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OREGON TEAMSTER EMPLOYERS TRUST 401k Plan overview

Plan NameOREGON TEAMSTER EMPLOYERS TRUST
Plan identification number 501

OREGON TEAMSTER EMPLOYERS TRUST 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

BD OF TRUSTEES OF OREGON TEAMSTER EMPLOYERS TRUST has sponsored the creation of one or more 401k plans.

Company Name:BD OF TRUSTEES OF OREGON TEAMSTER EMPLOYERS TRUST
Employer identification number (EIN):936021475
NAIC Classification:484110
NAIC Description:General Freight Trucking, Local

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OREGON TEAMSTER EMPLOYERS TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01JERRY D'AMBROSIO2023-10-13 MARK DAVISON2023-10-11
5012021-01-01JERRY D'AMBROSIO2022-10-17 MARK DAVISON2022-10-16
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01STEPHEN ERDMANN THOMAS WATT2018-10-09
5012016-01-01STEPHEN ERDMANN THOMAS WATT2017-10-12
5012015-01-01STEPHEN ERDMANN THOMAS WATT2016-10-12
5012014-01-01STEPHEN ERDMANN THOMAS WATT2015-10-08
5012013-01-01STEPHEN ERDMANN THOMAS WATT2014-09-29
5012012-01-01STEPHEN ERDMANN THOMAS WATT2013-10-09
5012011-01-01STEPHEN ERDMANN THOMAS WATT2012-10-11
5012010-01-01STEPHEN ERDMANN THOMAS WATT2011-09-28
5012009-01-01STEPHEN ERDMANN THOMAS WATT2010-10-08

Plan Statistics for OREGON TEAMSTER EMPLOYERS TRUST

401k plan membership statisitcs for OREGON TEAMSTER EMPLOYERS TRUST

Measure Date Value
2022: OREGON TEAMSTER EMPLOYERS TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-0111,624
Total number of active participants reported on line 7a of the Form 55002022-01-0110,156
Number of retired or separated participants receiving benefits2022-01-011,535
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-0111,691
Number of employers contributing to the scheme2022-01-01216
2021: OREGON TEAMSTER EMPLOYERS TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-0110,976
Total number of active participants reported on line 7a of the Form 55002021-01-019,935
Number of retired or separated participants receiving benefits2021-01-011,480
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-0111,415
Number of employers contributing to the scheme2021-01-01223
2020: OREGON TEAMSTER EMPLOYERS TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0111,637
Total number of active participants reported on line 7a of the Form 55002020-01-0110,400
Number of retired or separated participants receiving benefits2020-01-011,445
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0111,845
Number of employers contributing to the scheme2020-01-01222
2019: OREGON TEAMSTER EMPLOYERS TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0110,771
Total number of active participants reported on line 7a of the Form 55002019-01-019,880
Number of retired or separated participants receiving benefits2019-01-011,186
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0111,066
Number of employers contributing to the scheme2019-01-01225
2018: OREGON TEAMSTER EMPLOYERS TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0111,202
Total number of active participants reported on line 7a of the Form 55002018-01-019,534
Number of retired or separated participants receiving benefits2018-01-011,237
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0110,771
Number of employers contributing to the scheme2018-01-01209
2017: OREGON TEAMSTER EMPLOYERS TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0111,196
Total number of active participants reported on line 7a of the Form 55002017-01-0110,066
Number of retired or separated participants receiving benefits2017-01-011,136
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0111,202
Number of employers contributing to the scheme2017-01-01198
2016: OREGON TEAMSTER EMPLOYERS TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0110,952
Total number of active participants reported on line 7a of the Form 55002016-01-019,811
Number of retired or separated participants receiving benefits2016-01-011,313
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0111,124
Number of employers contributing to the scheme2016-01-01196
2015: OREGON TEAMSTER EMPLOYERS TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0110,770
Total number of active participants reported on line 7a of the Form 55002015-01-019,615
Number of retired or separated participants receiving benefits2015-01-011,337
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0110,952
Number of employers contributing to the scheme2015-01-01192
2014: OREGON TEAMSTER EMPLOYERS TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0110,650
Total number of active participants reported on line 7a of the Form 55002014-01-018,898
Number of retired or separated participants receiving benefits2014-01-011,365
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0110,263
Number of employers contributing to the scheme2014-01-01186
2013: OREGON TEAMSTER EMPLOYERS TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0110,941
Total number of active participants reported on line 7a of the Form 55002013-01-019,180
Number of retired or separated participants receiving benefits2013-01-011,470
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0110,650
Number of employers contributing to the scheme2013-01-01180
2012: OREGON TEAMSTER EMPLOYERS TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0110,636
Total number of active participants reported on line 7a of the Form 55002012-01-019,413
Number of retired or separated participants receiving benefits2012-01-01984
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0110,397
Number of employers contributing to the scheme2012-01-01187
2011: OREGON TEAMSTER EMPLOYERS TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0111,961
Total number of active participants reported on line 7a of the Form 55002011-01-0110,013
Number of retired or separated participants receiving benefits2011-01-011,411
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0111,424
Number of employers contributing to the scheme2011-01-01207
2010: OREGON TEAMSTER EMPLOYERS TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-0111,994
Total number of active participants reported on line 7a of the Form 55002010-01-0110,778
Number of retired or separated participants receiving benefits2010-01-011,334
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0112,112
Number of employers contributing to the scheme2010-01-01210
2009: OREGON TEAMSTER EMPLOYERS TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0112,509
Total number of active participants reported on line 7a of the Form 55002009-01-0110,662
Number of retired or separated participants receiving benefits2009-01-011,332
Total of all active and inactive participants2009-01-0111,994
Number of employers contributing to the scheme2009-01-01238

Financial Data on OREGON TEAMSTER EMPLOYERS TRUST

Measure Date Value
2022 : OREGON TEAMSTER EMPLOYERS TRUST 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-10,244,727
Total unrealized appreciation/depreciation of assets2022-12-31$-10,244,727
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$30,112,473
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$23,356,288
Total income from all sources (including contributions)2022-12-31$209,713,048
Total loss/gain on sale of assets2022-12-31$-6,093,539
Total of all expenses incurred2022-12-31$200,445,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$192,127,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$215,075,837
Value of total assets at end of year2022-12-31$202,883,982
Value of total assets at beginning of year2022-12-31$186,860,594
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$8,318,417
Total interest from all sources2022-12-31$3,417,583
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$38,582
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$38,582
Administrative expenses professional fees incurred2022-12-31$412,657
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$5,432,369
Assets. Other investments not covered elsewhere at end of year2022-12-31$17,776,479
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$12,248,408
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$5,155,873
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$4,631,077
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$3,846,822
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$2,034,049
Other income not declared elsewhere2022-12-31$7,519,312
Administrative expenses (other) incurred2022-12-31$6,160,198
Liabilities. Value of operating payables at end of year2022-12-31$1,473,651
Liabilities. Value of operating payables at beginning of year2022-12-31$1,347,239
Total non interest bearing cash at end of year2022-12-31$8,151,500
Total non interest bearing cash at beginning of year2022-12-31$3,324,465
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$9,267,203
Value of net assets at end of year (total assets less liabilities)2022-12-31$172,771,509
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$163,504,306
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$428,806
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,537,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,119,688
Interest earned on other investments2022-12-31$506,604
Income. Interest from US Government securities2022-12-31$1,058,161
Income. Interest from corporate debt instruments2022-12-31$1,852,818
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$25,071,392
Asset value of US Government securities at end of year2022-12-31$88,160,527
Asset value of US Government securities at beginning of year2022-12-31$93,888,619
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$209,643,468
Employer contributions (assets) at end of year2022-12-31$16,847,829
Employer contributions (assets) at beginning of year2022-12-31$17,144,464
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$167,056,036
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$28,202,700
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$19,294,676
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$35,051,122
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$34,209,197
Contract administrator fees2022-12-31$1,316,756
Liabilities. Value of benefit claims payable at end of year2022-12-31$24,792,000
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$19,975,000
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$227,543,359
Aggregate carrying amount (costs) on sale of assets2022-12-31$233,636,898
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WITHUMSMITH+BROWN, PC
Accountancy firm EIN2022-12-31222027092
2021 : OREGON TEAMSTER EMPLOYERS TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-2,666,302
Total unrealized appreciation/depreciation of assets2021-12-31$-2,666,302
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$23,356,288
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$18,060,704
Total income from all sources (including contributions)2021-12-31$217,699,167
Total loss/gain on sale of assets2021-12-31$-1,167,693
Total of all expenses incurred2021-12-31$195,886,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$187,356,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$212,302,486
Value of total assets at end of year2021-12-31$186,860,594
Value of total assets at beginning of year2021-12-31$159,752,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$8,530,219
Total interest from all sources2021-12-31$2,082,667
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$664
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$664
Administrative expenses professional fees incurred2021-12-31$535,166
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$5,317,077
Assets. Other investments not covered elsewhere at end of year2021-12-31$12,248,408
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$10,026,681
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$4,631,077
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$3,956,760
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$2,034,049
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$2,805,958
Other income not declared elsewhere2021-12-31$7,147,345
Administrative expenses (other) incurred2021-12-31$6,316,871
Liabilities. Value of operating payables at end of year2021-12-31$1,347,239
Liabilities. Value of operating payables at beginning of year2021-12-31$1,049,746
Total non interest bearing cash at end of year2021-12-31$3,324,465
Total non interest bearing cash at beginning of year2021-12-31$10,992,342
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$21,812,396
Value of net assets at end of year (total assets less liabilities)2021-12-31$163,504,306
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$141,691,910
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$412,183
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,119,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,448,515
Interest earned on other investments2021-12-31$243,038
Income. Interest from US Government securities2021-12-31$635,455
Income. Interest from corporate debt instruments2021-12-31$1,204,174
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$24,162,872
Asset value of US Government securities at end of year2021-12-31$93,888,619
Asset value of US Government securities at beginning of year2021-12-31$65,622,413
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$206,985,409
Employer contributions (assets) at end of year2021-12-31$17,144,464
Employer contributions (assets) at beginning of year2021-12-31$16,563,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$163,193,680
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$19,294,676
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$21,914,277
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$34,209,197
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$29,228,324
Contract administrator fees2021-12-31$1,265,999
Liabilities. Value of benefit claims payable at end of year2021-12-31$19,975,000
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$14,205,000
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$121,647,346
Aggregate carrying amount (costs) on sale of assets2021-12-31$122,815,039
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WITHUMSMITH+BROWN, PC
Accountancy firm EIN2021-12-31222097092
2020 : OREGON TEAMSTER EMPLOYERS TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$2,307,642
Total unrealized appreciation/depreciation of assets2020-12-31$2,307,642
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$18,060,704
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$18,133,949
Total income from all sources (including contributions)2020-12-31$220,505,224
Total loss/gain on sale of assets2020-12-31$3,299,603
Total of all expenses incurred2020-12-31$180,263,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$172,288,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$206,115,471
Value of total assets at end of year2020-12-31$159,752,614
Value of total assets at beginning of year2020-12-31$119,583,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$7,975,170
Total interest from all sources2020-12-31$2,308,966
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$5,872
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$5,872
Administrative expenses professional fees incurred2020-12-31$515,178
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$5,451,964
Assets. Other investments not covered elsewhere at end of year2020-12-31$10,026,681
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$8,852,996
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$3,956,760
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$3,884,945
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$2,805,958
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$2,113,517
Other income not declared elsewhere2020-12-31$6,467,670
Administrative expenses (other) incurred2020-12-31$5,914,084
Liabilities. Value of operating payables at end of year2020-12-31$1,049,746
Liabilities. Value of operating payables at beginning of year2020-12-31$1,015,432
Total non interest bearing cash at end of year2020-12-31$10,992,342
Total non interest bearing cash at beginning of year2020-12-31$5,491,998
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$40,241,952
Value of net assets at end of year (total assets less liabilities)2020-12-31$141,691,910
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$101,449,958
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$322,058
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,448,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,422,563
Interest earned on other investments2020-12-31$260,399
Income. Interest from US Government securities2020-12-31$704,725
Income. Interest from corporate debt instruments2020-12-31$1,343,842
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$25,276,372
Asset value of US Government securities at end of year2020-12-31$65,622,413
Asset value of US Government securities at beginning of year2020-12-31$46,390,247
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$200,663,507
Employer contributions (assets) at end of year2020-12-31$16,563,302
Employer contributions (assets) at beginning of year2020-12-31$16,094,583
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$147,011,730
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$21,914,277
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$17,907,708
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$29,228,324
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$19,538,867
Contract administrator fees2020-12-31$1,223,850
Liabilities. Value of benefit claims payable at end of year2020-12-31$14,205,000
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$15,005,000
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$20,000,000
Aggregate carrying amount (costs) on sale of assets2020-12-31$16,700,397
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31LINDQUIST LLP
Accountancy firm EIN2020-12-31522385296
2019 : OREGON TEAMSTER EMPLOYERS TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,483,394
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,483,394
Total unrealized appreciation/depreciation of assets2019-12-31$1,483,394
Total unrealized appreciation/depreciation of assets2019-12-31$1,483,394
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$18,133,949
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$18,133,949
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$20,227,374
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$20,227,374
Total income from all sources (including contributions)2019-12-31$210,917,810
Total income from all sources (including contributions)2019-12-31$210,917,810
Total loss/gain on sale of assets2019-12-31$1,887,034
Total loss/gain on sale of assets2019-12-31$1,887,034
Total of all expenses incurred2019-12-31$190,079,713
Total of all expenses incurred2019-12-31$190,079,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$181,999,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$181,999,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$198,598,764
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$198,598,764
Value of total assets at end of year2019-12-31$119,583,907
Value of total assets at end of year2019-12-31$119,583,907
Value of total assets at beginning of year2019-12-31$100,839,235
Value of total assets at beginning of year2019-12-31$100,839,235
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$8,079,924
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$8,079,924
Total interest from all sources2019-12-31$2,372,613
Total interest from all sources2019-12-31$2,372,613
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$58,258
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$58,258
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$58,258
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$58,258
Administrative expenses professional fees incurred2019-12-31$521,251
Administrative expenses professional fees incurred2019-12-31$521,251
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$7,500,800
Contributions received from participants2019-12-31$7,500,800
Assets. Other investments not covered elsewhere at end of year2019-12-31$8,852,996
Assets. Other investments not covered elsewhere at end of year2019-12-31$8,852,996
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$7,914,064
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$7,914,064
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$3,884,945
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$3,884,945
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$8,535,879
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$8,535,879
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$2,113,517
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$2,113,517
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$3,403,840
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$3,403,840
Other income not declared elsewhere2019-12-31$6,517,747
Other income not declared elsewhere2019-12-31$6,517,747
Administrative expenses (other) incurred2019-12-31$6,209,771
Administrative expenses (other) incurred2019-12-31$6,209,771
Liabilities. Value of operating payables at end of year2019-12-31$1,015,432
Liabilities. Value of operating payables at end of year2019-12-31$1,015,432
Liabilities. Value of operating payables at beginning of year2019-12-31$942,534
Liabilities. Value of operating payables at beginning of year2019-12-31$942,534
Total non interest bearing cash at end of year2019-12-31$5,491,998
Total non interest bearing cash at end of year2019-12-31$5,491,998
Total non interest bearing cash at beginning of year2019-12-31$3,148,584
Total non interest bearing cash at beginning of year2019-12-31$3,148,584
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$20,838,097
Value of net income/loss2019-12-31$20,838,097
Value of net assets at end of year (total assets less liabilities)2019-12-31$101,449,958
Value of net assets at end of year (total assets less liabilities)2019-12-31$101,449,958
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$80,611,861
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$80,611,861
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$241,705
Investment advisory and management fees2019-12-31$241,705
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,422,563
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,422,563
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,856,735
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,856,735
Interest earned on other investments2019-12-31$276,248
Interest earned on other investments2019-12-31$276,248
Income. Interest from US Government securities2019-12-31$864,992
Income. Interest from US Government securities2019-12-31$864,992
Income. Interest from corporate debt instruments2019-12-31$1,231,373
Income. Interest from corporate debt instruments2019-12-31$1,231,373
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$26,700,463
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$26,700,463
Asset value of US Government securities at end of year2019-12-31$46,390,247
Asset value of US Government securities at end of year2019-12-31$46,390,247
Asset value of US Government securities at beginning of year2019-12-31$23,351,314
Asset value of US Government securities at beginning of year2019-12-31$23,351,314
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$191,097,964
Contributions received in cash from employer2019-12-31$191,097,964
Employer contributions (assets) at end of year2019-12-31$16,094,583
Employer contributions (assets) at end of year2019-12-31$16,094,583
Employer contributions (assets) at beginning of year2019-12-31$16,351,611
Employer contributions (assets) at beginning of year2019-12-31$16,351,611
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$155,299,326
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$155,299,326
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$17,907,708
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$17,907,708
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$18,083,884
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$18,083,884
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$19,538,867
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$19,538,867
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$19,597,164
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$19,597,164
Contract administrator fees2019-12-31$1,107,197
Contract administrator fees2019-12-31$1,107,197
Liabilities. Value of benefit claims payable at end of year2019-12-31$15,005,000
Liabilities. Value of benefit claims payable at end of year2019-12-31$15,005,000
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$15,881,000
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$15,881,000
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$29,772,164
Aggregate proceeds on sale of assets2019-12-31$29,772,164
Aggregate carrying amount (costs) on sale of assets2019-12-31$27,885,130
Aggregate carrying amount (costs) on sale of assets2019-12-31$27,885,130
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31LINDQUIST LLP
Accountancy firm name2019-12-31LINDQUIST LLP
Accountancy firm EIN2019-12-31522385296
Accountancy firm EIN2019-12-31522385296
2018 : OREGON TEAMSTER EMPLOYERS TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-284,427
Total unrealized appreciation/depreciation of assets2018-12-31$-284,427
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$20,227,374
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$20,893,182
Total income from all sources (including contributions)2018-12-31$195,145,124
Total loss/gain on sale of assets2018-12-31$-1,056,756
Total of all expenses incurred2018-12-31$185,447,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$177,687,131
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$185,490,782
Value of total assets at end of year2018-12-31$100,839,235
Value of total assets at beginning of year2018-12-31$91,807,010
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$7,759,960
Total interest from all sources2018-12-31$2,068,580
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$59,042
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$59,042
Administrative expenses professional fees incurred2018-12-31$476,826
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$7,443,633
Assets. Other investments not covered elsewhere at end of year2018-12-31$7,914,064
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$6,925,518
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$8,535,879
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$4,422,639
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$3,403,840
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$2,757,027
Other income not declared elsewhere2018-12-31$8,867,903
Administrative expenses (other) incurred2018-12-31$6,003,652
Liabilities. Value of operating payables at end of year2018-12-31$942,534
Liabilities. Value of operating payables at beginning of year2018-12-31$1,131,155
Total non interest bearing cash at end of year2018-12-31$3,148,584
Total non interest bearing cash at beginning of year2018-12-31$3,580,437
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$9,698,033
Value of net assets at end of year (total assets less liabilities)2018-12-31$80,611,861
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$70,913,828
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$197,369
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,856,735
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,001,804
Interest earned on other investments2018-12-31$236,043
Income. Interest from US Government securities2018-12-31$639,855
Income. Interest from corporate debt instruments2018-12-31$1,192,682
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$23,512,346
Asset value of US Government securities at end of year2018-12-31$23,351,314
Asset value of US Government securities at beginning of year2018-12-31$26,209,906
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$178,047,149
Employer contributions (assets) at end of year2018-12-31$16,351,611
Employer contributions (assets) at beginning of year2018-12-31$14,403,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$154,174,785
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$18,083,884
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$17,351,232
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$19,597,164
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$15,912,331
Contract administrator fees2018-12-31$1,082,113
Liabilities. Value of benefit claims payable at end of year2018-12-31$15,881,000
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$17,005,000
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$92,301,593
Aggregate carrying amount (costs) on sale of assets2018-12-31$93,358,349
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31LINDQUIST LLP
Accountancy firm EIN2018-12-31522385296
2017 : OREGON TEAMSTER EMPLOYERS TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-593,799
Total unrealized appreciation/depreciation of assets2017-12-31$-593,799
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$20,893,182
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$19,919,851
Total income from all sources (including contributions)2017-12-31$180,405,861
Total loss/gain on sale of assets2017-12-31$647,582
Total of all expenses incurred2017-12-31$173,217,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$165,641,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$170,502,292
Value of total assets at end of year2017-12-31$91,807,010
Value of total assets at beginning of year2017-12-31$83,645,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$7,576,483
Total interest from all sources2017-12-31$1,766,316
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$20,679
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$20,679
Administrative expenses professional fees incurred2017-12-31$545,242
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$6,923,710
Assets. Other investments not covered elsewhere at end of year2017-12-31$6,925,518
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$4,532,689
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$4,422,639
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$5,313,797
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$2,757,027
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$1,934,482
Other income not declared elsewhere2017-12-31$8,062,791
Administrative expenses (other) incurred2017-12-31$5,886,192
Liabilities. Value of operating payables at end of year2017-12-31$1,131,155
Liabilities. Value of operating payables at beginning of year2017-12-31$1,573,369
Total non interest bearing cash at end of year2017-12-31$3,580,437
Total non interest bearing cash at beginning of year2017-12-31$1,515,998
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$7,188,191
Value of net assets at end of year (total assets less liabilities)2017-12-31$70,913,828
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$63,725,637
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$193,632
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,001,804
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,207,306
Interest earned on other investments2017-12-31$154,214
Income. Interest from US Government securities2017-12-31$640,060
Income. Interest from corporate debt instruments2017-12-31$972,042
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$22,243,639
Asset value of US Government securities at end of year2017-12-31$26,209,906
Asset value of US Government securities at beginning of year2017-12-31$27,839,650
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$163,578,582
Employer contributions (assets) at end of year2017-12-31$14,403,143
Employer contributions (assets) at beginning of year2017-12-31$13,159,933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$143,397,548
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$17,351,232
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$14,272,478
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$15,912,331
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$14,803,637
Contract administrator fees2017-12-31$951,417
Liabilities. Value of benefit claims payable at end of year2017-12-31$17,005,000
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$16,412,000
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$114,788,370
Aggregate carrying amount (costs) on sale of assets2017-12-31$114,140,788
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31LINDQUIST LLP
Accountancy firm EIN2017-12-31522385296
2016 : OREGON TEAMSTER EMPLOYERS TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-129,138
Total unrealized appreciation/depreciation of assets2016-12-31$-129,138
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$19,919,851
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$17,549,498
Total income from all sources (including contributions)2016-12-31$162,170,810
Total loss/gain on sale of assets2016-12-31$942,689
Total of all expenses incurred2016-12-31$166,466,535
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$158,254,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$153,599,931
Value of total assets at end of year2016-12-31$83,645,488
Value of total assets at beginning of year2016-12-31$85,570,860
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,211,831
Total interest from all sources2016-12-31$1,896,037
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,337
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,337
Administrative expenses professional fees incurred2016-12-31$635,691
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$7,031,841
Assets. Other investments not covered elsewhere at end of year2016-12-31$4,532,689
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$6,158,255
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$5,313,797
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$3,380,310
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$1,934,482
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$1,779,032
Other income not declared elsewhere2016-12-31$5,858,954
Administrative expenses (other) incurred2016-12-31$6,480,401
Liabilities. Value of operating payables at end of year2016-12-31$1,573,369
Liabilities. Value of operating payables at beginning of year2016-12-31$1,775,466
Total non interest bearing cash at end of year2016-12-31$1,515,998
Total non interest bearing cash at beginning of year2016-12-31$5,054,385
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-4,295,725
Value of net assets at end of year (total assets less liabilities)2016-12-31$63,725,637
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$68,021,362
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$199,929
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,207,306
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,653,940
Interest earned on other investments2016-12-31$184,805
Income. Interest from US Government securities2016-12-31$499,920
Income. Interest from corporate debt instruments2016-12-31$1,211,312
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$18,216,395
Asset value of US Government securities at end of year2016-12-31$27,839,650
Asset value of US Government securities at beginning of year2016-12-31$22,247,691
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$146,568,090
Employer contributions (assets) at end of year2016-12-31$13,159,933
Employer contributions (assets) at beginning of year2016-12-31$11,172,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$140,038,309
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$14,272,478
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$16,910,843
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$14,803,637
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$17,993,208
Contract administrator fees2016-12-31$895,810
Liabilities. Value of benefit claims payable at end of year2016-12-31$16,412,000
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$13,995,000
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$92,692,949
Aggregate carrying amount (costs) on sale of assets2016-12-31$91,750,260
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31LINDQUIST LLP
Accountancy firm EIN2016-12-31522385296
2015 : OREGON TEAMSTER EMPLOYERS TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-1,372,365
Total unrealized appreciation/depreciation of assets2015-12-31$-1,372,365
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$17,549,498
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$16,577,050
Total income from all sources (including contributions)2015-12-31$149,790,668
Total loss/gain on sale of assets2015-12-31$-119,746
Total of all expenses incurred2015-12-31$155,486,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$147,237,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$143,463,025
Value of total assets at end of year2015-12-31$85,570,860
Value of total assets at beginning of year2015-12-31$90,293,840
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,248,104
Total interest from all sources2015-12-31$2,056,943
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$436
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$436
Administrative expenses professional fees incurred2015-12-31$428,931
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$6,483,177
Assets. Other investments not covered elsewhere at end of year2015-12-31$6,158,255
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$5,814,409
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$3,380,310
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$2,579,141
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$1,779,032
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$1,665,015
Other income not declared elsewhere2015-12-31$5,762,375
Administrative expenses (other) incurred2015-12-31$6,745,978
Liabilities. Value of operating payables at end of year2015-12-31$1,775,466
Liabilities. Value of operating payables at beginning of year2015-12-31$1,957,035
Total non interest bearing cash at end of year2015-12-31$5,054,385
Total non interest bearing cash at beginning of year2015-12-31$4,594,602
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-5,695,428
Value of net assets at end of year (total assets less liabilities)2015-12-31$68,021,362
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$73,716,790
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$217,479
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,653,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,590,504
Interest earned on other investments2015-12-31$197,050
Income. Interest from US Government securities2015-12-31$532,515
Income. Interest from corporate debt instruments2015-12-31$1,327,378
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$17,438,891
Asset value of US Government securities at end of year2015-12-31$22,247,691
Asset value of US Government securities at beginning of year2015-12-31$22,654,532
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$136,979,848
Employer contributions (assets) at end of year2015-12-31$11,172,228
Employer contributions (assets) at beginning of year2015-12-31$10,993,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$129,799,101
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$16,910,843
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$23,754,316
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$17,993,208
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$17,313,233
Contract administrator fees2015-12-31$855,716
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Liabilities. Value of benefit claims payable at end of year2015-12-31$13,995,000
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$12,955,000
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$95,805,738
Aggregate carrying amount (costs) on sale of assets2015-12-31$95,925,484
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31LINDQUIST LLP
Accountancy firm EIN2015-12-31522385296
2014 : OREGON TEAMSTER EMPLOYERS TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-29,790
Total unrealized appreciation/depreciation of assets2014-12-31$-29,790
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$16,577,050
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$20,234,262
Total income from all sources (including contributions)2014-12-31$149,392,416
Total loss/gain on sale of assets2014-12-31$733,924
Total of all expenses incurred2014-12-31$145,007,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$136,624,794
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$142,535,491
Value of total assets at end of year2014-12-31$90,293,840
Value of total assets at beginning of year2014-12-31$89,566,290
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$8,382,860
Total interest from all sources2014-12-31$1,969,526
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$678
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$678
Administrative expenses professional fees incurred2014-12-31$486,531
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$6,793,467
Assets. Other investments not covered elsewhere at end of year2014-12-31$5,814,409
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$3,317,206
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$2,579,141
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,530,350
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$1,665,015
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$6,176,738
Other income not declared elsewhere2014-12-31$4,182,587
Administrative expenses (other) incurred2014-12-31$6,846,928
Liabilities. Value of operating payables at end of year2014-12-31$1,957,035
Liabilities. Value of operating payables at beginning of year2014-12-31$768,524
Total non interest bearing cash at end of year2014-12-31$4,594,602
Total non interest bearing cash at beginning of year2014-12-31$3,467,326
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,384,762
Value of net assets at end of year (total assets less liabilities)2014-12-31$73,716,790
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$69,332,028
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$205,801
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,590,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,371,765
Interest earned on other investments2014-12-31$186,685
Income. Interest from US Government securities2014-12-31$607,701
Income. Interest from corporate debt instruments2014-12-31$1,175,140
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$16,768,776
Asset value of US Government securities at end of year2014-12-31$22,654,532
Asset value of US Government securities at beginning of year2014-12-31$31,778,863
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$135,742,024
Employer contributions (assets) at end of year2014-12-31$10,993,103
Employer contributions (assets) at beginning of year2014-12-31$10,908,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$119,856,018
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$23,754,316
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$15,154,791
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$17,313,233
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$17,037,948
Contract administrator fees2014-12-31$843,600
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Liabilities. Value of benefit claims payable at end of year2014-12-31$12,955,000
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$13,289,000
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$91,976,968
Aggregate carrying amount (costs) on sale of assets2014-12-31$91,243,044
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31LINDQUIST LLP
Accountancy firm EIN2014-12-31522385296
2013 : OREGON TEAMSTER EMPLOYERS TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-1,047,353
Total unrealized appreciation/depreciation of assets2013-12-31$-1,047,353
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$20,234,262
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$14,059,664
Total income from all sources (including contributions)2013-12-31$142,716,998
Total loss/gain on sale of assets2013-12-31$-805,639
Total of all expenses incurred2013-12-31$134,787,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$127,812,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$140,328,660
Value of total assets at end of year2013-12-31$89,566,290
Value of total assets at beginning of year2013-12-31$75,462,541
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,975,740
Total interest from all sources2013-12-31$1,621,810
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$68
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$68
Administrative expenses professional fees incurred2013-12-31$491,218
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$7,325,890
Assets. Other investments not covered elsewhere at end of year2013-12-31$3,317,206
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$3,132,846
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,530,350
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2,039,798
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$6,176,738
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$1,641,387
Other income not declared elsewhere2013-12-31$2,619,452
Administrative expenses (other) incurred2013-12-31$5,568,549
Liabilities. Value of operating payables at end of year2013-12-31$768,524
Liabilities. Value of operating payables at beginning of year2013-12-31$689,277
Total non interest bearing cash at end of year2013-12-31$3,467,326
Total non interest bearing cash at beginning of year2013-12-31$245,889
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$7,929,151
Value of net assets at end of year (total assets less liabilities)2013-12-31$69,332,028
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$61,402,877
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$142,016
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,371,765
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,101,162
Interest earned on other investments2013-12-31$128,455
Income. Interest from US Government securities2013-12-31$560,106
Income. Interest from corporate debt instruments2013-12-31$933,249
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$886,455
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$886,455
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$16,772,659
Asset value of US Government securities at end of year2013-12-31$31,778,863
Asset value of US Government securities at beginning of year2013-12-31$27,620,147
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$133,002,770
Employer contributions (assets) at end of year2013-12-31$10,908,041
Employer contributions (assets) at beginning of year2013-12-31$11,369,048
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$111,039,448
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$15,154,791
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$14,661,607
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$17,037,948
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$13,405,589
Contract administrator fees2013-12-31$773,957
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at end of year2013-12-31$13,289,000
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$11,729,000
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$72,080,305
Aggregate carrying amount (costs) on sale of assets2013-12-31$72,885,944
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31LINDQUIST LLP
Accountancy firm EIN2013-12-31522385296
2012 : OREGON TEAMSTER EMPLOYERS TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$795,530
Total unrealized appreciation/depreciation of assets2012-12-31$795,530
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$14,059,664
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$13,068,661
Total income from all sources (including contributions)2012-12-31$150,743,490
Total loss/gain on sale of assets2012-12-31$25,523
Total of all expenses incurred2012-12-31$139,110,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$131,899,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$145,028,610
Value of total assets at end of year2012-12-31$75,462,541
Value of total assets at beginning of year2012-12-31$62,838,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$7,210,698
Total interest from all sources2012-12-31$1,341,743
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$9,807
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$9,807
Administrative expenses professional fees incurred2012-12-31$549,375
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$7,017,344
Assets. Other investments not covered elsewhere at end of year2012-12-31$3,132,846
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$1,845,749
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2,039,798
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,652,040
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$1,641,387
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,593,860
Other income not declared elsewhere2012-12-31$3,429,165
Administrative expenses (other) incurred2012-12-31$5,701,172
Liabilities. Value of operating payables at end of year2012-12-31$689,277
Liabilities. Value of operating payables at beginning of year2012-12-31$624,801
Total non interest bearing cash at end of year2012-12-31$245,889
Total non interest bearing cash at beginning of year2012-12-31$4,383,212
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$11,632,977
Value of net assets at end of year (total assets less liabilities)2012-12-31$61,402,877
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$49,769,900
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$179,748
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,101,162
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,716,210
Interest earned on other investments2012-12-31$63,027
Income. Interest from US Government securities2012-12-31$494,938
Income. Interest from corporate debt instruments2012-12-31$783,778
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$886,455
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$16,117,144
Asset value of US Government securities at end of year2012-12-31$27,620,147
Asset value of US Government securities at beginning of year2012-12-31$12,338,330
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$113,112
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$138,011,266
Employer contributions (assets) at end of year2012-12-31$11,369,048
Employer contributions (assets) at beginning of year2012-12-31$11,758,307
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$115,782,671
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$14,661,607
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$13,211,432
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$13,405,589
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$10,933,281
Contract administrator fees2012-12-31$780,403
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at end of year2012-12-31$11,729,000
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$10,850,000
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$39,469,550
Aggregate carrying amount (costs) on sale of assets2012-12-31$39,444,027
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31LINDQUIST LLP
Accountancy firm EIN2012-12-31522385296
2011 : OREGON TEAMSTER EMPLOYERS TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-26,951
Total unrealized appreciation/depreciation of assets2011-12-31$-26,951
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$13,068,661
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$14,863,169
Total income from all sources (including contributions)2011-12-31$158,410,940
Total loss/gain on sale of assets2011-12-31$-8,306
Total of all expenses incurred2011-12-31$147,315,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$139,444,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$153,996,401
Value of total assets at end of year2011-12-31$62,838,561
Value of total assets at beginning of year2011-12-31$53,537,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,871,019
Total interest from all sources2011-12-31$994,097
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$40,326
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$40,326
Administrative expenses professional fees incurred2011-12-31$515,190
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$7,379,887
Assets. Other investments not covered elsewhere at end of year2011-12-31$1,845,749
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$1,510,224
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,652,040
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$2,450,563
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$1,593,860
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$1,677,929
Other income not declared elsewhere2011-12-31$3,415,374
Administrative expenses (other) incurred2011-12-31$6,492,694
Liabilities. Value of operating payables at end of year2011-12-31$624,801
Liabilities. Value of operating payables at beginning of year2011-12-31$699,840
Total non interest bearing cash at end of year2011-12-31$4,383,212
Total non interest bearing cash at beginning of year2011-12-31$6,685,388
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$11,095,454
Value of net assets at end of year (total assets less liabilities)2011-12-31$49,769,900
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$38,674,446
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$94,409
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,716,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,969,202
Interest earned on other investments2011-12-31$57,091
Income. Interest from US Government securities2011-12-31$281,003
Income. Interest from corporate debt instruments2011-12-31$656,003
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$16,097,516
Asset value of US Government securities at end of year2011-12-31$12,338,330
Asset value of US Government securities at beginning of year2011-12-31$11,021,204
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$146,616,514
Employer contributions (assets) at end of year2011-12-31$11,758,307
Employer contributions (assets) at beginning of year2011-12-31$12,909,274
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$123,346,951
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$13,211,432
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$10,543,068
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$10,933,281
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$5,448,692
Contract administrator fees2011-12-31$768,726
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Liabilities. Value of benefit claims payable at end of year2011-12-31$10,850,000
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$12,485,400
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$30,541,924
Aggregate carrying amount (costs) on sale of assets2011-12-31$30,550,230
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31LINDQUIST LLP
Accountancy firm EIN2011-12-31522385296
2010 : OREGON TEAMSTER EMPLOYERS TRUST 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$313,295
Total unrealized appreciation/depreciation of assets2010-12-31$313,295
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$14,863,169
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$14,183,645
Total income from all sources (including contributions)2010-12-31$154,272,482
Total loss/gain on sale of assets2010-12-31$3,751
Total of all expenses incurred2010-12-31$149,586,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$141,444,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$148,209,476
Value of total assets at end of year2010-12-31$53,537,615
Value of total assets at beginning of year2010-12-31$48,172,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,142,183
Total interest from all sources2010-12-31$944,429
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$34,541
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$34,541
Administrative expenses professional fees incurred2010-12-31$465,742
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$7,846,503
Assets. Other investments not covered elsewhere at end of year2010-12-31$1,510,224
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$635,306
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$2,450,563
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,736,340
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$1,677,929
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$1,787,131
Other income not declared elsewhere2010-12-31$4,547,871
Administrative expenses (other) incurred2010-12-31$6,881,658
Liabilities. Value of operating payables at end of year2010-12-31$699,840
Liabilities. Value of operating payables at beginning of year2010-12-31$715,014
Total non interest bearing cash at end of year2010-12-31$6,685,388
Total non interest bearing cash at beginning of year2010-12-31$760,129
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,685,831
Value of net assets at end of year (total assets less liabilities)2010-12-31$38,674,446
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$33,988,615
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$76,962
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,969,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,013,128
Interest earned on other investments2010-12-31$50,704
Income. Interest from US Government securities2010-12-31$274,156
Income. Interest from corporate debt instruments2010-12-31$619,569
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$16,026,762
Asset value of US Government securities at end of year2010-12-31$11,021,204
Asset value of US Government securities at beginning of year2010-12-31$12,820,573
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$219,119
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$140,362,973
Employer contributions (assets) at end of year2010-12-31$12,909,274
Employer contributions (assets) at beginning of year2010-12-31$11,744,192
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$125,417,706
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$10,543,068
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$9,062,001
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$5,448,692
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$4,400,591
Contract administrator fees2010-12-31$717,821
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$12,485,400
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$11,681,500
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$25,318,556
Aggregate carrying amount (costs) on sale of assets2010-12-31$25,314,805
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31LINDQUIST LLP
Accountancy firm EIN2010-12-31522385296

Form 5500 Responses for OREGON TEAMSTER EMPLOYERS TRUST

2022: OREGON TEAMSTER EMPLOYERS TRUST 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: OREGON TEAMSTER EMPLOYERS TRUST 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: OREGON TEAMSTER EMPLOYERS TRUST 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: OREGON TEAMSTER EMPLOYERS TRUST 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: OREGON TEAMSTER EMPLOYERS TRUST 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: OREGON TEAMSTER EMPLOYERS TRUST 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: OREGON TEAMSTER EMPLOYERS TRUST 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: OREGON TEAMSTER EMPLOYERS TRUST 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: OREGON TEAMSTER EMPLOYERS TRUST 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: OREGON TEAMSTER EMPLOYERS TRUST 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: OREGON TEAMSTER EMPLOYERS TRUST 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: OREGON TEAMSTER EMPLOYERS TRUST 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: OREGON TEAMSTER EMPLOYERS TRUST 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: OREGON TEAMSTER EMPLOYERS TRUST 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number1658
Policy instance 2
Insurance contract or identification number1658
Number of Individuals Covered3301
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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 $20,703,260
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROVIDENCE HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95005 )
Policy contract number100559
Policy instance 1
Insurance contract or identification number100559
Number of Individuals Covered405
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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 $1,516,264
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 number40000016
Policy instance 3
Insurance contract or identification number40000016
Number of Individuals Covered156
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $214,512
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number167633
Policy instance 4
Insurance contract or identification number167633
Number of Individuals Covered9797
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?Yes
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 numberOR103
Policy instance 5
Insurance contract or identification numberOR103
Number of Individuals Covered3469
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare 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
SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 )
Policy contract numberH2001
Policy instance 6
Insurance contract or identification numberH2001
Number of Individuals Covered873
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 $2,583,240
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 )
Policy contract numberH2001
Policy instance 5
Insurance contract or identification numberH2001
Number of Individuals Covered835
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
Welfare Benefit Premiums Paid to CarrierUSD $2,523,846
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 number40000016
Policy instance 4
Insurance contract or identification number40000016
Number of Individuals Covered149
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
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $203,920
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 numberOR103
Policy instance 3
Insurance contract or identification numberOR103
Number of Individuals Covered3842
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
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 number1658
Policy instance 2
Insurance contract or identification number1658
Number of Individuals Covered3269
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 $20,069,899
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number167633
Policy instance 1
Insurance contract or identification number167633
Number of Individuals Covered9375
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
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number167633
Policy instance 1
Insurance contract or identification number167633
Number of Individuals Covered9334
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life 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 number1658
Policy instance 2
Insurance contract or identification number1658
Number of Individuals Covered3423
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 $20,935,994
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 number40000016
Policy instance 4
Insurance contract or identification number40000016
Number of Individuals Covered148
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $211,560
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 )
Policy contract numberH2001
Policy instance 5
Insurance contract or identification numberH2001
Number of Individuals Covered773
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $2,456,621
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 numberOR103
Policy instance 3
Insurance contract or identification numberOR103
Number of Individuals Covered3869
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
UNITEDHEALTHCARE OF WASHINGTON, INC. (National Association of Insurance Commissioners NAIC id number: 48038 )
Policy contract number006073
Policy instance 8
Insurance contract or identification number006073
Number of Individuals Covered3
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
Welfare Benefit Premiums Paid to CarrierUSD $23,469
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3340158
Policy instance 7
Insurance contract or identification number3340158
Number of Individuals Covered506
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 $2,175,525
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF OREGON, INC. (National Association of Insurance Commissioners NAIC id number: 95893 )
Policy contract number005181
Policy instance 6
Insurance contract or identification number005181
Number of Individuals Covered11
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
Welfare Benefit Premiums Paid to CarrierUSD $75,254
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3340158
Policy instance 9
Insurance contract or identification number3340158
Number of Individuals Covered612
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 $1,892,001
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 numberOR103/Z1791
Policy instance 4
Insurance contract or identification numberOR103/Z1791
Number of Individuals Covered3765
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
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROVIDENCE HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95005 )
Policy contract number100572
Policy instance 3
Insurance contract or identification number100572
Number of Individuals Covered21
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 $84,924
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 number1658
Policy instance 2
Insurance contract or identification number1658
Number of Individuals Covered3715
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 $20,606,725
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 number40000016
Policy instance 5
Insurance contract or identification number40000016
Number of Individuals Covered145
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
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $207,541
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number167633
Policy instance 1
Insurance contract or identification number167633
Number of Individuals Covered9229
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
Life 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
WILLAMETTE DENTAL INSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 57069 )
Policy contract numberOR103/Z1791
Policy instance 6
Insurance contract or identification numberOR103/Z1791
Number of Individuals Covered3674
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
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROVIDENCE HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95005 )
Policy contract number100572
Policy instance 4
Insurance contract or identification number100572
Number of Individuals Covered24
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 $115,785
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 96016 )
Policy contract number060467
Policy instance 5
Insurance contract or identification number060467
Number of Individuals Covered4
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
Welfare Benefit Premiums Paid to CarrierUSD $1,542
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF WASHINGTON, INC. (National Association of Insurance Commissioners NAIC id number: 48038 )
Policy contract number006073
Policy instance 2
Insurance contract or identification number006073
Number of Individuals Covered4
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
Welfare Benefit Premiums Paid to CarrierUSD $33,517
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number167633
Policy instance 1
Insurance contract or identification number167633
Number of Individuals Covered13737
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
Life 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 number1658
Policy instance 3
Insurance contract or identification number1658
Number of Individuals Covered3868
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 $19,892,722
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3340158
Policy instance 9
Insurance contract or identification number3340158
Number of Individuals Covered516
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 $1,732,165
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF OREGON, INC. (National Association of Insurance Commissioners NAIC id number: 95893 )
Policy contract number005181
Policy instance 8
Insurance contract or identification number005181
Number of Individuals Covered4
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
Welfare Benefit Premiums Paid to CarrierUSD $89,049
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 number40000016
Policy instance 7
Insurance contract or identification number40000016
Number of Individuals Covered144
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
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $207,359
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 number40000016
Policy instance 7
Insurance contract or identification number40000016
Number of Individuals Covered154
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
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $228,683
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3340158
Policy instance 9
Insurance contract or identification number3340158
Number of Individuals Covered519
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 $1,600,935
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 96016 )
Policy contract number060467
Policy instance 5
Insurance contract or identification number060467
Number of Individuals Covered1
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
Welfare Benefit Premiums Paid to CarrierUSD $6,592
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 numberOR103/Z1791
Policy instance 6
Insurance contract or identification numberOR103/Z1791
Number of Individuals Covered3357
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
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number167633
Policy instance 1
Insurance contract or identification number167633
Number of Individuals Covered13837
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
Life 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 number1658
Policy instance 3
Insurance contract or identification number1658
Number of Individuals Covered3888
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 $18,804,364
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROVIDENCE HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95005 )
Policy contract number100572
Policy instance 4
Insurance contract or identification number100572
Number of Individuals Covered35
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 $174,283
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF OREGON, INC. (National Association of Insurance Commissioners NAIC id number: 95893 )
Policy contract number005181
Policy instance 8
Insurance contract or identification number005181
Number of Individuals Covered13
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
Welfare Benefit Premiums Paid to CarrierUSD $85,392
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF WASHINGTON, INC. (National Association of Insurance Commissioners NAIC id number: 48038 )
Policy contract number006073
Policy instance 2
Insurance contract or identification number006073
Number of Individuals Covered6
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
Welfare Benefit Premiums Paid to CarrierUSD $38,640
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number167633
Policy instance 1
Insurance contract or identification number167633
Number of Individuals Covered12892
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life 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
PROVIDENCE HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95005 )
Policy contract number100573
Policy instance 4
Insurance contract or identification number100573
Number of Individuals Covered38
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 $158,647
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF WASHINGTON, INC. (National Association of Insurance Commissioners NAIC id number: 48038 )
Policy contract number006073
Policy instance 2
Insurance contract or identification number006073
Number of Individuals Covered12
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $64,875
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 number1658
Policy instance 3
Insurance contract or identification number1658
Number of Individuals Covered3418
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 $15,713,039
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 96016 )
Policy contract number060467
Policy instance 5
Insurance contract or identification number060467
Number of Individuals Covered3
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $15,335
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 numberOR103/Z1791
Policy instance 6
Insurance contract or identification numberOR103/Z1791
Number of Individuals Covered2602
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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
REGENCE BLUECROSS BLUESHIELD OF OREGON (National Association of Insurance Commissioners NAIC id number: 54933 )
Policy contract number40000016
Policy instance 7
Insurance contract or identification number40000016
Number of Individuals Covered145
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $140,554
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF OREGON, INC. (National Association of Insurance Commissioners NAIC id number: 95893 )
Policy contract number005181
Policy instance 8
Insurance contract or identification number005181
Number of Individuals Covered24
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $135,949
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number167633
Policy instance 1
Insurance contract or identification number167633
Number of Individuals Covered12567
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life 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
UNITEDHEALTHCARE OF WASHINGTON, INC. (National Association of Insurance Commissioners NAIC id number: 48038 )
Policy contract number804006
Policy instance 2
Insurance contract or identification number804006
Number of Individuals Covered14
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $85,333
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number744217
Policy instance 3
Insurance contract or identification number744217
Number of Individuals Covered167
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 $906,064
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 number1658
Policy instance 4
Insurance contract or identification number1658
Number of Individuals Covered3318
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 $14,390,594
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 number40000016
Policy instance 8
Insurance contract or identification number40000016
Number of Individuals Covered134
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $114,826
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 numberOR103/Z1791
Policy instance 7
Insurance contract or identification numberOR103/Z1791
Number of Individuals Covered2412
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF OREGON, INC. (National Association of Insurance Commissioners NAIC id number: 95893 )
Policy contract number005181
Policy instance 9
Insurance contract or identification number005181
Number of Individuals Covered29
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $150,070
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 96016 )
Policy contract number060467
Policy instance 6
Insurance contract or identification number060467
Number of Individuals Covered3
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $16,040
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROVIDENCE HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95005 )
Policy contract number100572
Policy instance 5
Insurance contract or identification number100572
Number of Individuals Covered54
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 $216,541
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF OREGON, INC. (National Association of Insurance Commissioners NAIC id number: 95893 )
Policy contract number005181
Policy instance 9
Insurance contract or identification number005181
Number of Individuals Covered39
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $202,445
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 number40000016
Policy instance 8
Insurance contract or identification number40000016
Number of Individuals Covered134
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $106,788
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 numberZ1791
Policy instance 7
Insurance contract or identification numberZ1791
Number of Individuals Covered2731
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 95617 )
Policy contract number060467
Policy instance 6
Insurance contract or identification number060467
Number of Individuals Covered3
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $12,675
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number744217
Policy instance 3
Insurance contract or identification number744217
Number of Individuals Covered250
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 $977,485
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROVIDENCE MEDICARE SUPPLEMENT (National Association of Insurance Commissioners NAIC id number: 95005 )
Policy contract number100572
Policy instance 5
Insurance contract or identification number100572
Number of Individuals Covered62
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 $203,254
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 number1658
Policy instance 4
Insurance contract or identification number1658
Number of Individuals Covered3327
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 $14,055,876
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF WASHINGTON, INC. (National Association of Insurance Commissioners NAIC id number: 48038 )
Policy contract number006073
Policy instance 2
Insurance contract or identification number006073
Number of Individuals Covered16
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $71,318
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number167633
Policy instance 1
Insurance contract or identification number167633
Number of Individuals Covered12214
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life 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
UNITEDHEALTHCARE OF OREGON, INC. (National Association of Insurance Commissioners NAIC id number: 95893 )
Policy contract number005181
Policy instance 9
Insurance contract or identification number005181
Number of Individuals Covered43
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $218,834
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 number40000016/416
Policy instance 8
Insurance contract or identification number40000016/416
Number of Individuals Covered119
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $83,933
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 numberZ1791
Policy instance 7
Insurance contract or identification numberZ1791
Number of Individuals Covered2546
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 95617 )
Policy contract number060467
Policy instance 6
Insurance contract or identification number060467
Number of Individuals Covered3
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $13,557
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROVIDENCE MEDICARE SUPPLEMENT (National Association of Insurance Commissioners NAIC id number: 95005 )
Policy contract number100572
Policy instance 5
Insurance contract or identification number100572
Number of Individuals Covered74
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 $273,566
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 number1658
Policy instance 4
Insurance contract or identification number1658
Number of Individuals Covered3166
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 $13,450,831
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF OREGON, INC. (National Association of Insurance Commissioners NAIC id number: 95893 )
Policy contract number005140
Policy instance 3
Insurance contract or identification number005140
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $241,178
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF WASHINGTON, INC. (National Association of Insurance Commissioners NAIC id number: 48038 )
Policy contract number006073
Policy instance 2
Insurance contract or identification number006073
Number of Individuals Covered18
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $85,479
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number167633
Policy instance 1
Insurance contract or identification number167633
Number of Individuals Covered12585
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life 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 number40000016/416
Policy instance 8
Insurance contract or identification number40000016/416
Number of Individuals Covered99
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $79,592
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 numberZ1791
Policy instance 7
Insurance contract or identification numberZ1791
Number of Individuals Covered763
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 95617 )
Policy contract number060467
Policy instance 6
Insurance contract or identification number060467
Number of Individuals Covered3
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $7,425
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 number1658
Policy instance 4
Insurance contract or identification number1658
Number of Individuals Covered3297
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 $13,458,723
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROVIDENCE MEDICARE SUPPLEMENT (National Association of Insurance Commissioners NAIC id number: 95005 )
Policy contract number100572
Policy instance 5
Insurance contract or identification number100572
Number of Individuals Covered83
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 $302,497
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF OREGON, INC. (National Association of Insurance Commissioners NAIC id number: 95893 )
Policy contract number005140
Policy instance 3
Insurance contract or identification number005140
Number of Individuals Covered129
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $1,270,711
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF WASHINGTON, INC. (National Association of Insurance Commissioners NAIC id number: 48038 )
Policy contract number006073
Policy instance 2
Insurance contract or identification number006073
Number of Individuals Covered18
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $81,503
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number167633
Policy instance 1
Insurance contract or identification number167633
Number of Individuals Covered13137
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life 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 number837108/837110
Policy instance 8
Insurance contract or identification number837108/837110
Number of Individuals Covered77
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Other welfare benefits providedEMPLOYER SPONSORED MEDICARE PLAN
Welfare Benefit Premiums Paid to CarrierUSD $118,448
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 numberZ1791
Policy instance 7
Insurance contract or identification numberZ1791
Number of Individuals Covered795
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 95617 )
Policy contract number060467
Policy instance 6
Insurance contract or identification number060467
Number of Individuals Covered3
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $11,572
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROVIDENCE MEDICARE SUPPLEMENT (National Association of Insurance Commissioners NAIC id number: 95005 )
Policy contract number100572
Policy instance 5
Insurance contract or identification number100572
Number of Individuals Covered97
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 $316,005
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 number1658
Policy instance 4
Insurance contract or identification number1658
Number of Individuals Covered3411
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 $13,128,796
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF OREGON, INC. (National Association of Insurance Commissioners NAIC id number: 95893 )
Policy contract number005140/005181
Policy instance 3
Insurance contract or identification number005140/005181
Number of Individuals Covered148
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $1,440,424
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number167633
Policy instance 1
Insurance contract or identification number167633
Number of Individuals Covered13903
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life 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
UNITEDHEALTHCARE OF WASHINGTON, INC. (National Association of Insurance Commissioners NAIC id number: 48038 )
Policy contract number006073/804006
Policy instance 2
Insurance contract or identification number006073/804006
Number of Individuals Covered22
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $92,063
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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