?>
Logo

WORKERS' COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA INCENTIVE SAVINGS PLAN 401k Plan overview

Plan NameWORKERS' COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA INCENTIVE SAVINGS PLAN
Plan identification number 002

WORKERS' COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA INCENTIVE SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WORKERS' COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA has sponsored the creation of one or more 401k plans.

Company Name:WORKERS' COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA
Employer identification number (EIN):940358760
NAIC Classification:524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WORKERS' COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA INCENTIVE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01SANDRA MOLNAR SANDRA MOLNAR2018-07-02
0022016-01-01SANDRA MOLNAR SANDRA MOLNAR2017-09-27
0022015-01-01SANDRA MOLNAR
0022014-01-01SANDRA MOLNAR
0022013-01-01THOMAS LEE
0022012-01-01SANDRA MOLNAR
0022011-01-01SANDRA MOLNAR
0022009-01-01SANDRA MOLNAR

Plan Statistics for WORKERS' COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA INCENTIVE SAVINGS PLAN

401k plan membership statisitcs for WORKERS' COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA INCENTIVE SAVINGS PLAN

Measure Date Value
2022: WORKERS' COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA INCENTIVE SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01229
Total number of active participants reported on line 7a of the Form 55002022-01-01160
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0180
Total of all active and inactive participants2022-01-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01240
Number of participants with account balances2022-01-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WORKERS' COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA INCENTIVE SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01235
Total number of active participants reported on line 7a of the Form 55002021-01-01155
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0174
Total of all active and inactive participants2021-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01229
Number of participants with account balances2021-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WORKERS' COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA INCENTIVE SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01241
Total number of active participants reported on line 7a of the Form 55002020-01-01165
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0170
Total of all active and inactive participants2020-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01235
Number of participants with account balances2020-01-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WORKERS' COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA INCENTIVE SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01236
Total number of active participants reported on line 7a of the Form 55002019-01-01180
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0161
Total of all active and inactive participants2019-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01241
Number of participants with account balances2019-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WORKERS' COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA INCENTIVE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01234
Total number of active participants reported on line 7a of the Form 55002018-01-01173
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0163
Total of all active and inactive participants2018-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01236
Number of participants with account balances2018-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WORKERS' COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA INCENTIVE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01237
Total number of active participants reported on line 7a of the Form 55002017-01-01172
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0162
Total of all active and inactive participants2017-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01234
Number of participants with account balances2017-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: WORKERS' COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA INCENTIVE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01253
Total number of active participants reported on line 7a of the Form 55002016-01-01186
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0151
Total of all active and inactive participants2016-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01237
Number of participants with account balances2016-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: WORKERS' COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA INCENTIVE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01254
Total number of active participants reported on line 7a of the Form 55002015-01-01195
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0156
Total of all active and inactive participants2015-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01253
Number of participants with account balances2015-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: WORKERS' COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA INCENTIVE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01260
Total number of active participants reported on line 7a of the Form 55002014-01-01199
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0154
Total of all active and inactive participants2014-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01254
Number of participants with account balances2014-01-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: WORKERS' COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA INCENTIVE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01243
Total number of active participants reported on line 7a of the Form 55002013-01-01203
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0156
Total of all active and inactive participants2013-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01260
Number of participants with account balances2013-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: WORKERS' COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA INCENTIVE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01221
Total number of active participants reported on line 7a of the Form 55002012-01-01205
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0137
Total of all active and inactive participants2012-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01243
Number of participants with account balances2012-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: WORKERS' COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA INCENTIVE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01220
Total number of active participants reported on line 7a of the Form 55002011-01-01191
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0129
Total of all active and inactive participants2011-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01221
Number of participants with account balances2011-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: WORKERS' COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA INCENTIVE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01216
Total number of active participants reported on line 7a of the Form 55002009-01-01188
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0130
Total of all active and inactive participants2009-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01219
Number of participants with account balances2009-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on WORKERS' COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA INCENTIVE SAVINGS PLAN

Measure Date Value
2022 : WORKERS' COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA INCENTIVE SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-7,258,084
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$7,626,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,526,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,059,263
Value of total assets at end of year2022-12-31$44,815,409
Value of total assets at beginning of year2022-12-31$59,700,441
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$100,623
Total interest from all sources2022-12-31$59,788
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$526,559
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$526,559
Administrative expenses professional fees incurred2022-12-31$24,686
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,056,787
Participant contributions at end of year2022-12-31$210,553
Participant contributions at beginning of year2022-12-31$260,974
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$13,388
Other income not declared elsewhere2022-12-31$25,697
Administrative expenses (other) incurred2022-12-31$66,521
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-14,885,032
Value of net assets at end of year (total assets less liabilities)2022-12-31$44,815,409
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$59,700,441
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$32,233,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$42,094,032
Value of interest in pooled separate accounts at end of year2022-12-31$9,206,661
Value of interest in pooled separate accounts at beginning of year2022-12-31$13,410,874
Interest on participant loans2022-12-31$11,279
Interest earned on other investments2022-12-31$48,509
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,105,395
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,873,876
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,860,288
Net investment gain/loss from pooled separate accounts2022-12-31$-4,069,103
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$989,088
Employer contributions (assets) at end of year2022-12-31$59,553
Employer contributions (assets) at beginning of year2022-12-31$60,685
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,526,325
Contract administrator fees2022-12-31$9,416
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WITHUM-SMITH+BROWN, PC
Accountancy firm EIN2022-12-31222027092
2021 : WORKERS' COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA INCENTIVE SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$12,695,005
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,636,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,560,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,410,843
Value of total assets at end of year2021-12-31$59,700,441
Value of total assets at beginning of year2021-12-31$53,642,336
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$76,558
Total interest from all sources2021-12-31$81,509
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$531,237
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$531,237
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,017,848
Participant contributions at end of year2021-12-31$260,974
Participant contributions at beginning of year2021-12-31$373,043
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,407,609
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$76,558
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$6,058,105
Value of net assets at end of year (total assets less liabilities)2021-12-31$59,700,441
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$53,642,336
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 in registered invesment companies (eg mutual funds) at end of year2021-12-31$42,094,032
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$37,347,193
Value of interest in pooled separate accounts at end of year2021-12-31$13,410,874
Value of interest in pooled separate accounts at beginning of year2021-12-31$12,022,227
Interest on participant loans2021-12-31$17,861
Interest earned on other investments2021-12-31$63,648
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,873,876
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,847,767
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,826,011
Net investment gain/loss from pooled separate accounts2021-12-31$1,845,405
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
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$985,386
Employer contributions (assets) at end of year2021-12-31$60,685
Employer contributions (assets) at beginning of year2021-12-31$52,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,560,342
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 name2021-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2021-12-31431947695
2020 : WORKERS' COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA INCENTIVE SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$10,495,098
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$873,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$810,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,062,291
Value of total assets at end of year2020-12-31$53,642,336
Value of total assets at beginning of year2020-12-31$44,020,327
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$62,455
Total interest from all sources2020-12-31$90,781
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$499,654
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$499,654
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,012,916
Participant contributions at end of year2020-12-31$373,043
Participant contributions at beginning of year2020-12-31$397,587
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$52,299
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$67,034
Administrative expenses (other) incurred2020-12-31$62,455
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$9,622,009
Value of net assets at end of year (total assets less liabilities)2020-12-31$53,642,336
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$44,020,327
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$37,347,193
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$31,267,058
Value of interest in pooled separate accounts at end of year2020-12-31$12,022,227
Value of interest in pooled separate accounts at beginning of year2020-12-31$9,141,428
Interest on participant loans2020-12-31$22,742
Interest earned on other investments2020-12-31$68,039
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,847,767
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,079,070
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,550,114
Net investment gain/loss from pooled separate accounts2020-12-31$2,292,258
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$982,341
Employer contributions (assets) at end of year2020-12-31$52,106
Employer contributions (assets) at beginning of year2020-12-31$82,885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$810,634
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SHEA LABAGH DOBBERSTEIN
Accountancy firm EIN2020-12-31942290202
2019 : WORKERS' COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA INCENTIVE SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$11,259,725
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,098,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,055,261
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,905,940
Value of total assets at end of year2019-12-31$44,020,327
Value of total assets at beginning of year2019-12-31$35,858,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$42,821
Total interest from all sources2019-12-31$84,396
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$567,824
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$567,824
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,929,977
Participant contributions at end of year2019-12-31$397,587
Participant contributions at beginning of year2019-12-31$412,389
Participant contributions at end of year2019-12-31$52,299
Participant contributions at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$42,821
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$8,161,643
Value of net assets at end of year (total assets less liabilities)2019-12-31$44,020,327
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$35,858,684
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$31,267,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$25,332,840
Value of interest in pooled separate accounts at end of year2019-12-31$9,141,428
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,204,012
Interest on participant loans2019-12-31$22,859
Interest earned on other investments2019-12-31$61,537
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,079,070
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,853,264
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,828,051
Net investment gain/loss from pooled separate accounts2019-12-31$1,873,514
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$975,963
Employer contributions (assets) at end of year2019-12-31$82,885
Employer contributions (assets) at beginning of year2019-12-31$56,179
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,055,261
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)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SHEA LABAGH DOBBERSTEIN
Accountancy firm EIN2019-12-31942290202
2018 : WORKERS' COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA INCENTIVE SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,457,962
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,743,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,681,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,003,150
Value of total assets at end of year2018-12-31$35,858,684
Value of total assets at beginning of year2018-12-31$36,144,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$62,060
Total interest from all sources2018-12-31$64,328
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$501,118
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$501,118
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,795,739
Participant contributions at end of year2018-12-31$412,389
Participant contributions at beginning of year2018-12-31$288,208
Participant contributions at beginning of year2018-12-31$1,425
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$295,932
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$62,060
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-285,654
Value of net assets at end of year (total assets less liabilities)2018-12-31$35,858,684
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$36,144,338
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$25,332,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$26,262,713
Value of interest in pooled separate accounts at end of year2018-12-31$7,204,012
Value of interest in pooled separate accounts at beginning of year2018-12-31$7,575,331
Interest on participant loans2018-12-31$17,117
Interest earned on other investments2018-12-31$47,211
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,853,264
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,965,830
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,738,572
Net investment gain/loss from pooled separate accounts2018-12-31$-372,062
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
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$911,479
Employer contributions (assets) at end of year2018-12-31$56,179
Employer contributions (assets) at beginning of year2018-12-31$50,831
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,681,556
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 name2018-12-31SHEA LABAGH DOBBERSTEIN
Accountancy firm EIN2018-12-31942290202
2017 : WORKERS' COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA INCENTIVE SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,207
Total income from all sources (including contributions)2017-12-31$7,892,035
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,631,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,507,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,148,026
Value of total assets at end of year2017-12-31$36,144,338
Value of total assets at beginning of year2017-12-31$29,884,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$123,785
Total interest from all sources2017-12-31$52,447
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$419,910
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$419,910
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,676,073
Participant contributions at end of year2017-12-31$288,208
Participant contributions at beginning of year2017-12-31$365,524
Participant contributions at end of year2017-12-31$1,425
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$12,816
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$1,207
Other income not declared elsewhere2017-12-31$71,876
Administrative expenses (other) incurred2017-12-31$123,785
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$6,261,003
Value of net assets at end of year (total assets less liabilities)2017-12-31$36,144,338
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$29,883,335
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$26,262,713
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$21,614,811
Value of interest in pooled separate accounts at end of year2017-12-31$7,575,331
Value of interest in pooled separate accounts at beginning of year2017-12-31$5,714,877
Interest on participant loans2017-12-31$14,832
Interest earned on other investments2017-12-31$37,615
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,965,830
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,153,562
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,463,950
Net investment gain/loss from pooled separate accounts2017-12-31$1,735,826
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
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$459,137
Employer contributions (assets) at end of year2017-12-31$50,831
Employer contributions (assets) at beginning of year2017-12-31$35,768
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,507,247
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 name2017-12-31SHEA LABAGH DOBBERSTEIN
Accountancy firm EIN2017-12-31942290202
2016 : WORKERS' COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA INCENTIVE SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,207
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,618,632
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,085,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,013,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,355,863
Value of total assets at end of year2016-12-31$29,884,542
Value of total assets at beginning of year2016-12-31$29,350,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$72,372
Total interest from all sources2016-12-31$40,922
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$455,021
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$455,021
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,640,844
Participant contributions at end of year2016-12-31$365,524
Participant contributions at beginning of year2016-12-31$348,462
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$268,324
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$1,207
Other income not declared elsewhere2016-12-31$29,161
Administrative expenses (other) incurred2016-12-31$72,372
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$532,660
Value of net assets at end of year (total assets less liabilities)2016-12-31$29,883,335
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$29,350,675
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$21,614,811
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$26,990,554
Value of interest in pooled separate accounts at end of year2016-12-31$5,714,877
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$16,048
Interest earned on other investments2016-12-31$24,737
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,996,904
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,996,904
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$137
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,153,562
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,453,780
Net investment gain/loss from pooled separate accounts2016-12-31$283,885
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$446,695
Employer contributions (assets) at end of year2016-12-31$35,768
Employer contributions (assets) at beginning of year2016-12-31$14,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,013,600
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31SHEA LABAGH DOBBERSTEIN
Accountancy firm EIN2016-12-31942290202
2015 : WORKERS' COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA INCENTIVE SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,063,224
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$634,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$572,041
Expenses. Certain deemed distributions of participant loans2015-12-31$5,098
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,100,403
Value of total assets at end of year2015-12-31$29,350,675
Value of total assets at beginning of year2015-12-31$27,922,132
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$57,542
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$17,236
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,245,621
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,245,621
Assets. Real estate other than employer real property at end of year2015-12-31$0
Assets. Real estate other than employer real property at beginning of year2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
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$1,427,563
Participant contributions at end of year2015-12-31$348,462
Participant contributions at beginning of year2015-12-31$389,113
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$273,611
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Assets. Loans (other than to participants) at end of year2015-12-31$0
Assets. Loans (other than to participants) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$57,542
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$1,428,543
Value of net assets at end of year (total assets less liabilities)2015-12-31$29,350,675
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$27,922,132
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$26,990,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$25,894,147
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$16,890
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in master investment trust accounts at end of year2015-12-31$0
Value of interest in master investment trust accounts at beginning of year2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,996,904
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,638,872
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,638,872
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$346
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,300,036
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
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
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Assets. Value of employer real property at end of year2015-12-31$0
Assets. Value of employer real property at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$399,229
Employer contributions (assets) at end of year2015-12-31$14,755
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$572,041
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Contract administrator fees2015-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
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 name2015-12-31SHEA LABAGH DOBBERSTEIN
Accountancy firm EIN2015-12-31942290202
2014 : WORKERS' COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA INCENTIVE SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,812,031
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,641,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,583,904
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$3,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,820,023
Value of total assets at end of year2014-12-31$27,922,132
Value of total assets at beginning of year2014-12-31$27,751,145
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$53,976
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$19,468
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,423,356
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,423,356
Assets. Real estate other than employer real property at end of year2014-12-31$0
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
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$1,388,400
Participant contributions at end of year2014-12-31$389,113
Participant contributions at beginning of year2014-12-31$421,274
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$43,723
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Assets. Loans (other than to participants) at end of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$53,976
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$170,987
Value of net assets at end of year (total assets less liabilities)2014-12-31$27,922,132
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$27,751,145
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$25,894,147
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$24,642,246
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$19,266
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in master investment trust accounts at end of year2014-12-31$0
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,638,872
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,681,180
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,681,180
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$202
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$549,184
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
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
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Assets. Value of employer real property at end of year2014-12-31$0
Assets. Value of employer real property at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$387,900
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$6,445
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,583,904
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Contract administrator fees2014-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
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 name2014-12-31SHEA LABAGH DOBBERSTEIN
Accountancy firm EIN2014-12-31942290202
2013 : WORKERS' COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA INCENTIVE SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$6,592,587
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,857,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,805,738
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,835,583
Value of total assets at end of year2013-12-31$27,751,145
Value of total assets at beginning of year2013-12-31$23,016,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$51,991
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$27,750
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,169,493
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,169,493
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
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$1,350,758
Participant contributions at end of year2013-12-31$421,274
Participant contributions at beginning of year2013-12-31$483,524
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$102,419
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$51,991
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
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
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$4,734,858
Value of net assets at end of year (total assets less liabilities)2013-12-31$27,751,145
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$23,016,287
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$24,642,246
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$19,962,691
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$27,469
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,681,180
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,570,072
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,570,072
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$281
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,559,761
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
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
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$382,406
Employer contributions (assets) at end of year2013-12-31$6,445
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,805,738
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$0
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
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
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 name2013-12-31SHEA LABAGH DOBBERSTEIN
Accountancy firm EIN2013-12-31942290202
2012 : WORKERS' COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA INCENTIVE SAVINGS PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$4,008,089
Total of all expenses incurred2012-12-31$1,851,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,806,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,643,968
Value of total assets at end of year2012-12-31$23,016,287
Value of total assets at beginning of year2012-12-31$20,859,433
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$44,281
Total interest from all sources2012-12-31$36,285
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$619,614
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$619,614
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,260,110
Participant contributions at end of year2012-12-31$483,524
Participant contributions at beginning of year2012-12-31$488,264
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$76
Administrative expenses (other) incurred2012-12-31$44,281
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$2,156,854
Value of net assets at end of year (total assets less liabilities)2012-12-31$23,016,287
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$20,859,433
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$19,962,691
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$18,004,975
Interest on participant loans2012-12-31$36,035
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,570,072
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,365,761
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,365,761
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$250
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,708,222
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$383,782
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$433
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,806,954
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
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 name2012-12-31SHEA LABAGH DOBBERSTEIN
Accountancy firm EIN2012-12-31942290202
2011 : WORKERS' COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA INCENTIVE SAVINGS PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,694,370
Total of all expenses incurred2011-12-31$1,068,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,025,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,685,023
Value of total assets at end of year2011-12-31$20,859,433
Value of total assets at beginning of year2011-12-31$20,233,122
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$42,354
Total interest from all sources2011-12-31$39,405
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$649,281
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$649,281
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,271,214
Participant contributions at end of year2011-12-31$488,264
Participant contributions at beginning of year2011-12-31$403,447
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$29,458
Administrative expenses (other) incurred2011-12-31$42,354
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$626,311
Value of net assets at end of year (total assets less liabilities)2011-12-31$20,859,433
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$20,233,122
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$18,004,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$17,555,628
Interest on participant loans2011-12-31$39,165
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,365,761
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,274,047
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,274,047
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$240
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-679,339
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$384,351
Employer contributions (assets) at end of year2011-12-31$433
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,025,705
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
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 name2011-12-31SHEA LABAGH DOBBERSTEIN
Accountancy firm EIN2011-12-31942290202
2010 : WORKERS' COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA INCENTIVE SAVINGS PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$3,732,180
Total of all expenses incurred2010-12-31$410,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$374,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,578,724
Value of total assets at end of year2010-12-31$20,233,122
Value of total assets at beginning of year2010-12-31$16,911,039
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$35,606
Total interest from all sources2010-12-31$39,525
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$433,844
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$433,844
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,205,883
Participant contributions at end of year2010-12-31$403,447
Participant contributions at beginning of year2010-12-31$371,519
Administrative expenses (other) incurred2010-12-31$35,606
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$3,322,083
Value of net assets at end of year (total assets less liabilities)2010-12-31$20,233,122
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$16,911,039
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$17,555,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$14,262,321
Interest on participant loans2010-12-31$38,365
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,274,047
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,277,199
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,277,199
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,160
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,680,087
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$372,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$374,491
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
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 name2010-12-31SHEA LABAGH DOBBERSTEIN
Accountancy firm EIN2010-12-31942290202
2009 : WORKERS' COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA INCENTIVE SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WORKERS' COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA INCENTIVE SAVINGS PLAN

2022: WORKERS' COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA INCENTIVE SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WORKERS' COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA INCENTIVE SAVINGS 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: WORKERS' COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA INCENTIVE SAVINGS 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: WORKERS' COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA INCENTIVE SAVINGS 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: WORKERS' COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA INCENTIVE SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
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: WORKERS' COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA INCENTIVE SAVINGS 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: WORKERS' COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA INCENTIVE SAVINGS 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WORKERS' COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA INCENTIVE SAVINGS 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 - TrustYes
2014: WORKERS' COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA INCENTIVE SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WORKERS' COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA INCENTIVE SAVINGS 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 - TrustYes
2012: WORKERS' COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA INCENTIVE SAVINGS 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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WORKERS' COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA INCENTIVE SAVINGS 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 funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WORKERS' COMPENSATION INSURANCE RATING BUREAU OF CALIFORNIA INCENTIVE SAVINGS 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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074810
Policy instance 1
Insurance contract or identification number074810
Number of Individuals Covered240
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074810
Policy instance 1
Insurance contract or identification number074810
Number of Individuals Covered229
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074810
Policy instance 1
Insurance contract or identification number074810
Number of Individuals Covered235
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074810
Policy instance 1
Insurance contract or identification number074810
Number of Individuals Covered241
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074810
Policy instance 1
Insurance contract or identification number074810
Number of Individuals Covered234
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3