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MUFG UNION BANK N.A. HEALTH BENEFIT PLAN 401k Plan overview

Plan NameMUFG UNION BANK N.A. HEALTH BENEFIT PLAN
Plan identification number 541

MUFG UNION BANK N.A. HEALTH BENEFIT PLAN Benefits

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

401k Sponsoring company profile

MUFG UNION BANK, N.A. has sponsored the creation of one or more 401k plans.

Company Name:MUFG UNION BANK, N.A.
Employer identification number (EIN):940304228
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MUFG UNION BANK N.A. HEALTH BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5412021-01-01EVETTE HERNANDEZ-LEADBETTER2022-09-05 EVETTE HERNANDEZ-LEADBETTER2022-09-05
5412020-01-01EVETTE HERNANDEZ-LEADBETTER2021-10-05 EVETTE HERNANDEZ-LEADBETTER2021-10-05
5412019-01-01EVETTE HERNANDEZ-LEADBETTER2020-09-20 EVETTE HERNANDEZ-LEADBETTER2020-09-20
5412018-01-01EVETTE HERNANDEZ-LEADBETTER2019-10-09 EVETTE HERNANDEZ-LEADBETTER2019-10-09
5412017-01-01
5412016-01-01EVETTE HERNANDEZ-LEADBETTER
5412015-01-01EVETTE HERNANDEZ-LEADBETTER
5412014-01-01DAVID COURCHAINE
5412014-01-01DAVID COURCHAINE
5412013-01-01DAVID COURCHAINE
5412012-01-01DAVID COURCHAINE
5412011-01-01MARY BENAVIDES
5412010-01-01MARYBENAVIDES
5412009-01-01MARY BENAVIDES

Plan Statistics for MUFG UNION BANK N.A. HEALTH BENEFIT PLAN

401k plan membership statisitcs for MUFG UNION BANK N.A. HEALTH BENEFIT PLAN

Measure Date Value
2021: MUFG UNION BANK N.A. HEALTH BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0113,290
Total number of active participants reported on line 7a of the Form 55002021-01-0111,395
Number of retired or separated participants receiving benefits2021-01-011,133
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-0112,528
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
2020: MUFG UNION BANK N.A. HEALTH BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0112,768
Total number of active participants reported on line 7a of the Form 55002020-01-0111,967
Number of retired or separated participants receiving benefits2020-01-011,323
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0113,290
2019: MUFG UNION BANK N.A. HEALTH BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0112,814
Total number of active participants reported on line 7a of the Form 55002019-01-0111,404
Number of retired or separated participants receiving benefits2019-01-011,364
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0112,768
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
2018: MUFG UNION BANK N.A. HEALTH BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0112,621
Total number of active participants reported on line 7a of the Form 55002018-01-0111,441
Number of retired or separated participants receiving benefits2018-01-011,373
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0112,814
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
2017: MUFG UNION BANK N.A. HEALTH BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0115,586
Total number of active participants reported on line 7a of the Form 55002017-01-0110,202
Number of retired or separated participants receiving benefits2017-01-012,419
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0112,621
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-016
2016: MUFG UNION BANK N.A. HEALTH BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0115,992
Total number of active participants reported on line 7a of the Form 55002016-01-0110,858
Number of retired or separated participants receiving benefits2016-01-014,516
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0115,374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01212
2015: MUFG UNION BANK N.A. HEALTH BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0114,747
Total number of active participants reported on line 7a of the Form 55002015-01-0111,259
Number of retired or separated participants receiving benefits2015-01-014,529
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0115,788
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01204
2014: MUFG UNION BANK N.A. HEALTH BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0115,443
Total number of active participants reported on line 7a of the Form 55002014-01-0111,194
Number of retired or separated participants receiving benefits2014-01-013,553
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0114,747
2013: MUFG UNION BANK N.A. HEALTH BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0115,834
Total number of active participants reported on line 7a of the Form 55002013-01-0111,617
Number of retired or separated participants receiving benefits2013-01-013,533
Number of other retired or separated participants entitled to future benefits2013-01-01293
Total of all active and inactive participants2013-01-0115,443
2012: MUFG UNION BANK N.A. HEALTH BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0115,183
Total number of active participants reported on line 7a of the Form 55002012-01-0112,210
Number of retired or separated participants receiving benefits2012-01-013,478
Number of other retired or separated participants entitled to future benefits2012-01-01146
Total of all active and inactive participants2012-01-0115,834
2011: MUFG UNION BANK N.A. HEALTH BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0115,098
Total number of active participants reported on line 7a of the Form 55002011-01-0111,150
Number of retired or separated participants receiving benefits2011-01-013,471
Number of other retired or separated participants entitled to future benefits2011-01-01562
Total of all active and inactive participants2011-01-0115,183
2010: MUFG UNION BANK N.A. HEALTH BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0113,696
Total number of active participants reported on line 7a of the Form 55002010-01-0111,244
Number of retired or separated participants receiving benefits2010-01-013,498
Number of other retired or separated participants entitled to future benefits2010-01-01356
Total of all active and inactive participants2010-01-0115,098
2009: MUFG UNION BANK N.A. HEALTH BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0113,444
Total number of active participants reported on line 7a of the Form 55002009-01-0110,138
Number of retired or separated participants receiving benefits2009-01-013,364
Number of other retired or separated participants entitled to future benefits2009-01-01194
Total of all active and inactive participants2009-01-0113,696

Financial Data on MUFG UNION BANK N.A. HEALTH BENEFIT PLAN

Measure Date Value
2021 : MUFG UNION BANK N.A. HEALTH BENEFIT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$2,582,464
Total unrealized appreciation/depreciation of assets2021-12-31$2,582,464
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$19,911,800
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$20,785,801
Total income from all sources (including contributions)2021-12-31$190,462,430
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$186,046,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$178,823,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$187,878,369
Value of total assets at end of year2021-12-31$44,298,155
Value of total assets at beginning of year2021-12-31$40,756,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$7,223,008
Total interest from all sources2021-12-31$1,597
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$100,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$60,475,121
Assets. Other investments not covered elsewhere at end of year2021-12-31$38,019,516
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$35,437,052
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$60,026
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$59,957
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$259,800
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$2,717,801
Administrative expenses (other) incurred2021-12-31$7,223,008
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$4,415,991
Value of net assets at end of year (total assets less liabilities)2021-12-31$24,386,355
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$19,970,364
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$6,218,613
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$5,259,156
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$5,259,156
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,597
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$40,086,007
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$127,403,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$138,737,424
Liabilities. Value of benefit claims payable at end of year2021-12-31$19,652,000
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$18,068,000
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2021-12-31133891517
2020 : MUFG UNION BANK N.A. HEALTH BENEFIT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$4,306,902
Total unrealized appreciation/depreciation of assets2020-12-31$4,306,902
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$20,785,801
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$17,731,896
Total income from all sources (including contributions)2020-12-31$170,720,985
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$170,932,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$163,152,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$166,375,021
Value of total assets at end of year2020-12-31$40,756,165
Value of total assets at beginning of year2020-12-31$37,913,627
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$7,779,431
Total interest from all sources2020-12-31$27,068
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$11,994
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$7,779,431
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$100,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$59,767,771
Assets. Other investments not covered elsewhere at end of year2020-12-31$35,437,052
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$31,181,133
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$59,957
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$59,890
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$2,717,801
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$289,896
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-211,367
Value of net assets at end of year (total assets less liabilities)2020-12-31$19,970,364
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$20,181,731
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,504,902
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$5,259,156
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$5,167,702
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$5,167,702
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$27,068
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$41,428,457
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$106,607,250
Income. Dividends from common stock2020-12-31$11,994
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$121,724,464
Liabilities. Value of benefit claims payable at end of year2020-12-31$18,068,000
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$17,442,000
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
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2020-12-31133891517
2019 : MUFG UNION BANK N.A. HEALTH BENEFIT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$3,222,433
Total unrealized appreciation/depreciation of assets2019-12-31$3,222,433
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$17,731,896
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$16,490,869
Total income from all sources (including contributions)2019-12-31$182,656,665
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$181,963,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$174,571,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$179,269,074
Value of total assets at end of year2019-12-31$37,913,627
Value of total assets at beginning of year2019-12-31$35,979,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,392,040
Total interest from all sources2019-12-31$120,933
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$44,225
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$7,392,040
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$100,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$58,341,509
Assets. Other investments not covered elsewhere at end of year2019-12-31$31,181,133
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$28,351,038
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$59,890
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$289,896
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$464,869
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$692,723
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,181,731
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,489,008
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,504,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,743,340
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$5,167,702
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$4,885,499
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$4,885,499
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$120,933
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$40,972,520
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$120,927,565
Income. Dividends from common stock2019-12-31$44,225
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$133,599,382
Liabilities. Value of benefit claims payable at end of year2019-12-31$17,442,000
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$16,026,000
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2019-12-31133891517
2018 : MUFG UNION BANK N.A. HEALTH BENEFIT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-5,762,339
Total unrealized appreciation/depreciation of assets2018-12-31$-5,762,339
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$16,490,869
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$17,363,881
Total income from all sources (including contributions)2018-12-31$163,911,974
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$169,740,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$162,611,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$169,520,498
Value of total assets at end of year2018-12-31$35,979,877
Value of total assets at beginning of year2018-12-31$42,681,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$7,129,623
Total interest from all sources2018-12-31$75,871
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$77,944
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$7,129,603
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$100,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$56,054,343
Assets. Other investments not covered elsewhere at end of year2018-12-31$28,351,038
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$33,981,352
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$3,615
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$464,869
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$430,881
Administrative expenses (other) incurred2018-12-31$20
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,829,023
Value of net assets at end of year (total assets less liabilities)2018-12-31$19,489,008
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$25,318,031
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,743,340
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,747,447
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$4,885,499
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$3,949,498
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$3,949,498
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$75,871
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$42,944,795
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$113,466,155
Income. Dividends from common stock2018-12-31$77,944
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$119,666,579
Liabilities. Value of benefit claims payable at end of year2018-12-31$16,026,000
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$16,933,000
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2018-12-31133891517
2017 : MUFG UNION BANK N.A. HEALTH BENEFIT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$4,137,899
Total unrealized appreciation/depreciation of assets2017-12-31$4,137,899
Total transfer of assets from this plan2017-12-31$16,662,004
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$17,363,881
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$16,263,310
Total income from all sources (including contributions)2017-12-31$163,479,640
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$171,314,535
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$165,043,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$159,161,271
Value of total assets at end of year2017-12-31$42,681,912
Value of total assets at beginning of year2017-12-31$66,078,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,271,023
Total interest from all sources2017-12-31$28,060
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$152,410
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$5,901,103
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$100,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$52,739,213
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$133,761
Assets. Other investments not covered elsewhere at end of year2017-12-31$33,981,352
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$47,605,725
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$3,615
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$2,129
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$430,881
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$797,310
Administrative expenses (other) incurred2017-12-31$369,920
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$576,833
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-7,834,895
Value of net assets at end of year (total assets less liabilities)2017-12-31$25,318,031
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$49,814,930
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,747,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$12,100,432
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$3,949,498
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$5,659,360
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$5,659,360
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$28,060
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$44,783,651
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$106,422,058
Income. Dividends from common stock2017-12-31$152,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$120,259,861
Liabilities. Value of benefit claims payable at end of year2017-12-31$16,933,000
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$15,466,000
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2017-12-31133891517
2016 : MUFG UNION BANK N.A. HEALTH BENEFIT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$3,050,154
Total unrealized appreciation/depreciation of assets2016-12-31$3,050,154
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$16,263,310
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$15,924,750
Total income from all sources (including contributions)2016-12-31$162,538,093
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$182,544,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$173,696,533
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$158,996,298
Value of total assets at end of year2016-12-31$66,078,240
Value of total assets at beginning of year2016-12-31$85,745,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,847,856
Total interest from all sources2016-12-31$33,970
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$457,671
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$457,671
Administrative expenses professional fees incurred2016-12-31$6,526,887
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$100,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$56,802,589
Participant contributions at end of year2016-12-31$133,761
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$47,605,725
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$45,899,713
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$2,129
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$324,604
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$797,310
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$1,005,450
Administrative expenses (other) incurred2016-12-31$2,320,969
Total non interest bearing cash at end of year2016-12-31$576,833
Total non interest bearing cash at beginning of year2016-12-31$942,671
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-20,006,296
Value of net assets at end of year (total assets less liabilities)2016-12-31$49,814,930
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$69,821,226
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$12,100,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$16,748,161
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$5,659,360
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$21,830,827
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$21,830,827
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$33,970
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$52,742,724
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$102,193,709
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$120,953,809
Liabilities. Value of benefit claims payable at end of year2016-12-31$15,466,000
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$14,919,300
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2016-12-31133891517
2015 : MUFG UNION BANK N.A. HEALTH BENEFIT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-1,923,354
Total unrealized appreciation/depreciation of assets2015-12-31$-1,923,354
Total transfer of assets to this plan2015-12-31$2,933,478
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$15,924,750
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,686,000
Total income from all sources (including contributions)2015-12-31$178,207,260
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$174,882,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$167,078,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$179,744,512
Value of total assets at end of year2015-12-31$85,745,976
Value of total assets at beginning of year2015-12-31$69,248,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,803,991
Total interest from all sources2015-12-31$386,102
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$7,803,991
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$100,000,000
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$54,511,196
Assets. Other investments not covered elsewhere at end of year2015-12-31$45,899,713
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$47,658,841
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$430,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$324,604
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$24
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$1,005,450
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$430,000
Total non interest bearing cash at end of year2015-12-31$942,671
Total non interest bearing cash at beginning of year2015-12-31$86,318
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$3,324,763
Value of net assets at end of year (total assets less liabilities)2015-12-31$69,821,226
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$63,562,985
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$16,748,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$20,582,578
Interest earned on other investments2015-12-31$386,102
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$21,830,827
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$921,224
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$921,224
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$53,603,323
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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$125,233,316
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$113,045,183
Liabilities. Value of benefit claims payable at end of year2015-12-31$14,919,300
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$5,256,000
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2015-12-31133891517
2014 : MUFG UNION BANK N.A. HEALTH BENEFIT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$2,973,431
Total unrealized appreciation/depreciation of assets2014-12-31$2,973,431
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,686,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,607,000
Total income from all sources (including contributions)2014-12-31$138,045,575
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$137,977,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$131,264,799
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$134,656,536
Value of total assets at end of year2014-12-31$69,248,985
Value of total assets at beginning of year2014-12-31$69,102,056
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,712,847
Total interest from all sources2014-12-31$415,608
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$6,712,847
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$100,000,000
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$45,427,193
Assets. Other investments not covered elsewhere at end of year2014-12-31$47,658,841
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$46,269,247
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$430,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$24
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$42
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$430,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$86,318
Total non interest bearing cash at beginning of year2014-12-31$245,050
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$67,929
Value of net assets at end of year (total assets less liabilities)2014-12-31$63,562,985
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$63,495,056
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$20,582,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$21,371,426
Interest earned on other investments2014-12-31$415,608
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$921,224
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,216,291
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,216,291
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$79,316,310
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
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$89,229,343
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$51,518,489
Liabilities. Value of benefit claims payable at end of year2014-12-31$5,256,000
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$5,607,000
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2014-12-31133891517
2013 : MUFG UNION BANK N.A. HEALTH BENEFIT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$9,034,023
Total unrealized appreciation/depreciation of assets2013-12-31$9,034,023
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,607,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,509,614
Total income from all sources (including contributions)2013-12-31$139,346,547
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$131,809,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$126,877,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$129,917,520
Value of total assets at end of year2013-12-31$69,102,056
Value of total assets at beginning of year2013-12-31$61,467,366
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,931,753
Total interest from all sources2013-12-31$395,004
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$4,931,753
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$100,000,000
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$41,252,661
Assets. Other investments not covered elsewhere at end of year2013-12-31$46,269,247
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$40,144,053
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$42
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$162
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$39,614
Total non interest bearing cash at end of year2013-12-31$245,050
Total non interest bearing cash at beginning of year2013-12-31$0
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$7,537,304
Value of net assets at end of year (total assets less liabilities)2013-12-31$63,495,056
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$55,957,752
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$21,371,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$18,268,572
Interest earned on other investments2013-12-31$395,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,216,291
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$3,054,579
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$3,054,579
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$77,936,550
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
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$88,664,859
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$48,940,940
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$5,607,000
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$5,470,000
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2013-12-31133891517
2012 : MUFG UNION BANK N.A. HEALTH BENEFIT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$3,285,073
Total unrealized appreciation/depreciation of assets2012-12-31$3,285,073
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5,509,614
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,811,323
Total income from all sources (including contributions)2012-12-31$125,143,092
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$121,942,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$117,574,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$119,971,920
Value of total assets at end of year2012-12-31$61,467,366
Value of total assets at beginning of year2012-12-31$57,568,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,368,580
Total interest from all sources2012-12-31$390,937
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$3,551,552
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$34,933,077
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$63
Assets. Other investments not covered elsewhere at end of year2012-12-31$40,144,053
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$36,859,188
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$162
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Liabilities. Value of operating payables at end of year2012-12-31$39,614
Liabilities. Value of operating payables at beginning of year2012-12-31$376,323
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$459,233
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$3,200,189
Value of net assets at end of year (total assets less liabilities)2012-12-31$55,957,752
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$52,757,563
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$18,268,572
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$16,383,561
Interest earned on other investments2012-12-31$390,937
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$3,054,579
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$3,866,841
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$3,866,841
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$67,485,312
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,495,162
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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$85,038,843
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$50,089,011
Contract administrator fees2012-12-31$817,028
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$5,470,000
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$4,435,000
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2012-12-31133891517
2011 : MUFG UNION BANK N.A. HEALTH BENEFIT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-1,314,098
Total unrealized appreciation/depreciation of assets2011-12-31$-1,314,098
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$4,811,323
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,607,627
Total income from all sources (including contributions)2011-12-31$114,749,725
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$115,519,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$109,916,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$115,357,152
Value of total assets at end of year2011-12-31$57,568,886
Value of total assets at beginning of year2011-12-31$57,135,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,603,515
Total interest from all sources2011-12-31$381,026
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$4,790,556
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$34,458,587
Participant contributions at end of year2011-12-31$63
Participant contributions at beginning of year2011-12-31$35,378
Assets. Other investments not covered elsewhere at end of year2011-12-31$36,859,188
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$38,358,180
Other income not declared elsewhere2011-12-31$29,258
Liabilities. Value of operating payables at end of year2011-12-31$376,323
Liabilities. Value of operating payables at beginning of year2011-12-31$3,627
Total non interest bearing cash at end of year2011-12-31$459,233
Total non interest bearing cash at beginning of year2011-12-31$604,438
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-769,989
Value of net assets at end of year (total assets less liabilities)2011-12-31$52,757,563
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$53,527,552
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$16,383,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$15,706,962
Interest earned on other investments2011-12-31$381,026
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$3,866,841
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,430,221
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,430,221
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$68,063,941
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$296,387
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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$80,898,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$41,852,258
Contract administrator fees2011-12-31$812,959
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$4,435,000
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$3,604,000
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2011-12-31133891517
2010 : MUFG UNION BANK N.A. HEALTH BENEFIT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$2,651,712
Total unrealized appreciation/depreciation of assets2010-12-31$2,651,712
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,607,627
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,696,300
Total income from all sources (including contributions)2010-12-31$104,368,038
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$99,542,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$95,879,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$99,697,793
Value of total assets at end of year2010-12-31$57,135,179
Value of total assets at beginning of year2010-12-31$52,398,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,663,079
Total interest from all sources2010-12-31$377,251
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$3,663,079
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000,000
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$29,192,870
Participant contributions at end of year2010-12-31$35,378
Participant contributions at beginning of year2010-12-31$6,186
Assets. Other investments not covered elsewhere at end of year2010-12-31$38,358,180
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$35,521,883
Other income not declared elsewhere2010-12-31$166,425
Liabilities. Value of operating payables at end of year2010-12-31$3,627
Liabilities. Value of operating payables at beginning of year2010-12-31$3,300
Total non interest bearing cash at end of year2010-12-31$604,438
Total non interest bearing cash at beginning of year2010-12-31$368,274
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$4,825,347
Value of net assets at end of year (total assets less liabilities)2010-12-31$53,527,552
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$48,702,205
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$15,706,962
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$13,858,209
Interest earned on other investments2010-12-31$377,251
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,430,221
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,643,953
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,643,953
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$60,439,705
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,474,857
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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$70,504,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$35,439,907
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$3,604,000
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$3,693,000
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2010-12-31133891517

Form 5500 Responses for MUFG UNION BANK N.A. HEALTH BENEFIT PLAN

2021: MUFG UNION BANK N.A. HEALTH BENEFIT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MUFG UNION BANK N.A. HEALTH BENEFIT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MUFG UNION BANK N.A. HEALTH BENEFIT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MUFG UNION BANK N.A. HEALTH BENEFIT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MUFG UNION BANK N.A. HEALTH BENEFIT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MUFG UNION BANK N.A. HEALTH BENEFIT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MUFG UNION BANK N.A. HEALTH BENEFIT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MUFG UNION BANK N.A. HEALTH BENEFIT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MUFG UNION BANK N.A. HEALTH BENEFIT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MUFG UNION BANK N.A. HEALTH BENEFIT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MUFG UNION BANK N.A. HEALTH BENEFIT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MUFG UNION BANK N.A. HEALTH BENEFIT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MUFG UNION BANK N.A. HEALTH BENEFIT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number00811801
Policy instance 6
Insurance contract or identification number00811801
Number of Individuals Covered10812
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
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 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number07535
Policy instance 1
Insurance contract or identification number07535
Number of Individuals Covered16301
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
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
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number71818
Policy instance 2
Insurance contract or identification number71818
Number of Individuals Covered3701
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare 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
Welfare Benefit Premiums Paid to CarrierUSD $671,603
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FOUR EVER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80985 )
Policy contract number4EL-7924-21
Policy instance 3
Insurance contract or identification number4EL-7924-21
Number of Individuals Covered14
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $5,279
Total amount of fees paid to insurance companyUSD $660
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 $65,982
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,640
Amount paid for insurance broker fees330
Additional information about fees paid to insurance brokerACCESS FEES
Insurance broker organization code?0
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number104620
Policy instance 4
Insurance contract or identification number104620
Number of Individuals Covered4650
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $31,257,917
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number1931
Policy instance 5
Insurance contract or identification number1931
Number of Individuals Covered1347
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $8,183,948
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number71818
Policy instance 2
Insurance contract or identification number71818
Number of Individuals Covered3911
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
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
Welfare Benefit Premiums Paid to CarrierUSD $687,179
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FOUR EVER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80985 )
Policy contract number4EL-7924-20
Policy instance 3
Insurance contract or identification number4EL-7924-20
Number of Individuals Covered19
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $6,965
Total amount of fees paid to insurance companyUSD $3,482
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 $87,057
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,483
Amount paid for insurance broker fees1741
Additional information about fees paid to insurance brokerACCESS FEES
Insurance broker organization code?0
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number104620
Policy instance 4
Insurance contract or identification number104620
Number of Individuals Covered5006
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $33,160,750
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number1931
Policy instance 5
Insurance contract or identification number1931
Number of Individuals Covered1471
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $6,489,783
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number07535
Policy instance 1
Insurance contract or identification number07535
Number of Individuals Covered16789
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
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
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number00811801
Policy instance 6
Insurance contract or identification number00811801
Number of Individuals Covered11302
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
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 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number104620
Policy instance 4
Insurance contract or identification number104620
Number of Individuals Covered5276
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $30,557,068
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number1931
Policy instance 5
Insurance contract or identification number1931
Number of Individuals Covered1504
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $8,828,171
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number00811801
Policy instance 6
Insurance contract or identification number00811801
Number of Individuals Covered10951
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
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 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number71818
Policy instance 2
Insurance contract or identification number71818
Number of Individuals Covered3620
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
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
Welfare Benefit Premiums Paid to CarrierUSD $661,213
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number07535
Policy instance 1
Insurance contract or identification number07535
Number of Individuals Covered16772
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
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
FOUR EVER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80985 )
Policy contract number4EL-7924-19
Policy instance 3
Insurance contract or identification number4EL-7924-19
Number of Individuals Covered27
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $8,778
Total amount of fees paid to insurance companyUSD $4,389
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 $109,722
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,389
Amount paid for insurance broker fees2195
Additional information about fees paid to insurance brokerACCESS FEES
Insurance broker organization code?0
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number00811801
Policy instance 6
Insurance contract or identification number00811801
Number of Individuals Covered11048
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
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 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number1931
Policy instance 5
Insurance contract or identification number1931
Number of Individuals Covered1617
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $12,179,346
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number104620
Policy instance 4
Insurance contract or identification number104620
Number of Individuals Covered5525
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $29,445,297
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FOUR EVER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80985 )
Policy contract number4EL-7924-18
Policy instance 3
Insurance contract or identification number4EL-7924-18
Number of Individuals Covered33
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $8,868
Total amount of fees paid to insurance companyUSD $4,434
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 $110,846
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,434
Amount paid for insurance broker fees2217
Additional information about fees paid to insurance brokerFEES PAID
Insurance broker organization code?0
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number71818
Policy instance 2
Insurance contract or identification number71818
Number of Individuals Covered3754
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
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
Welfare Benefit Premiums Paid to CarrierUSD $683,487
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number07535
Policy instance 1
Insurance contract or identification number07535
Number of Individuals Covered17690
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
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
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number71818
Policy instance 2
Insurance contract or identification number71818
Number of Individuals Covered3005
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
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
Welfare Benefit Premiums Paid to CarrierUSD $679,956
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FOUR EVER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80985 )
Policy contract number4EL-7924-17
Policy instance 3
Insurance contract or identification number4EL-7924-17
Number of Individuals Covered26
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $8,927
Total amount of fees paid to insurance companyUSD $4,463
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 $111,584
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,927
Amount paid for insurance broker fees4463
Additional information about fees paid to insurance brokerOTHER FEES
Insurance broker organization code?0
Insurance broker nameTOWERS WATSON DELEWARE, INC.
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number104620
Policy instance 4
Insurance contract or identification number104620
Number of Individuals Covered5842
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $31,286,899
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number1931
Policy instance 5
Insurance contract or identification number1931
Number of Individuals Covered1678
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $9,334,979
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number141518
Policy instance 6
Insurance contract or identification number141518
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $21
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 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 $1,422
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21
Insurance broker organization code?3
Insurance broker nameNLI INSURANCE AGENCY, INC.
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number00811801
Policy instance 7
Insurance contract or identification number00811801
Number of Individuals Covered10924
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
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 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number07535
Policy instance 1
Insurance contract or identification number07535
Number of Individuals Covered17182
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
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

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