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OREGON BAKERS UNION TRUST FUND 401k Plan overview

Plan NameOREGON BAKERS UNION TRUST FUND
Plan identification number 501

OREGON BAKERS UNION TRUST FUND Benefits

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

401k Sponsoring company profile

BOARD OF TRUSTEES OF OREGON BAKERS UNION TRUST FUND has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES OF OREGON BAKERS UNION TRUST FUND
Employer identification number (EIN):930464898
NAIC Classification:311300
NAIC Description: Sugar and Confectionery Product Manufacturing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OREGON BAKERS UNION TRUST FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-10-01DARREN HAMANN2023-08-07 SEAN HAMMOND2023-08-06
5012020-10-01
5012019-10-01
5012018-10-01
5012017-10-01
5012016-10-01TERRY LANSING SEAN HAMMOND2018-06-21
5012015-10-01
5012014-10-01
5012013-10-01
5012012-10-01TERRY LANSING
5012011-10-01TERRY LANSING
5012009-10-01TERRY LANSING
5012008-10-01

Plan Statistics for OREGON BAKERS UNION TRUST FUND

401k plan membership statisitcs for OREGON BAKERS UNION TRUST FUND

Measure Date Value
2021: OREGON BAKERS UNION TRUST FUND 2021 401k membership
Total participants, beginning-of-year2021-10-011,051
Total number of active participants reported on line 7a of the Form 55002021-10-01865
Number of retired or separated participants receiving benefits2021-10-01219
Number of other retired or separated participants entitled to future benefits2021-10-010
Total of all active and inactive participants2021-10-011,084
Number of employers contributing to the scheme2021-10-0113
2020: OREGON BAKERS UNION TRUST FUND 2020 401k membership
Total participants, beginning-of-year2020-10-011,067
Total number of active participants reported on line 7a of the Form 55002020-10-01837
Number of retired or separated participants receiving benefits2020-10-01210
Number of other retired or separated participants entitled to future benefits2020-10-010
Total of all active and inactive participants2020-10-011,047
Number of employers contributing to the scheme2020-10-0113
2019: OREGON BAKERS UNION TRUST FUND 2019 401k membership
Total participants, beginning-of-year2019-10-01996
Total number of active participants reported on line 7a of the Form 55002019-10-01874
Number of retired or separated participants receiving benefits2019-10-01210
Number of other retired or separated participants entitled to future benefits2019-10-010
Total of all active and inactive participants2019-10-011,084
Number of employers contributing to the scheme2019-10-0114
2018: OREGON BAKERS UNION TRUST FUND 2018 401k membership
Total participants, beginning-of-year2018-10-01998
Total number of active participants reported on line 7a of the Form 55002018-10-01832
Number of retired or separated participants receiving benefits2018-10-01197
Number of other retired or separated participants entitled to future benefits2018-10-010
Total of all active and inactive participants2018-10-011,029
Number of employers contributing to the scheme2018-10-0114
2017: OREGON BAKERS UNION TRUST FUND 2017 401k membership
Total participants, beginning-of-year2017-10-011,135
Total number of active participants reported on line 7a of the Form 55002017-10-01824
Number of retired or separated participants receiving benefits2017-10-01183
Number of other retired or separated participants entitled to future benefits2017-10-010
Total of all active and inactive participants2017-10-011,007
Number of employers contributing to the scheme2017-10-0113
2016: OREGON BAKERS UNION TRUST FUND 2016 401k membership
Total participants, beginning-of-year2016-10-011,114
Total number of active participants reported on line 7a of the Form 55002016-10-01853
Number of retired or separated participants receiving benefits2016-10-01293
Number of other retired or separated participants entitled to future benefits2016-10-010
Total of all active and inactive participants2016-10-011,146
Number of employers contributing to the scheme2016-10-0113
2015: OREGON BAKERS UNION TRUST FUND 2015 401k membership
Total participants, beginning-of-year2015-10-011,093
Total number of active participants reported on line 7a of the Form 55002015-10-01835
Number of retired or separated participants receiving benefits2015-10-01272
Total of all active and inactive participants2015-10-011,107
Number of employers contributing to the scheme2015-10-0114
2014: OREGON BAKERS UNION TRUST FUND 2014 401k membership
Total participants, beginning-of-year2014-10-011,085
Total number of active participants reported on line 7a of the Form 55002014-10-01834
Number of retired or separated participants receiving benefits2014-10-01259
Total of all active and inactive participants2014-10-011,093
Number of employers contributing to the scheme2014-10-0114
2013: OREGON BAKERS UNION TRUST FUND 2013 401k membership
Total participants, beginning-of-year2013-10-011,052
Total number of active participants reported on line 7a of the Form 55002013-10-01832
Number of retired or separated participants receiving benefits2013-10-01253
Total of all active and inactive participants2013-10-011,085
Number of employers contributing to the scheme2013-10-0113
2012: OREGON BAKERS UNION TRUST FUND 2012 401k membership
Total participants, beginning-of-year2012-10-011,032
Total number of active participants reported on line 7a of the Form 55002012-10-01830
Number of retired or separated participants receiving benefits2012-10-01222
Total of all active and inactive participants2012-10-011,052
Number of employers contributing to the scheme2012-10-0113
2011: OREGON BAKERS UNION TRUST FUND 2011 401k membership
Total participants, beginning-of-year2011-10-01874
Total number of active participants reported on line 7a of the Form 55002011-10-01841
Number of retired or separated participants receiving benefits2011-10-01191
Total of all active and inactive participants2011-10-011,032
Number of employers contributing to the scheme2011-10-0112
2009: OREGON BAKERS UNION TRUST FUND 2009 401k membership
Total participants, beginning-of-year2009-10-01888
Total number of active participants reported on line 7a of the Form 55002009-10-01725
Number of retired or separated participants receiving benefits2009-10-01171
Total of all active and inactive participants2009-10-01896
Number of employers contributing to the scheme2009-10-0112

Financial Data on OREGON BAKERS UNION TRUST FUND

Measure Date Value
2022 : OREGON BAKERS UNION TRUST FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-09-30$-318,502
Total unrealized appreciation/depreciation of assets2022-09-30$-318,502
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$221,248
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$351,434
Total income from all sources (including contributions)2022-09-30$14,864,993
Total loss/gain on sale of assets2022-09-30$-159,386
Total of all expenses incurred2022-09-30$14,354,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$13,918,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$15,227,693
Value of total assets at end of year2022-09-30$13,464,626
Value of total assets at beginning of year2022-09-30$13,084,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$436,010
Total interest from all sources2022-09-30$114,335
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$853
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$853
Administrative expenses professional fees incurred2022-09-30$110,477
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$500,000
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$268,776
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-09-30$1,297,233
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-09-30$1,369,207
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-09-30$110,943
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-09-30$259,809
Administrative expenses (other) incurred2022-09-30$34,031
Liabilities. Value of operating payables at end of year2022-09-30$49,602
Liabilities. Value of operating payables at beginning of year2022-09-30$39,413
Total non interest bearing cash at end of year2022-09-30$3,334,175
Total non interest bearing cash at beginning of year2022-09-30$2,495,314
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$510,650
Value of net assets at end of year (total assets less liabilities)2022-09-30$13,243,378
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$12,732,728
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Investment advisory and management fees2022-09-30$111,704
Income. Interest from US Government securities2022-09-30$24,922
Income. Interest from corporate debt instruments2022-09-30$89,288
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-09-30$52,658
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-09-30$88,589
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-09-30$88,589
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-09-30$125
Expenses. Payments to insurance carriers foe the provision of benefits2022-09-30$13,157,532
Asset value of US Government securities at end of year2022-09-30$2,955,247
Asset value of US Government securities at beginning of year2022-09-30$3,093,967
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30Yes
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$14,958,917
Employer contributions (assets) at end of year2022-09-30$1,286,312
Employer contributions (assets) at beginning of year2022-09-30$1,243,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$760,801
Asset. Corporate debt instrument preferred debt at end of year2022-09-30$1,919,659
Asset. Corporate debt instrument preferred debt at beginning of year2022-09-30$2,484,676
Asset. Corporate debt instrument debt (other) at end of year2022-09-30$2,619,342
Asset. Corporate debt instrument debt (other) at beginning of year2022-09-30$2,308,888
Contract administrator fees2022-09-30$179,798
Liabilities. Value of benefit claims payable at end of year2022-09-30$60,703
Liabilities. Value of benefit claims payable at beginning of year2022-09-30$52,212
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Aggregate proceeds on sale of assets2022-09-30$7,369,029
Aggregate carrying amount (costs) on sale of assets2022-09-30$7,528,415
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30WITHUMSMITH+BROWN, PC
Accountancy firm EIN2022-09-30222027092
2021 : OREGON BAKERS UNION TRUST FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-09-30$-125,072
Total unrealized appreciation/depreciation of assets2021-09-30$-125,072
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$351,434
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$228,974
Total income from all sources (including contributions)2021-09-30$15,169,079
Total loss/gain on sale of assets2021-09-30$63,675
Total of all expenses incurred2021-09-30$14,104,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$13,705,983
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$15,110,466
Value of total assets at end of year2021-09-30$13,084,162
Value of total assets at beginning of year2021-09-30$11,896,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$398,367
Total interest from all sources2021-09-30$120,010
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Administrative expenses professional fees incurred2021-09-30$81,627
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$500,000
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$271,546
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-09-30$1,369,207
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-09-30$543,975
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-09-30$259,809
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-09-30$94,734
Administrative expenses (other) incurred2021-09-30$34,711
Liabilities. Value of operating payables at end of year2021-09-30$39,413
Liabilities. Value of operating payables at beginning of year2021-09-30$39,860
Total non interest bearing cash at end of year2021-09-30$2,495,314
Total non interest bearing cash at beginning of year2021-09-30$2,159,784
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$1,064,729
Value of net assets at end of year (total assets less liabilities)2021-09-30$12,732,728
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$11,667,999
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Investment advisory and management fees2021-09-30$109,620
Income. Interest from US Government securities2021-09-30$15,798
Income. Interest from corporate debt instruments2021-09-30$104,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-09-30$88,589
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-09-30$199,060
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-09-30$199,060
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-09-30$70
Expenses. Payments to insurance carriers foe the provision of benefits2021-09-30$12,921,263
Asset value of US Government securities at end of year2021-09-30$3,093,967
Asset value of US Government securities at beginning of year2021-09-30$1,629,965
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30Yes
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$14,838,920
Employer contributions (assets) at end of year2021-09-30$1,243,521
Employer contributions (assets) at beginning of year2021-09-30$1,278,040
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$784,720
Asset. Corporate debt instrument preferred debt at end of year2021-09-30$2,484,676
Asset. Corporate debt instrument preferred debt at beginning of year2021-09-30$2,911,639
Asset. Corporate debt instrument debt (other) at end of year2021-09-30$2,308,888
Asset. Corporate debt instrument debt (other) at beginning of year2021-09-30$3,174,510
Contract administrator fees2021-09-30$172,409
Liabilities. Value of benefit claims payable at end of year2021-09-30$52,212
Liabilities. Value of benefit claims payable at beginning of year2021-09-30$94,380
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Aggregate proceeds on sale of assets2021-09-30$8,354,937
Aggregate carrying amount (costs) on sale of assets2021-09-30$8,291,262
Opinion of an independent qualified public accountant for this plan2021-09-30Unqualified
Accountancy firm name2021-09-30WITHUMSMITH+BROWN, PC
Accountancy firm EIN2021-09-30222027092
2020 : OREGON BAKERS UNION TRUST FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-09-30$133,097
Total unrealized appreciation/depreciation of assets2020-09-30$133,097
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$228,974
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$145,568
Total income from all sources (including contributions)2020-09-30$15,120,117
Total loss/gain on sale of assets2020-09-30$70,015
Total of all expenses incurred2020-09-30$13,965,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$13,591,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$14,737,452
Value of total assets at end of year2020-09-30$11,896,973
Value of total assets at beginning of year2020-09-30$10,658,681
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$373,548
Total interest from all sources2020-09-30$179,553
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Administrative expenses professional fees incurred2020-09-30$94,388
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$500,000
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$270,025
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-09-30$543,975
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-09-30$1,239,456
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-09-30$94,734
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-09-30$19,848
Administrative expenses (other) incurred2020-09-30$31,928
Liabilities. Value of operating payables at end of year2020-09-30$39,860
Liabilities. Value of operating payables at beginning of year2020-09-30$38,385
Total non interest bearing cash at end of year2020-09-30$2,159,784
Total non interest bearing cash at beginning of year2020-09-30$773,319
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$1,154,886
Value of net assets at end of year (total assets less liabilities)2020-09-30$11,667,999
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$10,513,113
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Investment advisory and management fees2020-09-30$100,059
Income. Interest from US Government securities2020-09-30$45,623
Income. Interest from corporate debt instruments2020-09-30$132,769
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-09-30$199,060
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-09-30$105,526
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-09-30$105,526
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-09-30$1,161
Expenses. Payments to insurance carriers foe the provision of benefits2020-09-30$12,827,006
Asset value of US Government securities at end of year2020-09-30$1,629,965
Asset value of US Government securities at beginning of year2020-09-30$2,779,954
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30Yes
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$14,467,427
Employer contributions (assets) at end of year2020-09-30$1,278,040
Employer contributions (assets) at beginning of year2020-09-30$1,193,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$764,677
Asset. Corporate debt instrument preferred debt at end of year2020-09-30$2,911,639
Asset. Corporate debt instrument preferred debt at beginning of year2020-09-30$1,832,502
Asset. Corporate debt instrument debt (other) at end of year2020-09-30$3,174,510
Asset. Corporate debt instrument debt (other) at beginning of year2020-09-30$2,734,398
Contract administrator fees2020-09-30$147,173
Liabilities. Value of benefit claims payable at end of year2020-09-30$94,380
Liabilities. Value of benefit claims payable at beginning of year2020-09-30$87,335
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Aggregate proceeds on sale of assets2020-09-30$6,372,528
Aggregate carrying amount (costs) on sale of assets2020-09-30$6,302,513
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30No
Opinion of an independent qualified public accountant for this plan2020-09-30Unqualified
Accountancy firm name2020-09-30LINDQUIST LLP
Accountancy firm EIN2020-09-30522385296
2019 : OREGON BAKERS UNION TRUST FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-09-30$123,799
Total unrealized appreciation/depreciation of assets2019-09-30$123,799
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$145,568
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$150,929
Total income from all sources (including contributions)2019-09-30$14,205,847
Total loss/gain on sale of assets2019-09-30$23,379
Total of all expenses incurred2019-09-30$12,742,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$12,395,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$13,875,714
Value of total assets at end of year2019-09-30$10,658,681
Value of total assets at beginning of year2019-09-30$9,201,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$347,066
Total interest from all sources2019-09-30$182,955
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Administrative expenses professional fees incurred2019-09-30$115,808
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$500,000
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$254,686
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-09-30$1,239,456
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-09-30$1,857,760
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-09-30$19,848
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-09-30$23,496
Administrative expenses (other) incurred2019-09-30$20,840
Liabilities. Value of operating payables at end of year2019-09-30$38,385
Liabilities. Value of operating payables at beginning of year2019-09-30$30,721
Total non interest bearing cash at end of year2019-09-30$773,319
Total non interest bearing cash at beginning of year2019-09-30$929,678
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$1,462,993
Value of net assets at end of year (total assets less liabilities)2019-09-30$10,513,113
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$9,050,120
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Investment advisory and management fees2019-09-30$82,419
Income. Interest from US Government securities2019-09-30$62,795
Income. Interest from corporate debt instruments2019-09-30$117,663
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-09-30$105,526
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-09-30$63,110
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-09-30$63,110
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-09-30$2,497
Expenses. Payments to insurance carriers foe the provision of benefits2019-09-30$11,433,556
Asset value of US Government securities at end of year2019-09-30$2,779,954
Asset value of US Government securities at beginning of year2019-09-30$1,158,141
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30Yes
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$13,621,028
Employer contributions (assets) at end of year2019-09-30$1,193,526
Employer contributions (assets) at beginning of year2019-09-30$1,192,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$962,232
Asset. Corporate debt instrument preferred debt at end of year2019-09-30$1,832,502
Asset. Corporate debt instrument preferred debt at beginning of year2019-09-30$1,801,624
Asset. Corporate debt instrument debt (other) at end of year2019-09-30$2,734,398
Asset. Corporate debt instrument debt (other) at beginning of year2019-09-30$2,197,895
Contract administrator fees2019-09-30$127,999
Liabilities. Value of benefit claims payable at end of year2019-09-30$87,335
Liabilities. Value of benefit claims payable at beginning of year2019-09-30$96,712
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Aggregate proceeds on sale of assets2019-09-30$3,069,437
Aggregate carrying amount (costs) on sale of assets2019-09-30$3,046,058
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30No
Opinion of an independent qualified public accountant for this plan2019-09-30Unqualified
Accountancy firm name2019-09-30LINDQUIST LLP
Accountancy firm EIN2019-09-30522385296
2018 : OREGON BAKERS UNION TRUST FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-09-30$-56,607
Total unrealized appreciation/depreciation of assets2018-09-30$-56,607
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$150,929
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$329,518
Total income from all sources (including contributions)2018-09-30$14,245,774
Total loss/gain on sale of assets2018-09-30$-23,581
Total of all expenses incurred2018-09-30$12,618,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$12,288,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$14,204,270
Value of total assets at end of year2018-09-30$9,201,049
Value of total assets at beginning of year2018-09-30$7,752,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$329,499
Total interest from all sources2018-09-30$121,684
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Administrative expenses professional fees incurred2018-09-30$106,615
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$500,000
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$402,439
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-09-30$1,857,760
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-09-30$1,145,866
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-09-30$23,496
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-09-30$221,806
Administrative expenses (other) incurred2018-09-30$26,753
Liabilities. Value of operating payables at end of year2018-09-30$30,721
Liabilities. Value of operating payables at beginning of year2018-09-30$37,656
Total non interest bearing cash at end of year2018-09-30$929,678
Total non interest bearing cash at beginning of year2018-09-30$144,024
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$1,627,573
Value of net assets at end of year (total assets less liabilities)2018-09-30$9,050,120
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$7,422,547
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Investment advisory and management fees2018-09-30$71,927
Income. Interest from US Government securities2018-09-30$25,426
Income. Interest from corporate debt instruments2018-09-30$94,214
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-09-30$63,110
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-09-30$178,577
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-09-30$178,577
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-09-30$2,044
Expenses. Payments to insurance carriers foe the provision of benefits2018-09-30$11,331,769
Asset value of US Government securities at end of year2018-09-30$1,158,141
Asset value of US Government securities at beginning of year2018-09-30$962,725
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$8
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30Yes
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$13,801,831
Employer contributions (assets) at end of year2018-09-30$1,192,841
Employer contributions (assets) at beginning of year2018-09-30$1,178,346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$956,933
Asset. Corporate debt instrument preferred debt at end of year2018-09-30$1,801,624
Asset. Corporate debt instrument preferred debt at beginning of year2018-09-30$1,662,263
Asset. Corporate debt instrument debt (other) at end of year2018-09-30$2,197,895
Asset. Corporate debt instrument debt (other) at beginning of year2018-09-30$2,480,264
Contract administrator fees2018-09-30$124,204
Liabilities. Value of benefit claims payable at end of year2018-09-30$96,712
Liabilities. Value of benefit claims payable at beginning of year2018-09-30$70,056
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Aggregate proceeds on sale of assets2018-09-30$3,502,599
Aggregate carrying amount (costs) on sale of assets2018-09-30$3,526,180
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30No
Opinion of an independent qualified public accountant for this plan2018-09-30Unqualified
Accountancy firm name2018-09-30LINDQUIST LLP
Accountancy firm EIN2018-09-30522385296
2017 : OREGON BAKERS UNION TRUST FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-09-30$-17,494
Total unrealized appreciation/depreciation of assets2017-09-30$-17,494
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$329,518
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$164,459
Total income from all sources (including contributions)2017-09-30$14,553,063
Total loss/gain on sale of assets2017-09-30$-21,239
Total of all expenses incurred2017-09-30$13,739,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$13,413,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$14,481,746
Value of total assets at end of year2017-09-30$7,752,065
Value of total assets at beginning of year2017-09-30$6,773,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$325,952
Total interest from all sources2017-09-30$110,066
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Administrative expenses professional fees incurred2017-09-30$117,892
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$500,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$586,848
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-09-30$1,145,866
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-09-30$21,999
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-09-30$221,806
Administrative expenses (other) incurred2017-09-30$34,777
Liabilities. Value of operating payables at end of year2017-09-30$37,656
Liabilities. Value of operating payables at beginning of year2017-09-30$39,881
Total non interest bearing cash at end of year2017-09-30$144,024
Total non interest bearing cash at beginning of year2017-09-30$473,130
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$813,552
Value of net assets at end of year (total assets less liabilities)2017-09-30$7,422,547
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$6,608,995
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Investment advisory and management fees2017-09-30$62,381
Interest earned on other investments2017-09-30$1,301
Income. Interest from US Government securities2017-09-30$28,837
Income. Interest from corporate debt instruments2017-09-30$79,182
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-09-30$178,577
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-09-30$60,698
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-09-30$60,698
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-09-30$746
Expenses. Payments to insurance carriers foe the provision of benefits2017-09-30$12,624,918
Asset value of US Government securities at end of year2017-09-30$962,725
Asset value of US Government securities at beginning of year2017-09-30$1,333,345
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$-16
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30Yes
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$13,894,898
Employer contributions (assets) at end of year2017-09-30$1,178,346
Employer contributions (assets) at beginning of year2017-09-30$1,167,761
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$788,641
Asset. Corporate debt instrument preferred debt at end of year2017-09-30$1,662,263
Asset. Corporate debt instrument preferred debt at beginning of year2017-09-30$3,716,521
Asset. Corporate debt instrument debt (other) at end of year2017-09-30$2,480,264
Contract administrator fees2017-09-30$110,902
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-09-30No
Liabilities. Value of benefit claims payable at end of year2017-09-30$70,056
Liabilities. Value of benefit claims payable at beginning of year2017-09-30$124,578
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Aggregate proceeds on sale of assets2017-09-30$4,987,940
Aggregate carrying amount (costs) on sale of assets2017-09-30$5,009,179
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30No
Opinion of an independent qualified public accountant for this plan2017-09-30Unqualified
Accountancy firm name2017-09-30LINDQUIST LLP
Accountancy firm EIN2017-09-30522385296
2016 : OREGON BAKERS UNION TRUST FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-09-30$3,257
Total unrealized appreciation/depreciation of assets2016-09-30$3,257
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$2,294,220
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$2,020,002
Total income from all sources (including contributions)2016-09-30$13,571,575
Total loss/gain on sale of assets2016-09-30$10,604
Total of all expenses incurred2016-09-30$14,421,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$14,082,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$13,458,089
Value of total assets at end of year2016-09-30$6,773,454
Value of total assets at beginning of year2016-09-30$7,348,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$338,836
Total interest from all sources2016-09-30$99,625
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Administrative expenses professional fees incurred2016-09-30$88,746
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$500,000
If this is an individual account plan, was there a blackout period2016-09-30No
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$601,236
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-09-30$21,999
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-09-30$904,626
Administrative expenses (other) incurred2016-09-30$53,144
Liabilities. Value of operating payables at end of year2016-09-30$39,881
Liabilities. Value of operating payables at beginning of year2016-09-30$31,836
Total non interest bearing cash at end of year2016-09-30$473,130
Total non interest bearing cash at beginning of year2016-09-30$388,711
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$-849,669
Value of net assets at end of year (total assets less liabilities)2016-09-30$4,479,234
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$5,328,903
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Investment advisory and management fees2016-09-30$86,310
Income. Interest from US Government securities2016-09-30$31,907
Income. Interest from corporate debt instruments2016-09-30$67,537
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-09-30$60,698
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-09-30$21,878
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-09-30$21,878
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-09-30$181
Expenses. Payments to insurance carriers foe the provision of benefits2016-09-30$13,022,765
Asset value of US Government securities at end of year2016-09-30$1,333,345
Asset value of US Government securities at beginning of year2016-09-30$1,535,387
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30Yes
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$12,856,853
Employer contributions (assets) at end of year2016-09-30$1,167,761
Employer contributions (assets) at beginning of year2016-09-30$1,057,094
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$1,059,643
Asset. Corporate debt instrument preferred debt at end of year2016-09-30$3,716,521
Asset. Corporate debt instrument preferred debt at beginning of year2016-09-30$3,441,209
Contract administrator fees2016-09-30$110,636
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-09-30No
Liabilities. Value of benefit claims payable at end of year2016-09-30$2,254,339
Liabilities. Value of benefit claims payable at beginning of year2016-09-30$1,988,166
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Aggregate proceeds on sale of assets2016-09-30$4,475,003
Aggregate carrying amount (costs) on sale of assets2016-09-30$4,464,399
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30No
Opinion of an independent qualified public accountant for this plan2016-09-30Unqualified
Accountancy firm name2016-09-30ALDRICH CPAS AND ADVISORS LLP
Accountancy firm EIN2016-09-30930623286
2015 : OREGON BAKERS UNION TRUST FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-09-30$-7,684
Total unrealized appreciation/depreciation of assets2015-09-30$-7,684
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$2,020,002
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$1,994,640
Total income from all sources (including contributions)2015-09-30$13,236,025
Total loss/gain on sale of assets2015-09-30$532
Total of all expenses incurred2015-09-30$12,714,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$12,403,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$13,158,305
Value of total assets at end of year2015-09-30$7,348,905
Value of total assets at beginning of year2015-09-30$6,801,957
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$310,540
Total interest from all sources2015-09-30$79,176
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Administrative expenses professional fees incurred2015-09-30$86,500
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$500,000
If this is an individual account plan, was there a blackout period2015-09-30No
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$535,424
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-09-30$904,626
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-09-30$1,345,038
Other income not declared elsewhere2015-09-30$5,696
Administrative expenses (other) incurred2015-09-30$49,497
Liabilities. Value of operating payables at end of year2015-09-30$31,836
Liabilities. Value of operating payables at beginning of year2015-09-30$22,796
Total non interest bearing cash at end of year2015-09-30$388,711
Total non interest bearing cash at beginning of year2015-09-30$365,793
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$521,586
Value of net assets at end of year (total assets less liabilities)2015-09-30$5,328,903
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$4,807,317
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Investment advisory and management fees2015-09-30$64,176
Income. Interest from US Government securities2015-09-30$21,063
Income. Interest from corporate debt instruments2015-09-30$58,093
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-09-30$21,878
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-09-30$51,483
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-09-30$51,483
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-09-30$20
Expenses. Payments to insurance carriers foe the provision of benefits2015-09-30$11,472,948
Asset value of US Government securities at end of year2015-09-30$1,535,387
Asset value of US Government securities at beginning of year2015-09-30$1,158,188
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30Yes
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$12,622,881
Employer contributions (assets) at end of year2015-09-30$1,057,094
Employer contributions (assets) at beginning of year2015-09-30$1,092,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$930,951
Asset. Corporate debt instrument preferred debt at end of year2015-09-30$3,441,209
Asset. Corporate debt instrument preferred debt at beginning of year2015-09-30$2,788,776
Contract administrator fees2015-09-30$110,367
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-09-30No
Liabilities. Value of benefit claims payable at end of year2015-09-30$1,988,166
Liabilities. Value of benefit claims payable at beginning of year2015-09-30$1,971,844
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Aggregate proceeds on sale of assets2015-09-30$3,149,891
Aggregate carrying amount (costs) on sale of assets2015-09-30$3,149,359
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30No
Opinion of an independent qualified public accountant for this plan2015-09-30Unqualified
Accountancy firm name2015-09-30AKT LLP
Accountancy firm EIN2015-09-30930623286
2014 : OREGON BAKERS UNION TRUST FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-09-30$-23,127
Total unrealized appreciation/depreciation of assets2014-09-30$-23,127
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$1,994,640
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$1,933,473
Total income from all sources (including contributions)2014-09-30$12,852,303
Total loss/gain on sale of assets2014-09-30$6,214
Total of all expenses incurred2014-09-30$11,925,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$11,646,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$12,792,064
Value of total assets at end of year2014-09-30$6,801,957
Value of total assets at beginning of year2014-09-30$5,814,438
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$279,673
Total interest from all sources2014-09-30$74,412
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Administrative expenses professional fees incurred2014-09-30$67,920
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$500,000
If this is an individual account plan, was there a blackout period2014-09-30No
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$521,629
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-09-30$1,345,038
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-09-30$830,237
Other income not declared elsewhere2014-09-30$2,740
Administrative expenses (other) incurred2014-09-30$51,065
Liabilities. Value of operating payables at end of year2014-09-30$22,796
Liabilities. Value of operating payables at beginning of year2014-09-30$49,465
Total non interest bearing cash at end of year2014-09-30$365,793
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$926,352
Value of net assets at end of year (total assets less liabilities)2014-09-30$4,807,317
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$3,880,965
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Investment advisory and management fees2014-09-30$52,870
Income. Interest from US Government securities2014-09-30$22,302
Income. Interest from corporate debt instruments2014-09-30$52,097
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-09-30$51,483
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-09-30$74,148
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-09-30$74,148
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-09-30$13
Expenses. Payments to insurance carriers foe the provision of benefits2014-09-30$10,777,754
Asset value of US Government securities at end of year2014-09-30$1,158,188
Asset value of US Government securities at beginning of year2014-09-30$1,141,879
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30Yes
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$12,270,435
Employer contributions (assets) at end of year2014-09-30$1,092,679
Employer contributions (assets) at beginning of year2014-09-30$1,024,553
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$868,524
Asset. Corporate debt instrument preferred debt at end of year2014-09-30$2,788,776
Asset. Corporate debt instrument preferred debt at beginning of year2014-09-30$2,743,621
Contract administrator fees2014-09-30$107,818
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-09-30No
Liabilities. Value of benefit claims payable at end of year2014-09-30$1,971,844
Liabilities. Value of benefit claims payable at beginning of year2014-09-30$1,884,008
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Aggregate proceeds on sale of assets2014-09-30$2,865,395
Aggregate carrying amount (costs) on sale of assets2014-09-30$2,859,181
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30No
Opinion of an independent qualified public accountant for this plan2014-09-30Unqualified
Accountancy firm name2014-09-30AKT LLP
Accountancy firm EIN2014-09-30930623286
2013 : OREGON BAKERS UNION TRUST FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-09-30$-53,974
Total unrealized appreciation/depreciation of assets2013-09-30$-53,974
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$1,933,473
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$1,941,434
Total income from all sources (including contributions)2013-09-30$12,381,404
Total loss/gain on sale of assets2013-09-30$-681
Total of all expenses incurred2013-09-30$11,856,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$11,554,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$12,342,613
Value of total assets at end of year2013-09-30$5,814,438
Value of total assets at beginning of year2013-09-30$5,297,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$301,926
Total interest from all sources2013-09-30$90,560
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Administrative expenses professional fees incurred2013-09-30$104,899
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$500,000
If this is an individual account plan, was there a blackout period2013-09-30No
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$464,352
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-09-30$830,237
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-09-30$19,879
Other income not declared elsewhere2013-09-30$2,886
Administrative expenses (other) incurred2013-09-30$41,408
Liabilities. Value of operating payables at end of year2013-09-30$49,465
Liabilities. Value of operating payables at beginning of year2013-09-30$51,550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$524,867
Value of net assets at end of year (total assets less liabilities)2013-09-30$3,880,965
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$3,356,098
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Investment advisory and management fees2013-09-30$55,024
Income. Interest from US Government securities2013-09-30$31,660
Income. Interest from corporate debt instruments2013-09-30$58,874
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-09-30$74,148
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-09-30$251,801
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-09-30$251,801
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-09-30$26
Expenses. Payments to insurance carriers foe the provision of benefits2013-09-30$10,696,691
Asset value of US Government securities at end of year2013-09-30$1,141,879
Asset value of US Government securities at beginning of year2013-09-30$1,709,603
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30Yes
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$11,878,261
Employer contributions (assets) at end of year2013-09-30$1,024,553
Employer contributions (assets) at beginning of year2013-09-30$984,703
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$857,920
Asset. Corporate debt instrument preferred debt at end of year2013-09-30$2,743,621
Asset. Corporate debt instrument preferred debt at beginning of year2013-09-30$2,331,546
Contract administrator fees2013-09-30$100,595
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-09-30No
Liabilities. Value of benefit claims payable at end of year2013-09-30$1,884,008
Liabilities. Value of benefit claims payable at beginning of year2013-09-30$1,889,884
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Aggregate proceeds on sale of assets2013-09-30$2,332,752
Aggregate carrying amount (costs) on sale of assets2013-09-30$2,333,433
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30No
Opinion of an independent qualified public accountant for this plan2013-09-30Unqualified
Accountancy firm name2013-09-30AKT LLP
Accountancy firm EIN2013-09-30930623286
2012 : OREGON BAKERS UNION TRUST FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-09-30$18,450
Total unrealized appreciation/depreciation of assets2012-09-30$18,450
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$1,941,434
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$1,474,716
Total income from all sources (including contributions)2012-09-30$11,160,722
Total loss/gain on sale of assets2012-09-30$29,255
Total of all expenses incurred2012-09-30$11,850,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$11,529,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$11,001,703
Value of total assets at end of year2012-09-30$5,297,532
Value of total assets at beginning of year2012-09-30$5,520,170
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$320,924
Total interest from all sources2012-09-30$109,713
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Administrative expenses professional fees incurred2012-09-30$131,769
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$500,000
If this is an individual account plan, was there a blackout period2012-09-30No
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$414,018
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-09-30$19,879
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-09-30$577,351
Other income not declared elsewhere2012-09-30$1,601
Administrative expenses (other) incurred2012-09-30$37,659
Liabilities. Value of operating payables at end of year2012-09-30$51,550
Liabilities. Value of operating payables at beginning of year2012-09-30$41,956
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$-689,356
Value of net assets at end of year (total assets less liabilities)2012-09-30$3,356,098
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$4,045,454
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Investment advisory and management fees2012-09-30$52,673
Income. Interest from US Government securities2012-09-30$39,418
Income. Interest from corporate debt instruments2012-09-30$70,270
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-09-30$251,801
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-09-30$598,913
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-09-30$598,913
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-09-30$25
Expenses. Payments to insurance carriers foe the provision of benefits2012-09-30$10,786,117
Asset value of US Government securities at end of year2012-09-30$1,709,603
Asset value of US Government securities at beginning of year2012-09-30$1,286,509
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30Yes
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$10,587,685
Employer contributions (assets) at end of year2012-09-30$984,703
Employer contributions (assets) at beginning of year2012-09-30$744,735
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$743,037
Asset. Corporate debt instrument preferred debt at end of year2012-09-30$2,331,546
Asset. Corporate debt instrument preferred debt at beginning of year2012-09-30$2,312,662
Contract administrator fees2012-09-30$98,823
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-09-30No
Liabilities. Value of benefit claims payable at end of year2012-09-30$1,889,884
Liabilities. Value of benefit claims payable at beginning of year2012-09-30$1,432,760
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Aggregate proceeds on sale of assets2012-09-30$3,300,083
Aggregate carrying amount (costs) on sale of assets2012-09-30$3,270,828
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30No
Opinion of an independent qualified public accountant for this plan2012-09-30Unqualified
Accountancy firm name2012-09-30AKT LLP
Accountancy firm EIN2012-09-30930623286
2011 : OREGON BAKERS UNION TRUST FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-09-30$-65,972
Total unrealized appreciation/depreciation of assets2011-09-30$-65,972
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$1,474,716
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$1,444,061
Total income from all sources (including contributions)2011-09-30$8,932,798
Total loss/gain on sale of assets2011-09-30$13,250
Total of all expenses incurred2011-09-30$9,006,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$8,692,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$8,868,247
Value of total assets at end of year2011-09-30$5,520,170
Value of total assets at beginning of year2011-09-30$5,562,945
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$313,498
Total interest from all sources2011-09-30$115,781
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Administrative expenses professional fees incurred2011-09-30$134,079
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$500,000
If this is an individual account plan, was there a blackout period2011-09-30No
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$302,236
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-09-30$577,351
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-09-30$706,872
Other income not declared elsewhere2011-09-30$1,492
Administrative expenses (other) incurred2011-09-30$41,009
Liabilities. Value of operating payables at end of year2011-09-30$41,956
Liabilities. Value of operating payables at beginning of year2011-09-30$32,893
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$-73,430
Value of net assets at end of year (total assets less liabilities)2011-09-30$4,045,454
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$4,118,884
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Investment advisory and management fees2011-09-30$46,058
Income. Interest from US Government securities2011-09-30$42,763
Income. Interest from corporate debt instruments2011-09-30$72,766
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-09-30$598,913
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$204,002
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$204,002
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-09-30$252
Expenses. Payments to insurance carriers foe the provision of benefits2011-09-30$8,060,942
Asset value of US Government securities at end of year2011-09-30$1,286,509
Asset value of US Government securities at beginning of year2011-09-30$2,208,474
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30Yes
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$8,566,011
Employer contributions (assets) at end of year2011-09-30$744,735
Employer contributions (assets) at beginning of year2011-09-30$740,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$631,788
Asset. Corporate debt instrument preferred debt at end of year2011-09-30$2,312,662
Asset. Corporate debt instrument preferred debt at beginning of year2011-09-30$1,703,004
Contract administrator fees2011-09-30$92,352
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-09-30No
Liabilities. Value of benefit claims payable at end of year2011-09-30$1,432,760
Liabilities. Value of benefit claims payable at beginning of year2011-09-30$1,411,168
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Aggregate proceeds on sale of assets2011-09-30$4,660,833
Aggregate carrying amount (costs) on sale of assets2011-09-30$4,647,583
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30No
Opinion of an independent qualified public accountant for this plan2011-09-30Unqualified
Accountancy firm name2011-09-30AKT LLP
Accountancy firm EIN2011-09-30930623286

Form 5500 Responses for OREGON BAKERS UNION TRUST FUND

2021: OREGON BAKERS UNION TRUST FUND 2021 form 5500 responses
2021-10-01Type of plan entityMulti-employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement - TrustYes
2020: OREGON BAKERS UNION TRUST FUND 2020 form 5500 responses
2020-10-01Type of plan entityMulti-employer plan
2020-10-01Plan is a collectively bargained planYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement - TrustYes
2019: OREGON BAKERS UNION TRUST FUND 2019 form 5500 responses
2019-10-01Type of plan entityMulti-employer plan
2019-10-01Plan is a collectively bargained planYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: OREGON BAKERS UNION TRUST FUND 2018 form 5500 responses
2018-10-01Type of plan entityMulti-employer plan
2018-10-01Plan is a collectively bargained planYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: OREGON BAKERS UNION TRUST FUND 2017 form 5500 responses
2017-10-01Type of plan entityMulti-employer plan
2017-10-01Plan is a collectively bargained planYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2016: OREGON BAKERS UNION TRUST FUND 2016 form 5500 responses
2016-10-01Type of plan entityMulti-employer plan
2016-10-01Plan is a collectively bargained planYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: OREGON BAKERS UNION TRUST FUND 2015 form 5500 responses
2015-10-01Type of plan entityMulti-employer plan
2015-10-01Plan is a collectively bargained planYes
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes
2014: OREGON BAKERS UNION TRUST FUND 2014 form 5500 responses
2014-10-01Type of plan entityMulti-employer plan
2014-10-01Plan is a collectively bargained planYes
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes
2013: OREGON BAKERS UNION TRUST FUND 2013 form 5500 responses
2013-10-01Type of plan entityMulti-employer plan
2013-10-01Plan is a collectively bargained planYes
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes
2012: OREGON BAKERS UNION TRUST FUND 2012 form 5500 responses
2012-10-01Type of plan entityMulti-employer plan
2012-10-01Plan is a collectively bargained planYes
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2011: OREGON BAKERS UNION TRUST FUND 2011 form 5500 responses
2011-10-01Type of plan entityMulti-employer plan
2011-10-01Plan is a collectively bargained planYes
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes
2009: OREGON BAKERS UNION TRUST FUND 2009 form 5500 responses
2009-10-01Type of plan entityMulti-employer plan
2009-10-01This submission is the final filingNo
2009-10-01Plan is a collectively bargained planYes
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement - TrustYes
2008: OREGON BAKERS UNION TRUST FUND 2008 form 5500 responses
2008-10-01Type of plan entityMulti-employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

REGENCE BLUECROSS BLUESHIELD OF OREGON (National Association of Insurance Commissioners NAIC id number: 54933 )
Policy contract number10003499
Policy instance 4
Insurance contract or identification number10003499
Number of Individuals Covered1382
Insurance policy start date2021-08-01
Insurance policy end date2022-07-31
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?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 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?Yes
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
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 )
Policy contract numberOR001991
Policy instance 3
Insurance contract or identification numberOR001991
Number of Individuals Covered831
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $20,936
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 number10124
Policy instance 2
Insurance contract or identification number10124
Number of Individuals Covered72
Insurance policy start date2021-08-01
Insurance policy end date2022-07-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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 $283,578
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 number2895
Policy instance 1
Insurance contract or identification number2895
Number of Individuals Covered697
Insurance policy start date2021-08-01
Insurance policy end date2022-07-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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 $4,246,075
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WILLAMETTE DENTAL INSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 57069 )
Policy contract numberOR104
Policy instance 5
Insurance contract or identification numberOR104
Number of Individuals Covered138
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
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 BenefitYes
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
WILLAMETTE DENTAL INSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 57069 )
Policy contract numberOR104
Policy instance 4
Insurance contract or identification numberOR104
Number of Individuals Covered134
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
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 number10124
Policy instance 2
Insurance contract or identification number10124
Number of Individuals Covered67
Insurance policy start date2020-08-01
Insurance policy end date2021-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $256,411
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 )
Policy contract numberOR001991
Policy instance 3
Insurance contract or identification numberOR001991
Number of Individuals Covered832
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $21,148
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
REGENCE BLUECROSS BLUESHIELD OF OREGON (National Association of Insurance Commissioners NAIC id number: 54933 )
Policy contract number10003499
Policy instance 5
Insurance contract or identification number10003499
Number of Individuals Covered1447
Insurance policy start date2020-08-01
Insurance policy end date2021-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Were dividends or retroactive rate refunds paid in cash?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
REGENCE BLUECROSS BLUESHIELD OF OREGON (National Association of Insurance Commissioners NAIC id number: 54933 )
Policy contract number40000023
Policy instance 6
Insurance contract or identification number40000023
Number of Individuals Covered206
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $655,064
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 number2895
Policy instance 1
Insurance contract or identification number2895
Number of Individuals Covered749
Insurance policy start date2020-08-01
Insurance policy end date2021-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,255,592
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 number2895
Policy instance 1
Insurance contract or identification number2895
Number of Individuals Covered751
Insurance policy start date2019-08-01
Insurance policy end date2020-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,820,988
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
REGENCE BLUECROSS BLUESHIELD OF OREGON (National Association of Insurance Commissioners NAIC id number: 54933 )
Policy contract number10003499
Policy instance 5
Insurance contract or identification number10003499
Number of Individuals Covered1469
Insurance policy start date2019-08-01
Insurance policy end date2020-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Were dividends or retroactive rate refunds paid in cash?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number10124
Policy instance 2
Insurance contract or identification number10124
Number of Individuals Covered63
Insurance policy start date2019-08-01
Insurance policy end date2020-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $245,872
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 )
Policy contract numberOR001991
Policy instance 3
Insurance contract or identification numberOR001991
Number of Individuals Covered874
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $21,138
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WILLAMETTE DENTAL INSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 57069 )
Policy contract numberOR104
Policy instance 4
Insurance contract or identification numberOR104
Number of Individuals Covered131
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $54,946
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
REGENCE BLUECROSS BLUESHIELD OF OREGON (National Association of Insurance Commissioners NAIC id number: 54933 )
Policy contract number40000023
Policy instance 6
Insurance contract or identification number40000023
Number of Individuals Covered195
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 $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $631,416
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 number2895
Policy instance 1
Insurance contract or identification number2895
Number of Individuals Covered786
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,795,826
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 number10124
Policy instance 2
Insurance contract or identification number10124
Number of Individuals Covered57
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $227,207
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 )
Policy contract numberOR001991
Policy instance 3
Insurance contract or identification numberOR001991
Number of Individuals Covered817
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $20,002
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WILLAMETTE DENTAL INSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 57069 )
Policy contract numberOR104
Policy instance 4
Insurance contract or identification numberOR104
Number of Individuals Covered143
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $50,892
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
REGENCE BLUECROSS BLUESHIELD OF OREGON (National Association of Insurance Commissioners NAIC id number: 54933 )
Policy contract number10003499
Policy instance 5
Insurance contract or identification number10003499
Number of Individuals Covered1395
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Were dividends or retroactive rate refunds paid in cash?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
REGENCE BLUECROSS BLUESHIELD OF OREGON (National Association of Insurance Commissioners NAIC id number: 54933 )
Policy contract number40000023
Policy instance 6
Insurance contract or identification number40000023
Number of Individuals Covered190
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $563,942
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
REGENCE BLUECROSS BLUESHIELD OF OREGON (National Association of Insurance Commissioners NAIC id number: 54933 )
Policy contract number40000023
Policy instance 6
Insurance contract or identification number40000023
Number of Individuals Covered183
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $515,376
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WILLAMETTE DENTAL INSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 57069 )
Policy contract numberOR104/Z1683
Policy instance 4
Insurance contract or identification numberOR104/Z1683
Number of Individuals Covered146
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $47,694
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
REGENCE BLUECROSS BLUESHIELD OF OREGON (National Association of Insurance Commissioners NAIC id number: 54933 )
Policy contract number10003499
Policy instance 5
Insurance contract or identification number10003499
Number of Individuals Covered1393
Insurance policy start date2017-08-01
Insurance policy end date2018-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Were dividends or retroactive rate refunds paid in cash?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 )
Policy contract numberOR001991
Policy instance 3
Insurance contract or identification numberOR001991
Number of Individuals Covered831
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $20,541
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 number10124
Policy instance 2
Insurance contract or identification number10124
Number of Individuals Covered58
Insurance policy start date2017-08-01
Insurance policy end date2018-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $201,220
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 number2895
Policy instance 1
Insurance contract or identification number2895
Number of Individuals Covered859
Insurance policy start date2017-08-01
Insurance policy end date2018-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,720,346
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 number2895
Policy instance 1
Insurance contract or identification number2895
Number of Individuals Covered815
Insurance policy start date2015-08-01
Insurance policy end date2016-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,516,085
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 number10124
Policy instance 2
Insurance contract or identification number10124
Number of Individuals Covered51
Insurance policy start date2015-08-01
Insurance policy end date2016-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $193,039
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 )
Policy contract numberOR001991
Policy instance 3
Insurance contract or identification numberOR001991
Number of Individuals Covered832
Insurance policy start date2015-08-01
Insurance policy end date2016-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $289
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $20,463
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees289
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION 209 PLUS INDIRECT COMPENSATION 80
Insurance broker organization code?3
Insurance broker nameBRATRUD MIDDLETON INS BROKERS INC
REGENCE BLUECROSS BLUESHIELD OF OREGON (National Association of Insurance Commissioners NAIC id number: 54933 )
Policy contract number10003499
Policy instance 4
Insurance contract or identification number10003499
Number of Individuals Covered1554
Insurance policy start date2015-08-01
Insurance policy end date2016-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,035,707
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 number10124
Policy instance 2
Insurance contract or identification number10124
Number of Individuals Covered53
Insurance policy start date2014-08-01
Insurance policy end date2015-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $183,159
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 )
Policy contract numberOR001991
Policy instance 3
Insurance contract or identification numberOR001991
Number of Individuals Covered835
Insurance policy start date2014-08-01
Insurance policy end date2015-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $705
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $20,654
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees705
Additional information about fees paid to insurance brokerINDIRECT COMPENSATION/ADDITIONAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameBRATRUD MIDDLETON INS BROKERS INC
REGENCE BLUECROSS BLUESHIELD OF OREGON (National Association of Insurance Commissioners NAIC id number: 54933 )
Policy contract number10003499
Policy instance 4
Insurance contract or identification number10003499
Number of Individuals Covered650
Insurance policy start date2014-08-01
Insurance policy end date2015-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $877,407
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 number2895
Policy instance 1
Insurance contract or identification number2895
Number of Individuals Covered847
Insurance policy start date2014-08-01
Insurance policy end date2015-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,611,854
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 number2895
Policy instance 1
Insurance contract or identification number2895
Number of Individuals Covered306
Insurance policy start date2013-08-01
Insurance policy end date2014-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,338,114
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 )
Policy contract numberOR001991
Policy instance 3
Insurance contract or identification numberOR001991
Number of Individuals Covered836
Insurance policy start date2013-08-01
Insurance policy end date2014-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $20,084
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
REGENCE BLUECROSS BLUESHIELD OF OREGON (National Association of Insurance Commissioners NAIC id number: 54933 )
Policy contract number10003499
Policy instance 4
Insurance contract or identification number10003499
Number of Individuals Covered630
Insurance policy start date2013-08-01
Insurance policy end date2014-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $763,649
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 number10124
Policy instance 2
Insurance contract or identification number10124
Number of Individuals Covered40
Insurance policy start date2013-08-01
Insurance policy end date2014-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $223,394
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
REGENCE BLUECROSS BLUESHIELD OF OREGON (National Association of Insurance Commissioners NAIC id number: 54933 )
Policy contract number10003499
Policy instance 4
Insurance contract or identification number10003499
Number of Individuals Covered689
Insurance policy start date2012-08-01
Insurance policy end date2013-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $667,847
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 )
Policy contract numberOR001991
Policy instance 3
Insurance contract or identification numberOR001991
Number of Individuals Covered807
Insurance policy start date2012-08-01
Insurance policy end date2013-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $19,778
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 number10124
Policy instance 2
Insurance contract or identification number10124
Number of Individuals Covered38
Insurance policy start date2012-08-01
Insurance policy end date2013-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $554,663
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 number2895
Policy instance 1
Insurance contract or identification number2895
Number of Individuals Covered286
Insurance policy start date2012-08-01
Insurance policy end date2013-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,382,290
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
REGENCE BLUECROSS BLUESHIELD OF OREGON (National Association of Insurance Commissioners NAIC id number: 54933 )
Policy contract number10003499
Policy instance 4
Insurance contract or identification number10003499
Number of Individuals Covered680
Insurance policy start date2011-08-01
Insurance policy end date2012-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $533,723
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 )
Policy contract numberOR001991
Policy instance 3
Insurance contract or identification numberOR001991
Number of Individuals Covered806
Insurance policy start date2011-08-01
Insurance policy end date2012-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $18,680
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 number10124
Policy instance 2
Insurance contract or identification number10124
Number of Individuals Covered68
Insurance policy start date2011-08-01
Insurance policy end date2012-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $503,714
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 number2895
Policy instance 1
Insurance contract or identification number2895
Number of Individuals Covered290
Insurance policy start date2011-08-01
Insurance policy end date2012-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,792,214
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 number2895
Policy instance 1
Insurance contract or identification number2895
Number of Individuals Covered311
Insurance policy start date2010-08-01
Insurance policy end date2011-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,956,818
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 number10124
Policy instance 2
Insurance contract or identification number10124
Number of Individuals Covered54
Insurance policy start date2010-08-01
Insurance policy end date2011-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $406,132
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 )
Policy contract numberOR001991
Policy instance 3
Insurance contract or identification numberOR001991
Number of Individuals Covered684
Insurance policy start date2010-08-01
Insurance policy end date2011-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $17,355
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
REGENCE BLUECROSS BLUESHIELD OF OREGON (National Association of Insurance Commissioners NAIC id number: 54933 )
Policy contract number10003499
Policy instance 4
Insurance contract or identification number10003499
Number of Individuals Covered531
Insurance policy start date2010-08-01
Insurance policy end date2011-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Were dividends or retroactive rate refunds paid in cash?Yes
Welfare Benefit Premiums Paid to CarrierUSD $449,485
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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