss from common/collective trusts2020-12-31$-2,185,039
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$313,566
Assets. Invements in employer securities at beginning of year2020-12-31$1,708,453
Income. Dividends from preferred stock2020-12-31$33,471
Income. Dividends from common stock2020-12-31$234,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$9,931,844
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$21,393,136
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$4,291,622
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$44,081,071
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$16,879,059
Contract administrator fees2020-12-31$134,713
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$1,097,256
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$58,402,570
Liabilities. Value of benefit claims payable at end of year2020-12-31$443,200
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$731,500
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$222,524,607
Aggregate carrying amount (costs) on sale of assets2020-12-31$223,725,789
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS, LLP
Accountancy firm EIN2020-12-31910189318
2019 : PACIFICORP WELFARE BENEFITS PLAN NO. 534 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$12,902,843
Total unrealized appreciation/depreciation of assets2019-12-31$12,902,843
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,596,713
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,090,096
Total income from all sources (including contributions)2019-12-31$50,547,629
Total loss/gain on sale of assets2019-12-31$4,629,561
Total of all expenses incurred2019-12-31$14,489,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$12,483,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,879,835
Value of total assets at end of year2019-12-31$281,868,816
Value of total assets at beginning of year2019-12-31$245,304,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,006,009
Total interest from all sources2019-12-31$1,744,963
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,351,358
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,490,829
Administrative expenses professional fees incurred2019-12-31$260,400
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$20,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,879,835
Participant contributions at end of year2019-12-31$135,288
Participant contributions at beginning of year2019-12-31$248,281
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,383,997
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,315,766
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$390,751
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$353,007
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$865,213
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$448,700
Administrative expenses (other) incurred2019-12-31$959,093
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$36,057,897
Value of net assets at end of year (total assets less liabilities)2019-12-31$280,272,103
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$244,214,206
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$629,975
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$94,971,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$73,055,974
Interest earned on other investments2019-12-31$57,949
Income. Interest from US Government securities2019-12-31$656,795
Income. Interest from corporate debt instruments2019-12-31$898,472
Value of interest in common/collective trusts at end of year2019-12-31$65,387,842
Value of interest in common/collective trusts at beginning of year2019-12-31$55,137,389
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$7,721,156
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,745,876
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,745,876
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$131,747
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$6,947,491
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$3,249,050
Asset value of US Government securities at end of year2019-12-31$30,596,815
Asset value of US Government securities at beginning of year2019-12-31$16,748,979
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,326,841
Net investment gain or loss from common/collective trusts2019-12-31$16,847,991
Net gain/loss from 103.12 investment entities2019-12-31$864,237
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$1,708,453
Assets. Invements in employer securities at beginning of year2019-12-31$1,597,735
Income. Dividends from preferred stock2019-12-31$18,044
Income. Dividends from common stock2019-12-31$842,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,234,673
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$4,291,622
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$2,900,923
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$16,879,059
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$16,000,659
Contract administrator fees2019-12-31$156,541
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$58,402,570
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$67,252,222
Liabilities. Value of benefit claims payable at end of year2019-12-31$731,500
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$641,396
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$92,095,963
Aggregate carrying amount (costs) on sale of assets2019-12-31$87,466,402
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS ADAMS, LLP
Accountancy firm EIN2019-12-31910189318
2018 : PACIFICORP WELFARE BENEFITS PLAN NO. 534 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-7,060,294
Total unrealized appreciation/depreciation of assets2018-12-31$-7,060,294
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,090,096
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,358,901
Total income from all sources (including contributions)2018-12-31$-6,549,860
Total loss/gain on sale of assets2018-12-31$2,837,836
Total of all expenses incurred2018-12-31$15,189,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$13,698,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,347,055
Value of total assets at end of year2018-12-31$245,304,302
Value of total assets at beginning of year2018-12-31$268,312,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,491,293
Total interest from all sources2018-12-31$1,493,379
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,467,814
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,594,592
Administrative expenses professional fees incurred2018-12-31$179,702
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$20,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$248,281
Participant contributions at beginning of year2018-12-31$308,783
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,315,766
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$1,477,189
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$353,007
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$347,437
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$448,700
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$1,757,740
Administrative expenses (other) incurred2018-12-31$483,541
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-21,739,473
Value of net assets at end of year (total assets less liabilities)2018-12-31$244,214,206
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$265,953,679
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$8,702,497
Investment advisory and management fees2018-12-31$667,024
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$73,055,974
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$69,542,405
Interest earned on other investments2018-12-31$72,804
Income. Interest from US Government securities2018-12-31$624,497
Income. Interest from corporate debt instruments2018-12-31$719,692
Value of interest in common/collective trusts at end of year2018-12-31$55,137,389
Value of interest in common/collective trusts at beginning of year2018-12-31$61,506,394
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$3,745,876
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$4,649,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$4,649,142
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$76,386
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$6,947,491
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$8,342,870
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$2,850,031
Asset value of US Government securities at end of year2018-12-31$16,748,979
Asset value of US Government securities at beginning of year2018-12-31$22,000,065
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-8,152,215
Net investment gain or loss from common/collective trusts2018-12-31$-2,408,363
Net gain/loss from 103.12 investment entities2018-12-31$-1,075,072
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$1,597,735
Assets. Invements in employer securities at beginning of year2018-12-31$1,638,826
Contributions received in cash from employer2018-12-31$3,347,055
Income. Dividends from preferred stock2018-12-31$4,451
Income. Dividends from common stock2018-12-31$868,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$10,848,289
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$2,900,923
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$4,421,621
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$16,000,659
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$8,016,370
Contract administrator fees2018-12-31$161,026
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$67,252,222
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$77,358,981
Liabilities. Value of benefit claims payable at end of year2018-12-31$641,396
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$601,161
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$67,020,719
Aggregate carrying amount (costs) on sale of assets2018-12-31$64,182,883
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DELOITTE AND TOUCHE, LLP
Accountancy firm EIN2018-12-31133891517
2017 : PACIFICORP WELFARE BENEFITS PLAN NO. 534 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$15,305,760
Total unrealized appreciation/depreciation of assets2017-12-31$15,305,760
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,358,901
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,733,365
Total income from all sources (including contributions)2017-12-31$44,285,982
Total loss/gain on sale of assets2017-12-31$3,946,223
Total of all expenses incurred2017-12-31$16,133,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$14,294,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,868,622
Value of total assets at end of year2017-12-31$268,312,580
Value of total assets at beginning of year2017-12-31$239,534,072
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,838,460
Total interest from all sources2017-12-31$1,180,251
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,940,906
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,175,572
Administrative expenses professional fees incurred2017-12-31$161,796
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$20,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,868,622
Participant contributions at end of year2017-12-31$308,783
Participant contributions at beginning of year2017-12-31$662,644
Assets. Other investments not covered elsewhere at end of year2017-12-31$1,477,189
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,169,454
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$347,437
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$315,344
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$1,757,740
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$692,975
Administrative expenses (other) incurred2017-12-31$849,166
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$28,152,972
Value of net assets at end of year (total assets less liabilities)2017-12-31$265,953,679
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$237,800,707
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$8,702,497
Assets. partnership/joint venture interests at beginning of year2017-12-31$7,006,731
Investment advisory and management fees2017-12-31$644,596
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$69,542,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$59,884,309
Interest earned on other investments2017-12-31$70,011
Income. Interest from US Government securities2017-12-31$541,915
Income. Interest from corporate debt instruments2017-12-31$538,714
Value of interest in common/collective trusts at end of year2017-12-31$61,506,394
Value of interest in common/collective trusts at beginning of year2017-12-31$56,850,048
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$4,649,142
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$4,320,034
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$4,320,034
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$29,611
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$8,342,870
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$7,032,234
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$2,699,411
Asset value of US Government securities at end of year2017-12-31$22,000,065
Asset value of US Government securities at beginning of year2017-12-31$19,605,458
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,735,767
Net investment gain or loss from common/collective trusts2017-12-31$11,634,587
Net gain/loss from 103.12 investment entities2017-12-31$1,673,866
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$1,638,826
Assets. Invements in employer securities at beginning of year2017-12-31$1,428,127
Income. Dividends from common stock2017-12-31$765,334
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$11,595,139
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$4,421,621
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$3,038,460
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$8,016,370
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$7,840,430
Contract administrator fees2017-12-31$182,902
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$77,358,981
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$70,380,799
Liabilities. Value of benefit claims payable at end of year2017-12-31$601,161
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$1,040,390
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$55,030,697
Aggregate carrying amount (costs) on sale of assets2017-12-31$51,084,474
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DELOITTE AND TOUCHE, LLP
Accountancy firm EIN2017-12-31133891517
2016 : PACIFICORP WELFARE BENEFITS PLAN NO. 534 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$5,272,724
Total unrealized appreciation/depreciation of assets2016-12-31$5,272,724
Total transfer of assets from this plan2016-12-31$156,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,733,365
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,277,811
Total income from all sources (including contributions)2016-12-31$18,650,554
Total loss/gain on sale of assets2016-12-31$463
Total of all expenses incurred2016-12-31$15,859,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$14,836,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,960,932
Value of total assets at end of year2016-12-31$239,534,072
Value of total assets at beginning of year2016-12-31$236,443,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,023,180
Total interest from all sources2016-12-31$1,119,772
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,368,068
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,550,818
Administrative expenses professional fees incurred2016-12-31$220,752
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$20,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,960,932
Participant contributions at end of year2016-12-31$662,644
Participant contributions at beginning of year2016-12-31$448,769
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,169,454
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$760,395
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$315,344
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$332,643
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$692,975
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$285,745
Administrative expenses (other) incurred2016-12-31$4,896
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,791,198
Value of net assets at end of year (total assets less liabilities)2016-12-31$237,800,707
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$235,165,509
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$7,006,731
Assets. partnership/joint venture interests at beginning of year2016-12-31$6,514,642
Investment advisory and management fees2016-12-31$599,190
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$59,884,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$61,222,339
Interest earned on other investments2016-12-31$42,852
Income. Interest from US Government securities2016-12-31$501,535
Income. Interest from corporate debt instruments2016-12-31$566,747
Value of interest in common/collective trusts at end of year2016-12-31$56,850,048
Value of interest in common/collective trusts at beginning of year2016-12-31$54,466,358
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$4,320,034
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$3,363,209
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$3,363,209
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$8,638
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$7,032,234
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$7,195,851
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$3,371,533
Asset value of US Government securities at end of year2016-12-31$19,605,458
Asset value of US Government securities at beginning of year2016-12-31$18,689,775
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-151,362
Net investment gain or loss from common/collective trusts2016-12-31$6,181,093
Net gain/loss from 103.12 investment entities2016-12-31$-101,136
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$1,428,127
Assets. Invements in employer securities at beginning of year2016-12-31$1,600,994
Income. Dividends from common stock2016-12-31$817,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$11,464,643
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$3,038,460
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$4,121,745
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$7,840,430
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$8,349,854
Contract administrator fees2016-12-31$198,342
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$70,380,799
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$69,376,746
Liabilities. Value of benefit claims payable at end of year2016-12-31$1,040,390
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$992,066
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$48,663,802
Aggregate carrying amount (costs) on sale of assets2016-12-31$48,663,339
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DELOITTE AND TOUCHE, LLP
Accountancy firm EIN2016-12-31133891517
2015 : PACIFICORP WELFARE BENEFITS PLAN NO. 534 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$2,203,508
Total unrealized appreciation/depreciation of assets2015-12-31$2,203,508
Total transfer of assets from this plan2015-12-31$150,000,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,277,811
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,275,285
Total income from all sources (including contributions)2015-12-31$5,459,028
Total loss/gain on sale of assets2015-12-31$-4,158,154
Total of all expenses incurred2015-12-31$22,901,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$21,859,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,813,305
Value of total assets at end of year2015-12-31$236,443,320
Value of total assets at beginning of year2015-12-31$406,883,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,042,763
Total interest from all sources2015-12-31$1,147,778
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,158,022
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,341,378
Administrative expenses professional fees incurred2015-12-31$177,325
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$20,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,813,305
Participant contributions at end of year2015-12-31$448,769
Participant contributions at beginning of year2015-12-31$144,943
Assets. Other investments not covered elsewhere at end of year2015-12-31$760,395
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,312,404
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$332,643
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$5,716,136
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$285,745
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$3,429,256
Administrative expenses (other) incurred2015-12-31$10,213
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-17,442,821
Value of net assets at end of year (total assets less liabilities)2015-12-31$235,165,509
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$402,608,330
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$6,514,642
Assets. partnership/joint venture interests at beginning of year2015-12-31$12,379,479
Investment advisory and management fees2015-12-31$586,794
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$61,222,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$69,785,339
Interest earned on other investments2015-12-31$60,806
Income. Interest from US Government securities2015-12-31$471,020
Income. Interest from corporate debt instruments2015-12-31$618,208
Value of interest in common/collective trusts at end of year2015-12-31$54,466,358
Value of interest in common/collective trusts at beginning of year2015-12-31$59,010,088
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$3,363,209
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$136,414,300
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$136,414,300
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$-2,256
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$7,195,851
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$6,789,924
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$3,530,311
Asset value of US Government securities at end of year2015-12-31$18,689,775
Asset value of US Government securities at beginning of year2015-12-31$19,266,366
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,976,667
Net investment gain or loss from common/collective trusts2015-12-31$800,117
Net gain/loss from 103.12 investment entities2015-12-31$471,119
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$1,600,994
Assets. Invements in employer securities at beginning of year2015-12-31$1,674,360
Income. Dividends from common stock2015-12-31$816,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$18,328,775
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$4,121,745
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$5,510,232
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$8,349,854
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$8,768,722
Contract administrator fees2015-12-31$268,431
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$69,376,746
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$80,111,322
Liabilities. Value of benefit claims payable at end of year2015-12-31$992,066
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$846,029
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$94,030,237
Aggregate carrying amount (costs) on sale of assets2015-12-31$98,188,391
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DELOITTE AND TOUCHE, LLP
Accountancy firm EIN2015-12-31133891517
2014 : PACIFICORP WELFARE BENEFITS PLAN NO. 534 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$7,464,158
Total unrealized appreciation/depreciation of assets2014-12-31$7,464,158
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,275,285
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,746,722
Total income from all sources (including contributions)2014-12-31$27,035,899
Total loss/gain on sale of assets2014-12-31$-1,010,216
Total of all expenses incurred2014-12-31$24,177,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$22,740,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,573,916
Value of total assets at end of year2014-12-31$406,883,615
Value of total assets at beginning of year2014-12-31$402,496,351
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,436,325
Total interest from all sources2014-12-31$1,131,979
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$7,029,481
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$5,761,017
Administrative expenses professional fees incurred2014-12-31$129,874
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$20,000,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,573,916
Participant contributions at end of year2014-12-31$144,943
Participant contributions at beginning of year2014-12-31$457,467
Assets. Other investments not covered elsewhere at end of year2014-12-31$1,312,404
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$34,925
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$5,716,136
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$277,801
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$3,429,256
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$1,794,321
Administrative expenses (other) incurred2014-12-31$13,990
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,858,701
Value of net assets at end of year (total assets less liabilities)2014-12-31$402,608,330
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$399,749,629
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$12,379,479
Assets. partnership/joint venture interests at beginning of year2014-12-31$13,928,855
Investment advisory and management fees2014-12-31$867,247
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$69,785,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$157,848,413
Interest earned on other investments2014-12-31$109,955
Income. Interest from US Government securities2014-12-31$366,292
Income. Interest from corporate debt instruments2014-12-31$656,155
Value of interest in common/collective trusts at end of year2014-12-31$59,010,088
Value of interest in common/collective trusts at beginning of year2014-12-31$76,513,274
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$136,414,300
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$3,319,229
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$3,319,229
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$-423
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$6,789,924
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$12,887,289
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$2,785,632
Asset value of US Government securities at end of year2014-12-31$19,266,366
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-775,231
Net investment gain or loss from common/collective trusts2014-12-31$10,104,626
Net gain/loss from 103.12 investment entities2014-12-31$-482,814
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$1,674,360
Assets. Invements in employer securities at beginning of year2014-12-31$1,987,658
Income. Dividends from common stock2014-12-31$1,268,464
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$19,955,241
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$5,510,232
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$8,768,722
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Contract administrator fees2014-12-31$425,214
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$80,111,322
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$135,241,440
Liabilities. Value of benefit claims payable at end of year2014-12-31$846,029
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$952,401
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$222,259,249
Aggregate carrying amount (costs) on sale of assets2014-12-31$223,269,465
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DELOITTE AND TOUCHE, LLP
Accountancy firm EIN2014-12-31133891517
2013 : PACIFICORP WELFARE BENEFITS PLAN NO. 534 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$36,985,876
Total unrealized appreciation/depreciation of assets2013-12-31$36,985,876
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,746,722
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,078,499
Total income from all sources (including contributions)2013-12-31$79,981,842
Total loss/gain on sale of assets2013-12-31$9,638,262
Total of all expenses incurred2013-12-31$22,993,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$21,477,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,111,679
Value of total assets at end of year2013-12-31$402,496,351
Value of total assets at beginning of year2013-12-31$347,840,012
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,516,029
Total interest from all sources2013-12-31$-55
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$5,504,343
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$4,285,327
Administrative expenses professional fees incurred2013-12-31$222,565
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$4,022,846
Participant contributions at end of year2013-12-31$457,467
Participant contributions at beginning of year2013-12-31$111,943
Assets. Other investments not covered elsewhere at end of year2013-12-31$34,925
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$277,801
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$474,325
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$1,794,321
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$4,478,109
Administrative expenses (other) incurred2013-12-31$13,884
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$56,988,116
Value of net assets at end of year (total assets less liabilities)2013-12-31$399,749,629
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$342,761,513
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$13,928,855
Assets. partnership/joint venture interests at beginning of year2013-12-31$11,009,324
Investment advisory and management fees2013-12-31$808,074
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$157,848,413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$143,543,720
Value of interest in common/collective trusts at end of year2013-12-31$76,513,274
Value of interest in common/collective trusts at beginning of year2013-12-31$68,390,874
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$3,319,229
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$3,012,148
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$3,012,148
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$-55
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$12,887,289
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$10,067,608
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$2,864,574
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-1,273,356
Net investment gain or loss from common/collective trusts2013-12-31$19,091,678
Net gain/loss from 103.12 investment entities2013-12-31$2,923,415
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$1,987,658
Assets. Invements in employer securities at beginning of year2013-12-31$1,830,508
Contributions received in cash from employer2013-12-31$3,088,833
Income. Dividends from common stock2013-12-31$1,219,016
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$18,613,123
Contract administrator fees2013-12-31$471,506
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$135,241,440
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$109,399,562
Liabilities. Value of benefit claims payable at end of year2013-12-31$952,401
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$600,390
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$92,901,450
Aggregate carrying amount (costs) on sale of assets2013-12-31$83,263,188
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DELOITTE AND TOUCHE, LLP
Accountancy firm EIN2013-12-31133891517
2012 : PACIFICORP WELFARE BENEFITS PLAN NO. 534 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$12,157,732
Total unrealized appreciation/depreciation of assets2012-12-31$12,157,732
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5,078,499
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,520,615
Total income from all sources (including contributions)2012-12-31$52,283,856
Total loss/gain on sale of assets2012-12-31$3,402,688
Total of all expenses incurred2012-12-31$20,709,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$19,331,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$8,291,352
Value of total assets at end of year2012-12-31$347,840,012
Value of total assets at beginning of year2012-12-31$314,707,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,377,758
Total interest from all sources2012-12-31$517
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$7,312,034
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$5,526,627
Administrative expenses professional fees incurred2012-12-31$143,576
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$20,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,755,418
Participant contributions at end of year2012-12-31$111,943
Participant contributions at beginning of year2012-12-31$154,331
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$474,325
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$161,756
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$4,478,109
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$2,036,615
Administrative expenses (other) incurred2012-12-31$3,191
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$31,574,617
Value of net assets at end of year (total assets less liabilities)2012-12-31$342,761,513
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$311,186,896
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$11,009,324
Assets. partnership/joint venture interests at beginning of year2012-12-31$7,830,467
Investment advisory and management fees2012-12-31$722,780
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$143,543,720
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$125,139,647
Value of interest in common/collective trusts at end of year2012-12-31$68,390,874
Value of interest in common/collective trusts at beginning of year2012-12-31$64,648,507
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$3,012,148
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,960,813
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,960,813
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$517
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$10,067,608
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$8,630,136
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$3,345,219
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$9,387,979
Net investment gain or loss from common/collective trusts2012-12-31$10,209,366
Net gain/loss from 103.12 investment entities2012-12-31$1,522,188
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$1,830,508
Assets. Invements in employer securities at beginning of year2012-12-31$1,371,035
Contributions received in cash from employer2012-12-31$4,535,934
Income. Dividends from common stock2012-12-31$1,785,407
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$15,986,262
Contract administrator fees2012-12-31$508,211
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$109,399,562
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$103,810,819
Liabilities. Value of benefit claims payable at end of year2012-12-31$600,390
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$1,484,000
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$117,289,716
Aggregate carrying amount (costs) on sale of assets2012-12-31$113,887,028
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DELOITTE AND TOUCHE, LLP
Accountancy firm EIN2012-12-31133891517
2011 : PACIFICORP WELFARE BENEFITS PLAN NO. 534 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-565,451
Total unrealized appreciation/depreciation of assets2011-12-31$-565,451
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,520,615
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,726,791
Total income from all sources (including contributions)2011-12-31$27,060,996
Total loss/gain on sale of assets2011-12-31$-2,753,070
Total of all expenses incurred2011-12-31$23,503,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$21,942,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$29,507,748
Value of total assets at end of year2011-12-31$314,707,511
Value of total assets at beginning of year2011-12-31$311,355,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,561,116
Total interest from all sources2011-12-31$232
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$5,606,050
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$4,264,255
Administrative expenses professional fees incurred2011-12-31$145,579
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$20,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$4,814,748
Participant contributions at end of year2011-12-31$154,331
Participant contributions at beginning of year2011-12-31$141,850
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$161,756
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$154,326
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$2,036,615
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$2,387,791
Administrative expenses (other) incurred2011-12-31$1,824
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$3,557,704
Value of net assets at end of year (total assets less liabilities)2011-12-31$311,186,896
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$307,629,192
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$7,830,467
Investment advisory and management fees2011-12-31$727,480
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$125,139,647
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$109,051,649
Value of interest in common/collective trusts at end of year2011-12-31$64,648,507
Value of interest in common/collective trusts at beginning of year2011-12-31$75,845,437
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,960,813
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,942,500
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,942,500
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$232
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$8,630,136
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$16,570,332
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$4,709,870
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$296,572
Net investment gain or loss from common/collective trusts2011-12-31$-5,293,645
Net gain/loss from 103.12 investment entities2011-12-31$262,560
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$1,371,035
Assets. Invements in employer securities at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$24,693,000
Income. Dividends from common stock2011-12-31$1,341,795
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$17,232,306
Contract administrator fees2011-12-31$686,233
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$103,810,819
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$106,649,889
Liabilities. Value of benefit claims payable at end of year2011-12-31$1,484,000
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$1,339,000
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$70,332,755
Aggregate carrying amount (costs) on sale of assets2011-12-31$73,085,825
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DELOITTE AND TOUCHE, LLP
Accountancy firm EIN2011-12-31133891517
2010 : PACIFICORP WELFARE BENEFITS PLAN NO. 534 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$12,941,367
Total unrealized appreciation/depreciation of assets2010-12-31$12,941,367
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,726,791
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$5,079,770
Total income from all sources (including contributions)2010-12-31$58,777,896
Total loss/gain on sale of assets2010-12-31$2,864,339
Total of all expenses incurred2010-12-31$22,225,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$20,642,499
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$22,594,006
Value of total assets at end of year2010-12-31$311,355,983
Value of total assets at beginning of year2010-12-31$276,156,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,582,545
Total interest from all sources2010-12-31$1,972
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$4,405,642
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$3,223,359
Administrative expenses professional fees incurred2010-12-31$108,011
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$20,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$4,587,006
Participant contributions at end of year2010-12-31$141,850
Participant contributions at beginning of year2010-12-31$142,868
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$154,326
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,656,565
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$2,387,791
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$3,041,770
Administrative expenses (other) incurred2010-12-31$3,932
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$36,552,852
Value of net assets at end of year (total assets less liabilities)2010-12-31$307,629,192
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$271,076,340
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$789,702
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$109,051,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$92,583,065
Value of interest in common/collective trusts at end of year2010-12-31$75,845,437
Value of interest in common/collective trusts at beginning of year2010-12-31$73,195,315
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,942,500
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,537,783
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,537,783
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,972
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$16,570,332
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$15,572,700
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$4,262,181
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,816,031
Net investment gain or loss from common/collective trusts2010-12-31$9,856,907
Net gain/loss from 103.12 investment entities2010-12-31$1,297,632
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$18,007,000
Income. Dividends from common stock2010-12-31$1,182,283
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$16,380,318
Contract administrator fees2010-12-31$680,900
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$106,649,889
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$90,467,814
Liabilities. Value of benefit claims payable at end of year2010-12-31$1,339,000
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$2,038,000
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$108,817,662
Aggregate carrying amount (costs) on sale of assets2010-12-31$105,953,323
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DELOITTE AND TOUCHE LLP
Accountancy firm EIN2010-12-31133891517

Form 5500 Responses for PACIFICORP WELFARE BENEFITS PLAN NO. 534

2022: PACIFICORP WELFARE BENEFITS PLAN NO. 534 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PACIFICORP WELFARE BENEFITS PLAN NO. 534 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PACIFICORP WELFARE BENEFITS PLAN NO. 534 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PACIFICORP WELFARE BENEFITS PLAN NO. 534 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PACIFICORP WELFARE BENEFITS PLAN NO. 534 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: PACIFICORP WELFARE BENEFITS PLAN NO. 534 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: PACIFICORP WELFARE BENEFITS PLAN NO. 534 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: PACIFICORP WELFARE BENEFITS PLAN NO. 534 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: PACIFICORP WELFARE BENEFITS PLAN NO. 534 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: PACIFICORP WELFARE BENEFITS PLAN NO. 534 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: PACIFICORP WELFARE BENEFITS PLAN NO. 534 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: PACIFICORP WELFARE BENEFITS PLAN NO. 534 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2010: PACIFICORP WELFARE BENEFITS PLAN NO. 534 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2010-01-01Plan benefit arrangement – General assets of the sponsorYes
2009: PACIFICORP WELFARE BENEFITS PLAN NO. 534 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number426971*
Policy instance 2
Insurance contract or identification number426971*
Number of Individuals Covered3202
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $3,947
Total amount of fees paid to insurance companyUSD $87,358
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $6,988,651
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,947
Amount paid for insurance broker fees87358
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION PAID
Insurance broker organization code?3
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number1680*
Policy instance 1
Insurance contract or identification number1680*
Number of Individuals Covered308
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,719,553
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 number1680*
Policy instance 1
Insurance contract or identification number1680*
Number of Individuals Covered386
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,140,587
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number426971*
Policy instance 2
Insurance contract or identification number426971*
Number of Individuals Covered3256
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $52,695
Total amount of fees paid to insurance companyUSD $79,896
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $6,391,642
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $52,695
Amount paid for insurance broker fees79896
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION PAID
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number426971*
Policy instance 2
Insurance contract or identification number426971*
Number of Individuals Covered3642
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $89,966
Total amount of fees paid to insurance companyUSD $62,862
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $5,595,395
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $89,966
Amount paid for insurance broker fees62862
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION PAID
Insurance broker organization code?3
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number1680*
Policy instance 1
Insurance contract or identification number1680*
Number of Individuals Covered449
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,173,190
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number426971*
Policy instance 2
Insurance contract or identification number426971*
Number of Individuals Covered3624
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $125,000
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $5,281,864
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees125000
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION PAID
Insurance broker organization code?3
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number1680*
Policy instance 1
Insurance contract or identification number1680*
Number of Individuals Covered463
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,725,426
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number33495-G*
Policy instance 3
Insurance contract or identification number33495-G*
Number of Individuals Covered9342
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $2,557
Total amount of fees paid to insurance companyUSD $57,464
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,557,150
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees57464
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMMISSIONS
Insurance broker organization code?3
Commission paid to Insurance BrokerUSD $2,557
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number1680*
Policy instance 2
Insurance contract or identification number1680*
Number of Individuals Covered482
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,253,150
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number33495-G*
Policy instance 1
Insurance contract or identification number33495-G*
Number of Individuals Covered6622
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $2,825
Total amount of fees paid to insurance companyUSD $63,513
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,824,482
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees63513
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMMISSIONS
Insurance broker organization code?3
Commission paid to Insurance BrokerUSD $2,825
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number33495-G*
Policy instance 3
Insurance contract or identification number33495-G*
Number of Individuals Covered9487
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,496
Total amount of fees paid to insurance companyUSD $55,921
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,495,902
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees55921
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMMISSIONS
Insurance broker organization code?3
Commission paid to Insurance BrokerUSD $2,496
Insurance broker nameAON HEWITT
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number1680*
Policy instance 2
Insurance contract or identification number1680*
Number of Individuals Covered476
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,478,211
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number33495-G*
Policy instance 1
Insurance contract or identification number2106830000
Number of Individuals Covered146
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $9,985
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $399,388
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,985
Insurance broker organization code?3
Amount paid for insurance broker fees65383
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMMISSIONS
Insurance broker nameAON HEWITT
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number33495-G*
Policy instance 3
Insurance contract or identification number33495-G*
Number of Individuals Covered7525
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,861
Total amount of fees paid to insurance companyUSD $43,752
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedSUPPLEMENTAL
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,928,582
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees43752
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMMISSIONS
Insurance broker organization code?3
Commission paid to Insurance BrokerUSD $1,861
Insurance broker nameAON HEWITT
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number33495-G*
Policy instance 1
Insurance contract or identification number2106830000
Number of Individuals Covered94
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $10,243
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $341,445
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other welfare benefits providedBASIC
Commission paid to Insurance BrokerUSD $10,243
Insurance broker organization code?3
Amount paid for insurance broker fees86851
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMMISSIONS
Insurance broker nameAON HEWITT
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number*1680
Policy instance 2
Insurance contract or identification number*1680
Number of Individuals Covered660
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,274,015
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number33495-G*
Policy instance 3
Insurance contract or identification number33495-G*
Number of Individuals Covered7080
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,220
Total amount of fees paid to insurance companyUSD $72,619
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedBASIC
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,110,876
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $106
Amount paid for insurance broker fees72619
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMMISSIONS
Insurance broker organization code?3
Insurance broker nameAON HEWITT
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number*1680
Policy instance 2
Insurance contract or identification number*1680
Number of Individuals Covered709
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number33495-G*
Policy instance 1
Insurance contract or identification number2106830000
Number of Individuals Covered70
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $9,430
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $314,338
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other welfare benefits providedSUPPLEMENTAL
Commission paid to Insurance BrokerUSD $94
Amount paid for insurance broker fees64398
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMMISSIONS
Insurance broker organization code?3
Insurance broker nameAON HEWITT
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number33495-G*
Policy instance 3
Insurance contract or identification number33495-G*
Number of Individuals Covered7132
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedBASIC
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,441,443
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*1680
Policy instance 2
Insurance contract or identification number*1680
Number of Individuals Covered713
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,740,837
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number33495-G*
Policy instance 1
Insurance contract or identification number33495-G*
Number of Individuals Covered7549
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedSUPPLEMENTAL
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,055,258
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $803
Insurance broker organization code?3
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number*1680
Policy instance 2
Insurance contract or identification number*1680
Number of Individuals Covered767
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,929,524
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number33495-G*
Policy instance 3
Insurance contract or identification number33495-G*
Number of Individuals Covered7208
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedBASIC
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,473,157
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number33495-G*
Policy instance 1
Insurance contract or identification number33495-G*
Number of Individuals Covered7714
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedSUPPLEMENTAL
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,029,957
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*5561
Policy instance 5
Insurance contract or identification number*5561
Number of Individuals Covered40
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $172,758
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number33495-G*
Policy instance 2
Insurance contract or identification number33495-G*
Number of Individuals Covered7298
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,567,465
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*1680
Policy instance 1
Insurance contract or identification number*1680
Number of Individuals Covered810
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,411,713
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number33495-G*
Policy instance 3
Insurance contract or identification number33495-G*
Number of Individuals Covered7855
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,912,142
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROVIDENCE HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95005 )
Policy contract number*100549
Policy instance 4
Insurance contract or identification number*100549
Number of Individuals Covered50
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $171,897
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*5561
Policy instance 5
Insurance contract or identification number*5561
Number of Individuals Covered47
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $166,943
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number33495-G*
Policy instance 3
Insurance contract or identification number33495-G*
Number of Individuals Covered6299
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedSUPPLEMENTAL
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,779,755
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number33495-G*
Policy instance 2
Insurance contract or identification number33495-G*
Number of Individuals Covered7240
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedBASIC
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,640,044
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*1680
Policy instance 1
Insurance contract or identification number*1680
Number of Individuals Covered846
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,504,535
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROVIDENCE HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95005 )
Policy contract number*100549
Policy instance 4
Insurance contract or identification number*100549
Number of Individuals Covered55
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $157,324
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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