?>
Logo

CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST MEMBER WELFARE BENEFIT PLAN 401k Plan overview

Plan NameCALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST MEMBER WELFARE BENEFIT PLAN
Plan identification number 590

CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST MEMBER WELFARE BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

CALIFORNIA TEACHERS ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:CALIFORNIA TEACHERS ASSOCIATION
Employer identification number (EIN):940362310
NAIC Classification:611000

Additional information about CALIFORNIA TEACHERS ASSOCIATION

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0048839

More information about CALIFORNIA TEACHERS ASSOCIATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST MEMBER WELFARE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5902021-09-01VICKI RODGERS2023-06-05 VICKI RODGERS2023-06-05
5902020-09-01CAROLE ANNE LUCKENBACH2022-06-06 CAROLE ANNE LUCKENBACH2022-06-06
5902019-09-01CAROLE ANNE LUCKENBACH2021-06-08 CAROLE ANNE LUCKENBACH2021-06-08
5902018-09-01CAROLE ANNE LUCKENBACH2020-06-09 CAROLE ANNE LUCKENBACH2020-06-09
5902017-09-01CAROLE ANNE LUCKENBACH2019-06-15
5902017-09-01CAROLE ANNE LUCKENBACH2019-06-16
5902016-09-01
5902015-09-01CAROLE ANNE LUCKENBACH
5902014-09-01CAROLE ANNE LUCKENBACH
5902013-09-01CAROLE ANNE LUCKENBACH
5902012-09-01CAROLE ANNE LUCKENBACH
5902011-09-01CAROLE ANNE LUCKENBACH
5902010-09-01CAROLE ANNE LUCKENBACH
5902009-09-01WEI PAN

Plan Statistics for CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST MEMBER WELFARE BENEFIT PLAN

401k plan membership statisitcs for CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST MEMBER WELFARE BENEFIT PLAN

Measure Date Value
2021: CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST MEMBER WELFARE BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-09-01323,567
Total number of active participants reported on line 7a of the Form 55002021-09-01292,879
Number of retired or separated participants receiving benefits2021-09-0128,649
Number of other retired or separated participants entitled to future benefits2021-09-010
Total of all active and inactive participants2021-09-01321,528
2020: CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST MEMBER WELFARE BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-09-01329,636
Total number of active participants reported on line 7a of the Form 55002020-09-01295,684
Number of retired or separated participants receiving benefits2020-09-0127,883
Number of other retired or separated participants entitled to future benefits2020-09-010
Total of all active and inactive participants2020-09-01323,567
2019: CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST MEMBER WELFARE BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-09-01333,081
Total number of active participants reported on line 7a of the Form 55002019-09-01302,624
Number of retired or separated participants receiving benefits2019-09-0127,012
Number of other retired or separated participants entitled to future benefits2019-09-010
Total of all active and inactive participants2019-09-01329,636
2018: CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST MEMBER WELFARE BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-09-01355,130
Total number of active participants reported on line 7a of the Form 55002018-09-01305,171
Number of retired or separated participants receiving benefits2018-09-0127,910
Number of other retired or separated participants entitled to future benefits2018-09-010
Total of all active and inactive participants2018-09-01333,081
2017: CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST MEMBER WELFARE BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-09-01348,446
Total number of active participants reported on line 7a of the Form 55002017-09-01327,621
Number of retired or separated participants receiving benefits2017-09-0127,509
Number of other retired or separated participants entitled to future benefits2017-09-010
Total of all active and inactive participants2017-09-01355,130
2016: CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST MEMBER WELFARE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-09-01338,951
Total number of active participants reported on line 7a of the Form 55002016-09-01320,783
Number of retired or separated participants receiving benefits2016-09-0127,663
Number of other retired or separated participants entitled to future benefits2016-09-010
Total of all active and inactive participants2016-09-01348,446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-09-010
2015: CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST MEMBER WELFARE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-09-01328,271
Total number of active participants reported on line 7a of the Form 55002015-09-01311,429
Number of retired or separated participants receiving benefits2015-09-0127,522
Number of other retired or separated participants entitled to future benefits2015-09-010
Total of all active and inactive participants2015-09-01338,951
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-09-010
2014: CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST MEMBER WELFARE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-09-01323,990
Total number of active participants reported on line 7a of the Form 55002014-09-01299,877
Number of retired or separated participants receiving benefits2014-09-0128,394
Number of other retired or separated participants entitled to future benefits2014-09-010
Total of all active and inactive participants2014-09-01328,271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-09-010
2013: CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST MEMBER WELFARE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-09-01352,105
Total number of active participants reported on line 7a of the Form 55002013-09-01294,221
Number of retired or separated participants receiving benefits2013-09-0129,769
Total of all active and inactive participants2013-09-01323,990
2012: CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST MEMBER WELFARE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-09-01354,714
Total number of active participants reported on line 7a of the Form 55002012-09-01322,061
Number of retired or separated participants receiving benefits2012-09-0130,044
Total of all active and inactive participants2012-09-01352,105
2011: CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST MEMBER WELFARE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-09-01329,410
Total number of active participants reported on line 7a of the Form 55002011-09-01324,058
Number of retired or separated participants receiving benefits2011-09-0130,656
Total of all active and inactive participants2011-09-01354,714
2010: CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST MEMBER WELFARE BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-09-01339,501
Total number of active participants reported on line 7a of the Form 55002010-09-01298,012
Number of retired or separated participants receiving benefits2010-09-0131,398
Total of all active and inactive participants2010-09-01329,410
2009: CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST MEMBER WELFARE BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-09-01351,564
Total number of active participants reported on line 7a of the Form 55002009-09-01308,550
Number of retired or separated participants receiving benefits2009-09-0130,951
Number of other retired or separated participants entitled to future benefits2009-09-010
Total of all active and inactive participants2009-09-01339,501

Financial Data on CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST MEMBER WELFARE BENEFIT PLAN

Measure Date Value
2022 : CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST MEMBER WELFARE BENEFIT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-08-31$839,169
Total unrealized appreciation/depreciation of assets2022-08-31$839,169
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-08-31$864,690
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-08-31$551,303
Total income from all sources (including contributions)2022-08-31$50,234,429
Total loss/gain on sale of assets2022-08-31$179,323
Total of all expenses incurred2022-08-31$53,279,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-08-31$51,238,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-08-31$50,307,708
Value of total assets at end of year2022-08-31$163,082,622
Value of total assets at beginning of year2022-08-31$165,814,137
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-08-31$2,040,459
Total interest from all sources2022-08-31$173,614
Total dividends received (eg from common stock, registered investment company shares)2022-08-31$3,467,298
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-08-31$3,467,298
Administrative expenses professional fees incurred2022-08-31$346,354
Was this plan covered by a fidelity bond2022-08-31Yes
Value of fidelity bond cover2022-08-31$500,000
If this is an individual account plan, was there a blackout period2022-08-31No
Were there any nonexempt tranactions with any party-in-interest2022-08-31No
Contributions received from participants2022-08-31$50,307,708
Assets. Other investments not covered elsewhere at end of year2022-08-31$13,380,602
Assets. Other investments not covered elsewhere at beginning of year2022-08-31$13,327,018
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-08-31$82,607,232
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-08-31$72,118,050
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-08-31$359,495
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-08-31$0
Other income not declared elsewhere2022-08-31$9,406,792
Administrative expenses (other) incurred2022-08-31$349,960
Liabilities. Value of operating payables at end of year2022-08-31$114,766
Liabilities. Value of operating payables at beginning of year2022-08-31$69,803
Total non interest bearing cash at end of year2022-08-31$74,145
Total non interest bearing cash at beginning of year2022-08-31$441,647
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-31No
Value of net income/loss2022-08-31$-3,044,902
Value of net assets at end of year (total assets less liabilities)2022-08-31$162,217,932
Value of net assets at beginning of year (total assets less liabilities)2022-08-31$165,262,834
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-08-31No
Were any leases to which the plan was party in default or uncollectible2022-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-08-31$67,020,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-08-31$79,927,422
Interest earned on other investments2022-08-31$173,566
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-08-31$48
Expenses. Payments to insurance carriers foe the provision of benefits2022-08-31$50,307,708
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-08-31$-14,139,475
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-08-31Yes
Was there a failure to transmit to the plan any participant contributions2022-08-31No
Has the plan failed to provide any benefit when due under the plan2022-08-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-08-31$931,164
Contract administrator fees2022-08-31$1,344,145
Liabilities. Value of benefit claims payable at end of year2022-08-31$390,429
Liabilities. Value of benefit claims payable at beginning of year2022-08-31$481,500
Did the plan have assets held for investment2022-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-08-31No
Aggregate proceeds on sale of assets2022-08-31$1,879,570
Aggregate carrying amount (costs) on sale of assets2022-08-31$1,700,247
Opinion of an independent qualified public accountant for this plan2022-08-31Unqualified
Accountancy firm name2022-08-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2022-08-31133891517
2021 : CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST MEMBER WELFARE BENEFIT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-08-31$954,730
Total unrealized appreciation/depreciation of assets2021-08-31$954,730
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-08-31$551,303
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-08-31$545,204
Total income from all sources (including contributions)2021-08-31$75,206,289
Total loss/gain on sale of assets2021-08-31$465,828
Total of all expenses incurred2021-08-31$50,703,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-08-31$48,963,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-08-31$47,815,113
Value of total assets at end of year2021-08-31$165,814,137
Value of total assets at beginning of year2021-08-31$141,305,465
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-08-31$1,740,486
Total interest from all sources2021-08-31$147,706
Total dividends received (eg from common stock, registered investment company shares)2021-08-31$2,410,548
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-08-31$2,410,548
Administrative expenses professional fees incurred2021-08-31$262,686
Was this plan covered by a fidelity bond2021-08-31Yes
Value of fidelity bond cover2021-08-31$500,000
If this is an individual account plan, was there a blackout period2021-08-31No
Were there any nonexempt tranactions with any party-in-interest2021-08-31No
Contributions received from participants2021-08-31$47,815,113
Assets. Other investments not covered elsewhere at end of year2021-08-31$13,327,018
Assets. Other investments not covered elsewhere at beginning of year2021-08-31$12,366,883
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-08-31$929,217
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-08-31$72,118,050
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-08-31$59,640,085
Other income not declared elsewhere2021-08-31$12,606,461
Administrative expenses (other) incurred2021-08-31$191,888
Liabilities. Value of operating payables at end of year2021-08-31$69,803
Liabilities. Value of operating payables at beginning of year2021-08-31$42,804
Total non interest bearing cash at end of year2021-08-31$441,647
Total non interest bearing cash at beginning of year2021-08-31$287,510
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Value of net income/loss2021-08-31$24,502,573
Value of net assets at end of year (total assets less liabilities)2021-08-31$165,262,834
Value of net assets at beginning of year (total assets less liabilities)2021-08-31$140,760,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-08-31No
Were any leases to which the plan was party in default or uncollectible2021-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-08-31$79,927,422
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-08-31$69,010,987
Interest earned on other investments2021-08-31$147,688
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-08-31$18
Expenses. Payments to insurance carriers foe the provision of benefits2021-08-31$47,815,113
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-08-31$10,805,903
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-08-31No
Was there a failure to transmit to the plan any participant contributions2021-08-31No
Has the plan failed to provide any benefit when due under the plan2021-08-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-08-31$218,900
Contract administrator fees2021-08-31$1,285,912
Liabilities. Value of benefit claims payable at end of year2021-08-31$481,500
Liabilities. Value of benefit claims payable at beginning of year2021-08-31$502,400
Did the plan have assets held for investment2021-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-08-31No
Aggregate proceeds on sale of assets2021-08-31$1,106,796
Aggregate carrying amount (costs) on sale of assets2021-08-31$640,968
Opinion of an independent qualified public accountant for this plan2021-08-31Unqualified
Accountancy firm name2021-08-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2021-08-31133891517
2020 : CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST MEMBER WELFARE BENEFIT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-08-31$470,116
Total unrealized appreciation/depreciation of assets2020-08-31$470,116
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$545,204
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$556,448
Total income from all sources (including contributions)2020-08-31$64,334,109
Total loss/gain on sale of assets2020-08-31$242,021
Total of all expenses incurred2020-08-31$49,111,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-08-31$47,241,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-08-31$46,365,475
Value of total assets at end of year2020-08-31$141,305,465
Value of total assets at beginning of year2020-08-31$126,094,101
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-08-31$1,870,373
Total interest from all sources2020-08-31$151,413
Total dividends received (eg from common stock, registered investment company shares)2020-08-31$1,507,743
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-08-31$1,507,743
Administrative expenses professional fees incurred2020-08-31$321,624
Was this plan covered by a fidelity bond2020-08-31Yes
Value of fidelity bond cover2020-08-31$500,000
If this is an individual account plan, was there a blackout period2020-08-31No
Were there any nonexempt tranactions with any party-in-interest2020-08-31No
Contributions received from participants2020-08-31$46,365,475
Assets. Other investments not covered elsewhere at end of year2020-08-31$12,366,883
Assets. Other investments not covered elsewhere at beginning of year2020-08-31$11,523,493
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-08-31$629,553
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-08-31$59,640,085
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-08-31$48,354,985
Other income not declared elsewhere2020-08-31$11,174,709
Administrative expenses (other) incurred2020-08-31$401,919
Liabilities. Value of operating payables at end of year2020-08-31$42,804
Liabilities. Value of operating payables at beginning of year2020-08-31$80,148
Total non interest bearing cash at end of year2020-08-31$287,510
Total non interest bearing cash at beginning of year2020-08-31$135,011
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Value of net income/loss2020-08-31$15,222,608
Value of net assets at end of year (total assets less liabilities)2020-08-31$140,760,261
Value of net assets at beginning of year (total assets less liabilities)2020-08-31$125,537,653
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-08-31No
Were any leases to which the plan was party in default or uncollectible2020-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-08-31$69,010,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-08-31$66,080,612
Interest earned on other investments2020-08-31$151,281
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-08-31$132
Expenses. Payments to insurance carriers foe the provision of benefits2020-08-31$46,365,475
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-08-31$4,422,632
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-08-31No
Was there a failure to transmit to the plan any participant contributions2020-08-31No
Has the plan failed to provide any benefit when due under the plan2020-08-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-08-31$246,100
Contract administrator fees2020-08-31$1,146,830
Liabilities. Value of benefit claims payable at end of year2020-08-31$502,400
Liabilities. Value of benefit claims payable at beginning of year2020-08-31$476,300
Did the plan have assets held for investment2020-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-08-31No
Aggregate proceeds on sale of assets2020-08-31$253,493
Aggregate carrying amount (costs) on sale of assets2020-08-31$11,472
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-08-31No
Opinion of an independent qualified public accountant for this plan2020-08-31Unqualified
Accountancy firm name2020-08-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2020-08-31133891517
2019 : CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST MEMBER WELFARE BENEFIT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-08-31$29,036
Total unrealized appreciation/depreciation of assets2019-08-31$29,036
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-08-31$556,448
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-08-31$1,015,016
Total income from all sources (including contributions)2019-08-31$55,168,290
Total loss/gain on sale of assets2019-08-31$230,111
Total of all expenses incurred2019-08-31$45,755,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-08-31$43,865,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-08-31$42,923,393
Value of total assets at end of year2019-08-31$126,094,101
Value of total assets at beginning of year2019-08-31$117,140,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-08-31$1,890,625
Total interest from all sources2019-08-31$-456,858
Total dividends received (eg from common stock, registered investment company shares)2019-08-31$1,875,199
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-08-31$1,875,199
Administrative expenses professional fees incurred2019-08-31$259,574
Was this plan covered by a fidelity bond2019-08-31Yes
Value of fidelity bond cover2019-08-31$500,000
If this is an individual account plan, was there a blackout period2019-08-31No
Were there any nonexempt tranactions with any party-in-interest2019-08-31No
Contributions received from participants2019-08-31$42,923,393
Assets. Other investments not covered elsewhere at end of year2019-08-31$11,523,493
Assets. Other investments not covered elsewhere at beginning of year2019-08-31$21,991,756
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-08-31$739,639
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-08-31$48,354,985
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-08-31$37,970,460
Other income not declared elsewhere2019-08-31$10,322,171
Administrative expenses (other) incurred2019-08-31$425,275
Liabilities. Value of operating payables at end of year2019-08-31$80,148
Liabilities. Value of operating payables at beginning of year2019-08-31$571,816
Total non interest bearing cash at end of year2019-08-31$135,011
Total non interest bearing cash at beginning of year2019-08-31$467,614
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Value of net income/loss2019-08-31$9,412,664
Value of net assets at end of year (total assets less liabilities)2019-08-31$125,537,653
Value of net assets at beginning of year (total assets less liabilities)2019-08-31$116,124,989
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-08-31No
Were any leases to which the plan was party in default or uncollectible2019-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-08-31$66,080,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-08-31$56,710,175
Interest earned on other investments2019-08-31$-458,746
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-08-31$1,888
Expenses. Payments to insurance carriers foe the provision of benefits2019-08-31$42,923,393
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-08-31$245,238
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-08-31No
Was there a failure to transmit to the plan any participant contributions2019-08-31No
Has the plan failed to provide any benefit when due under the plan2019-08-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-08-31$201,969
Contract administrator fees2019-08-31$1,205,776
Liabilities. Value of benefit claims payable at end of year2019-08-31$476,300
Liabilities. Value of benefit claims payable at beginning of year2019-08-31$443,200
Did the plan have assets held for investment2019-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-08-31No
Aggregate proceeds on sale of assets2019-08-31$15,133,620
Aggregate carrying amount (costs) on sale of assets2019-08-31$14,903,509
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-08-31No
Opinion of an independent qualified public accountant for this plan2019-08-31Unqualified
Accountancy firm name2019-08-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2019-08-31133891517
2018 : CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST MEMBER WELFARE BENEFIT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-08-31$494,843
Total unrealized appreciation/depreciation of assets2018-08-31$494,843
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$1,015,016
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$1,062,039
Total income from all sources (including contributions)2018-08-31$55,748,145
Total loss/gain on sale of assets2018-08-31$936,978
Total of all expenses incurred2018-08-31$45,705,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-08-31$43,560,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-08-31$42,383,729
Value of total assets at end of year2018-08-31$117,140,005
Value of total assets at beginning of year2018-08-31$107,143,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-08-31$2,144,987
Total interest from all sources2018-08-31$166,859
Total dividends received (eg from common stock, registered investment company shares)2018-08-31$1,617,879
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-08-31$1,617,879
Administrative expenses professional fees incurred2018-08-31$319,003
Was this plan covered by a fidelity bond2018-08-31Yes
Value of fidelity bond cover2018-08-31$500,000
If this is an individual account plan, was there a blackout period2018-08-31No
Were there any nonexempt tranactions with any party-in-interest2018-08-31No
Contributions received from participants2018-08-31$42,383,729
Assets. Other investments not covered elsewhere at end of year2018-08-31$21,991,756
Assets. Other investments not covered elsewhere at beginning of year2018-08-31$21,922,236
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-08-31$1,007,100
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-08-31$37,970,460
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-08-31$28,510,083
Other income not declared elsewhere2018-08-31$9,435,369
Administrative expenses (other) incurred2018-08-31$475,039
Liabilities. Value of operating payables at end of year2018-08-31$571,816
Liabilities. Value of operating payables at beginning of year2018-08-31$630,439
Total non interest bearing cash at end of year2018-08-31$467,614
Total non interest bearing cash at beginning of year2018-08-31$831,768
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Value of net income/loss2018-08-31$10,043,133
Value of net assets at end of year (total assets less liabilities)2018-08-31$116,124,989
Value of net assets at beginning of year (total assets less liabilities)2018-08-31$106,081,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-08-31No
Were any leases to which the plan was party in default or uncollectible2018-08-31No
Investment advisory and management fees2018-08-31$750
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-08-31$56,710,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-08-31$55,879,808
Interest earned on other investments2018-08-31$166,112
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-08-31$747
Expenses. Payments to insurance carriers foe the provision of benefits2018-08-31$42,383,729
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-08-31$712,488
Net investment gain or loss from common/collective trusts2018-08-31$-58,046
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-08-31No
Was there a failure to transmit to the plan any participant contributions2018-08-31No
Has the plan failed to provide any benefit when due under the plan2018-08-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-08-31$169,196
Contract administrator fees2018-08-31$1,350,195
Liabilities. Value of benefit claims payable at end of year2018-08-31$443,200
Liabilities. Value of benefit claims payable at beginning of year2018-08-31$431,600
Did the plan have assets held for investment2018-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-08-31No
Aggregate proceeds on sale of assets2018-08-31$15,856,955
Aggregate carrying amount (costs) on sale of assets2018-08-31$14,919,977
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-08-31No
Opinion of an independent qualified public accountant for this plan2018-08-31Unqualified
Accountancy firm name2018-08-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2018-08-31133891517
2017 : CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST MEMBER WELFARE BENEFIT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-08-31$272,676
Total unrealized appreciation/depreciation of assets2017-08-31$272,676
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$1,062,039
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$536,308
Total income from all sources (including contributions)2017-08-31$59,361,924
Total loss/gain on sale of assets2017-08-31$222,189
Total of all expenses incurred2017-08-31$43,106,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-08-31$40,942,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-08-31$40,223,094
Value of total assets at end of year2017-08-31$107,143,895
Value of total assets at beginning of year2017-08-31$90,362,933
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-08-31$2,164,195
Total interest from all sources2017-08-31$824,338
Total dividends received (eg from common stock, registered investment company shares)2017-08-31$1,284,105
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-08-31$1,230,970
Administrative expenses professional fees incurred2017-08-31$332,149
Was this plan covered by a fidelity bond2017-08-31Yes
Value of fidelity bond cover2017-08-31$500,000
If this is an individual account plan, was there a blackout period2017-08-31No
Were there any nonexempt tranactions with any party-in-interest2017-08-31No
Contributions received from participants2017-08-31$40,223,094
Assets. Other investments not covered elsewhere at end of year2017-08-31$21,922,236
Assets. Other investments not covered elsewhere at beginning of year2017-08-31$21,009,474
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-08-31$408,804
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-08-31$28,510,083
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-08-31$15,935,201
Other income not declared elsewhere2017-08-31$12,725,731
Administrative expenses (other) incurred2017-08-31$533,786
Liabilities. Value of operating payables at end of year2017-08-31$630,439
Liabilities. Value of operating payables at beginning of year2017-08-31$154,908
Total non interest bearing cash at end of year2017-08-31$831,768
Total non interest bearing cash at beginning of year2017-08-31$564,261
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Value of net income/loss2017-08-31$16,255,231
Value of net assets at end of year (total assets less liabilities)2017-08-31$106,081,856
Value of net assets at beginning of year (total assets less liabilities)2017-08-31$89,826,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-08-31No
Were any leases to which the plan was party in default or uncollectible2017-08-31No
Investment advisory and management fees2017-08-31$4,754
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-08-31$55,879,808
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-08-31$42,258,699
Interest earned on other investments2017-08-31$824,198
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-08-31$140
Expenses. Payments to insurance carriers foe the provision of benefits2017-08-31$40,223,094
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-08-31$3,809,791
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-08-31No
Was there a failure to transmit to the plan any participant contributions2017-08-31No
Has the plan failed to provide any benefit when due under the plan2017-08-31No
Income. Dividends from common stock2017-08-31$53,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-08-31$310,600
Contract administrator fees2017-08-31$1,293,506
Assets. Corporate common stocks other than exployer securities at end of year2017-08-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-08-31$10,595,298
Liabilities. Value of benefit claims payable at end of year2017-08-31$431,600
Liabilities. Value of benefit claims payable at beginning of year2017-08-31$381,400
Did the plan have assets held for investment2017-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-08-31No
Aggregate proceeds on sale of assets2017-08-31$26,132,778
Aggregate carrying amount (costs) on sale of assets2017-08-31$25,910,589
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-08-31No
Opinion of an independent qualified public accountant for this plan2017-08-31Unqualified
Accountancy firm name2017-08-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2017-08-31133891517
2016 : CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST MEMBER WELFARE BENEFIT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-08-31$1,391,090
Total unrealized appreciation/depreciation of assets2016-08-31$1,391,090
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$536,308
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$765,272
Total income from all sources (including contributions)2016-08-31$48,487,333
Total loss/gain on sale of assets2016-08-31$-634,822
Total of all expenses incurred2016-08-31$41,941,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-08-31$39,862,903
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-08-31$39,113,373
Value of total assets at end of year2016-08-31$90,362,933
Value of total assets at beginning of year2016-08-31$84,046,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-08-31$2,078,993
Total interest from all sources2016-08-31$271,831
Total dividends received (eg from common stock, registered investment company shares)2016-08-31$1,456,406
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-08-31$1,029,876
Administrative expenses professional fees incurred2016-08-31$333,159
Was this plan covered by a fidelity bond2016-08-31Yes
Value of fidelity bond cover2016-08-31$500,000
If this is an individual account plan, was there a blackout period2016-08-31No
Were there any nonexempt tranactions with any party-in-interest2016-08-31No
Contributions received from participants2016-08-31$39,113,373
Assets. Other investments not covered elsewhere at end of year2016-08-31$21,009,474
Assets. Other investments not covered elsewhere at beginning of year2016-08-31$21,083,701
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-08-31$506,265
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-08-31$15,935,201
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-08-31$10,644,356
Other income not declared elsewhere2016-08-31$5,511,904
Administrative expenses (other) incurred2016-08-31$461,688
Liabilities. Value of operating payables at end of year2016-08-31$154,908
Liabilities. Value of operating payables at beginning of year2016-08-31$340,072
Total non interest bearing cash at end of year2016-08-31$564,261
Total non interest bearing cash at beginning of year2016-08-31$614,479
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Value of net income/loss2016-08-31$6,545,437
Value of net assets at end of year (total assets less liabilities)2016-08-31$89,826,625
Value of net assets at beginning of year (total assets less liabilities)2016-08-31$83,281,188
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-08-31No
Were any leases to which the plan was party in default or uncollectible2016-08-31No
Investment advisory and management fees2016-08-31$31,895
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-08-31$42,258,699
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-08-31$41,361,233
Interest earned on other investments2016-08-31$271,831
Expenses. Payments to insurance carriers foe the provision of benefits2016-08-31$39,113,373
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-08-31$1,377,551
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-08-31No
Was there a failure to transmit to the plan any participant contributions2016-08-31No
Has the plan failed to provide any benefit when due under the plan2016-08-31No
Income. Dividends from common stock2016-08-31$426,530
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-08-31$243,265
Contract administrator fees2016-08-31$1,252,251
Assets. Corporate common stocks other than exployer securities at end of year2016-08-31$10,595,298
Assets. Corporate common stocks other than exployer securities at beginning of year2016-08-31$10,342,691
Liabilities. Value of benefit claims payable at end of year2016-08-31$381,400
Liabilities. Value of benefit claims payable at beginning of year2016-08-31$425,200
Did the plan have assets held for investment2016-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-08-31No
Aggregate proceeds on sale of assets2016-08-31$10,985,264
Aggregate carrying amount (costs) on sale of assets2016-08-31$11,620,086
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-08-31No
Opinion of an independent qualified public accountant for this plan2016-08-31Unqualified
Accountancy firm name2016-08-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2016-08-31133891517
2015 : CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST MEMBER WELFARE BENEFIT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-08-31$-315,413
Total unrealized appreciation/depreciation of assets2015-08-31$-315,413
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$765,273
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$675,347
Total income from all sources (including contributions)2015-08-31$35,283,585
Total loss/gain on sale of assets2015-08-31$412,423
Total of all expenses incurred2015-08-31$37,609,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-08-31$35,780,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-08-31$35,070,230
Value of total assets at end of year2015-08-31$84,046,460
Value of total assets at beginning of year2015-08-31$86,282,739
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-08-31$1,829,061
Total interest from all sources2015-08-31$17,358
Total dividends received (eg from common stock, registered investment company shares)2015-08-31$1,735,430
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-08-31$1,444,690
Administrative expenses professional fees incurred2015-08-31$355,017
Was this plan covered by a fidelity bond2015-08-31Yes
Value of fidelity bond cover2015-08-31$500,000
If this is an individual account plan, was there a blackout period2015-08-31No
Were there any nonexempt tranactions with any party-in-interest2015-08-31No
Contributions received from participants2015-08-31$35,070,230
Assets. Other investments not covered elsewhere at end of year2015-08-31$21,083,701
Assets. Other investments not covered elsewhere at beginning of year2015-08-31$21,308,186
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-08-31$439,193
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-08-31$10,644,356
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-08-31$8,087,059
Other income not declared elsewhere2015-08-31$3,002,025
Administrative expenses (other) incurred2015-08-31$368,271
Liabilities. Value of operating payables at end of year2015-08-31$340,073
Liabilities. Value of operating payables at beginning of year2015-08-31$331,447
Total non interest bearing cash at end of year2015-08-31$614,479
Total non interest bearing cash at beginning of year2015-08-31$140,312
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Value of net income/loss2015-08-31$-2,326,205
Value of net assets at end of year (total assets less liabilities)2015-08-31$83,281,187
Value of net assets at beginning of year (total assets less liabilities)2015-08-31$85,607,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-08-31No
Were any leases to which the plan was party in default or uncollectible2015-08-31No
Investment advisory and management fees2015-08-31$34,472
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-08-31$41,361,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-08-31$44,087,021
Interest earned on other investments2015-08-31$17,358
Expenses. Payments to insurance carriers foe the provision of benefits2015-08-31$35,070,230
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-08-31$-4,638,468
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-08-31No
Was there a failure to transmit to the plan any participant contributions2015-08-31No
Has the plan failed to provide any benefit when due under the plan2015-08-31No
Income. Dividends from common stock2015-08-31$290,740
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-08-31$271,306
Contract administrator fees2015-08-31$1,071,301
Assets. Corporate common stocks other than exployer securities at end of year2015-08-31$10,342,691
Assets. Corporate common stocks other than exployer securities at beginning of year2015-08-31$12,660,161
Liabilities. Value of benefit claims payable at end of year2015-08-31$425,200
Liabilities. Value of benefit claims payable at beginning of year2015-08-31$343,900
Did the plan have assets held for investment2015-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-08-31No
Aggregate proceeds on sale of assets2015-08-31$79,478,918
Aggregate carrying amount (costs) on sale of assets2015-08-31$79,066,495
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-08-31No
Opinion of an independent qualified public accountant for this plan2015-08-31Unqualified
Accountancy firm name2015-08-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2015-08-31133891517
2014 : CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST MEMBER WELFARE BENEFIT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-08-31$2,472,087
Total unrealized appreciation/depreciation of assets2014-08-31$2,472,087
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$675,347
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$732,890
Total income from all sources (including contributions)2014-08-31$43,630,552
Total loss/gain on sale of assets2014-08-31$1,839,725
Total of all expenses incurred2014-08-31$36,566,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-08-31$34,778,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-08-31$34,163,083
Value of total assets at end of year2014-08-31$86,282,739
Value of total assets at beginning of year2014-08-31$79,276,472
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-08-31$1,788,224
Total interest from all sources2014-08-31$90,739
Total dividends received (eg from common stock, registered investment company shares)2014-08-31$1,330,326
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-08-31$1,026,105
Administrative expenses professional fees incurred2014-08-31$372,460
Was this plan covered by a fidelity bond2014-08-31Yes
Value of fidelity bond cover2014-08-31$500,000
If this is an individual account plan, was there a blackout period2014-08-31No
Were there any nonexempt tranactions with any party-in-interest2014-08-31No
Contributions received from participants2014-08-31$34,163,083
Assets. Other investments not covered elsewhere at end of year2014-08-31$21,308,186
Assets. Other investments not covered elsewhere at beginning of year2014-08-31$19,491,129
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-08-31$355,335
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-08-31$8,087,059
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-08-31$7,898,348
Other income not declared elsewhere2014-08-31$944,520
Administrative expenses (other) incurred2014-08-31$324,754
Liabilities. Value of operating payables at end of year2014-08-31$331,447
Liabilities. Value of operating payables at beginning of year2014-08-31$374,090
Total non interest bearing cash at end of year2014-08-31$140,312
Total non interest bearing cash at beginning of year2014-08-31$784,275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Value of net income/loss2014-08-31$7,063,810
Value of net assets at end of year (total assets less liabilities)2014-08-31$85,607,392
Value of net assets at beginning of year (total assets less liabilities)2014-08-31$78,543,582
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-08-31No
Were any leases to which the plan was party in default or uncollectible2014-08-31No
Investment advisory and management fees2014-08-31$21,539
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-08-31$44,087,021
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-08-31$38,905,266
Interest earned on other investments2014-08-31$90,728
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-08-31$11
Expenses. Payments to insurance carriers foe the provision of benefits2014-08-31$34,163,083
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-08-31$2,790,072
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-08-31No
Was there a failure to transmit to the plan any participant contributions2014-08-31No
Has the plan failed to provide any benefit when due under the plan2014-08-31No
Income. Dividends from common stock2014-08-31$304,221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-08-31$260,100
Contract administrator fees2014-08-31$1,069,471
Assets. Corporate common stocks other than exployer securities at end of year2014-08-31$12,660,161
Assets. Corporate common stocks other than exployer securities at beginning of year2014-08-31$12,197,454
Liabilities. Value of benefit claims payable at end of year2014-08-31$343,900
Liabilities. Value of benefit claims payable at beginning of year2014-08-31$358,800
Did the plan have assets held for investment2014-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-08-31No
Aggregate proceeds on sale of assets2014-08-31$42,880,828
Aggregate carrying amount (costs) on sale of assets2014-08-31$41,041,103
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-08-31No
Opinion of an independent qualified public accountant for this plan2014-08-31Unqualified
Accountancy firm name2014-08-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2014-08-31133891517
2013 : CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST MEMBER WELFARE BENEFIT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-08-31$1,908,591
Total unrealized appreciation/depreciation of assets2013-08-31$1,908,591
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$732,890
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$831,237
Total income from all sources (including contributions)2013-08-31$38,847,948
Total loss/gain on sale of assets2013-08-31$1,601,869
Total of all expenses incurred2013-08-31$34,864,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-08-31$33,415,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-08-31$32,730,016
Value of total assets at end of year2013-08-31$79,276,472
Value of total assets at beginning of year2013-08-31$75,391,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-08-31$1,449,316
Total interest from all sources2013-08-31$57
Total dividends received (eg from common stock, registered investment company shares)2013-08-31$1,632,609
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-08-31$1,286,109
Administrative expenses professional fees incurred2013-08-31$242,801
Was this plan covered by a fidelity bond2013-08-31Yes
Value of fidelity bond cover2013-08-31$4,000,000
If this is an individual account plan, was there a blackout period2013-08-31No
Were there any nonexempt tranactions with any party-in-interest2013-08-31No
Contributions received from participants2013-08-31$32,730,016
Assets. Other investments not covered elsewhere at end of year2013-08-31$19,491,129
Assets. Other investments not covered elsewhere at beginning of year2013-08-31$18,254,337
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-08-31$420,954
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-08-31$7,898,348
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-08-31$6,810,658
Other income not declared elsewhere2013-08-31$1,310,952
Administrative expenses (other) incurred2013-08-31$216,813
Liabilities. Value of operating payables at end of year2013-08-31$374,090
Liabilities. Value of operating payables at beginning of year2013-08-31$590,937
Total non interest bearing cash at end of year2013-08-31$784,275
Total non interest bearing cash at beginning of year2013-08-31$1,116,267
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Value of net income/loss2013-08-31$3,982,962
Value of net assets at end of year (total assets less liabilities)2013-08-31$78,543,582
Value of net assets at beginning of year (total assets less liabilities)2013-08-31$74,560,620
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-08-31No
Were any leases to which the plan was party in default or uncollectible2013-08-31No
Investment advisory and management fees2013-08-31$36,282
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-08-31$38,905,266
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-08-31$38,159,924
Income. Interest from US Government securities2013-08-31$57
Expenses. Payments to insurance carriers foe the provision of benefits2013-08-31$32,730,016
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-08-31$-336,146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-08-31No
Was there a failure to transmit to the plan any participant contributions2013-08-31No
Has the plan failed to provide any benefit when due under the plan2013-08-31No
Income. Dividends from common stock2013-08-31$346,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-08-31$264,700
Contract administrator fees2013-08-31$953,420
Assets. Corporate common stocks other than exployer securities at end of year2013-08-31$12,197,454
Assets. Corporate common stocks other than exployer securities at beginning of year2013-08-31$11,050,671
Liabilities. Value of benefit claims payable at end of year2013-08-31$358,800
Liabilities. Value of benefit claims payable at beginning of year2013-08-31$240,300
Did the plan have assets held for investment2013-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-08-31No
Aggregate proceeds on sale of assets2013-08-31$25,791,314
Aggregate carrying amount (costs) on sale of assets2013-08-31$24,189,445
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-08-31No
Opinion of an independent qualified public accountant for this plan2013-08-31Unqualified
Accountancy firm name2013-08-31DELOITTE & TOUCHCE LLP
Accountancy firm EIN2013-08-31133891517
2012 : CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST MEMBER WELFARE BENEFIT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-08-31$2,170,554
Total unrealized appreciation/depreciation of assets2012-08-31$2,170,554
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$831,237
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$584,654
Total income from all sources (including contributions)2012-08-31$36,565,438
Total loss/gain on sale of assets2012-08-31$-517,646
Total of all expenses incurred2012-08-31$35,708,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-08-31$33,924,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-08-31$33,311,026
Value of total assets at end of year2012-08-31$75,391,857
Value of total assets at beginning of year2012-08-31$74,288,133
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-08-31$1,783,886
Total interest from all sources2012-08-31$209
Total dividends received (eg from common stock, registered investment company shares)2012-08-31$1,487,533
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-08-31$1,250,871
Administrative expenses professional fees incurred2012-08-31$241,185
Was this plan covered by a fidelity bond2012-08-31Yes
Value of fidelity bond cover2012-08-31$4,000,000
If this is an individual account plan, was there a blackout period2012-08-31No
Were there any nonexempt tranactions with any party-in-interest2012-08-31No
Contributions received from participants2012-08-31$33,311,026
Assets. Other investments not covered elsewhere at end of year2012-08-31$18,254,337
Assets. Other investments not covered elsewhere at beginning of year2012-08-31$21,152,270
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-08-31$379,284
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-08-31$6,810,658
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-08-31$7,969,379
Other income not declared elsewhere2012-08-31$-449,643
Administrative expenses (other) incurred2012-08-31$502,158
Liabilities. Value of operating payables at end of year2012-08-31$590,937
Liabilities. Value of operating payables at beginning of year2012-08-31$288,055
Total non interest bearing cash at end of year2012-08-31$1,116,267
Total non interest bearing cash at beginning of year2012-08-31$1,883,729
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Value of net income/loss2012-08-31$857,141
Value of net assets at end of year (total assets less liabilities)2012-08-31$74,560,620
Value of net assets at beginning of year (total assets less liabilities)2012-08-31$73,703,479
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-08-31No
Were any leases to which the plan was party in default or uncollectible2012-08-31No
Investment advisory and management fees2012-08-31$31,697
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-08-31$38,159,924
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-08-31$33,919,916
Income. Interest from US Government securities2012-08-31$209
Expenses. Payments to insurance carriers foe the provision of benefits2012-08-31$33,311,026
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-08-31$563,405
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-08-31No
Was there a failure to transmit to the plan any participant contributions2012-08-31No
Has the plan failed to provide any benefit when due under the plan2012-08-31No
Income. Dividends from common stock2012-08-31$236,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-08-31$234,101
Contract administrator fees2012-08-31$1,008,846
Assets. Corporate common stocks other than exployer securities at end of year2012-08-31$11,050,671
Assets. Corporate common stocks other than exployer securities at beginning of year2012-08-31$9,362,839
Liabilities. Value of benefit claims payable at end of year2012-08-31$240,300
Liabilities. Value of benefit claims payable at beginning of year2012-08-31$296,599
Did the plan have assets held for investment2012-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-08-31No
Aggregate proceeds on sale of assets2012-08-31$11,096,977
Aggregate carrying amount (costs) on sale of assets2012-08-31$11,614,623
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-08-31No
Opinion of an independent qualified public accountant for this plan2012-08-31Unqualified
Accountancy firm name2012-08-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2012-08-31133891517
2011 : CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST MEMBER WELFARE BENEFIT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-08-31$909,728
Total unrealized appreciation/depreciation of assets2011-08-31$909,728
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$584,654
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$646,751
Total income from all sources (including contributions)2011-08-31$42,240,468
Total loss/gain on sale of assets2011-08-31$1,896,172
Total of all expenses incurred2011-08-31$35,904,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-08-31$34,402,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-08-31$33,542,280
Value of total assets at end of year2011-08-31$74,288,133
Value of total assets at beginning of year2011-08-31$68,014,263
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-08-31$1,502,406
Total interest from all sources2011-08-31$282
Total dividends received (eg from common stock, registered investment company shares)2011-08-31$1,475,855
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-08-31$1,248,618
Administrative expenses professional fees incurred2011-08-31$248,530
Was this plan covered by a fidelity bond2011-08-31Yes
Value of fidelity bond cover2011-08-31$4,000,000
If this is an individual account plan, was there a blackout period2011-08-31No
Were there any nonexempt tranactions with any party-in-interest2011-08-31No
Contributions received from participants2011-08-31$33,542,280
Assets. Other investments not covered elsewhere at end of year2011-08-31$21,152,270
Assets. Other investments not covered elsewhere at beginning of year2011-08-31$18,077,842
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-08-31$420,356
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-08-31$7,969,379
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-08-31$6,488,453
Other income not declared elsewhere2011-08-31$3,237,450
Administrative expenses (other) incurred2011-08-31$319,546
Liabilities. Value of operating payables at end of year2011-08-31$288,055
Liabilities. Value of operating payables at beginning of year2011-08-31$367,151
Total non interest bearing cash at end of year2011-08-31$1,883,729
Total non interest bearing cash at beginning of year2011-08-31$177,533
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Value of net income/loss2011-08-31$6,335,967
Value of net assets at end of year (total assets less liabilities)2011-08-31$73,703,479
Value of net assets at beginning of year (total assets less liabilities)2011-08-31$67,367,512
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-08-31No
Were any leases to which the plan was party in default or uncollectible2011-08-31No
Investment advisory and management fees2011-08-31$30,192
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-08-31$33,919,916
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-08-31$34,814,059
Income. Interest from US Government securities2011-08-31$282
Expenses. Payments to insurance carriers foe the provision of benefits2011-08-31$33,542,280
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-08-31$1,178,701
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-08-31No
Was there a failure to transmit to the plan any participant contributions2011-08-31No
Has the plan failed to provide any benefit when due under the plan2011-08-31No
Income. Dividends from common stock2011-08-31$227,237
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-08-31$439,459
Contract administrator fees2011-08-31$904,138
Assets. Corporate common stocks other than exployer securities at end of year2011-08-31$9,362,839
Assets. Corporate common stocks other than exployer securities at beginning of year2011-08-31$8,456,376
Liabilities. Value of benefit claims payable at end of year2011-08-31$296,599
Liabilities. Value of benefit claims payable at beginning of year2011-08-31$279,600
Did the plan have assets held for investment2011-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-08-31No
Aggregate proceeds on sale of assets2011-08-31$28,816,926
Aggregate carrying amount (costs) on sale of assets2011-08-31$26,920,754
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-08-31No
Opinion of an independent qualified public accountant for this plan2011-08-31Unqualified
Accountancy firm name2011-08-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2011-08-31133891517

Form 5500 Responses for CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST MEMBER WELFARE BENEFIT PLAN

2021: CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST MEMBER WELFARE BENEFIT PLAN 2021 form 5500 responses
2021-09-01Type of plan entitySingle employer plan
2021-09-01Submission has been amendedNo
2021-09-01This submission is the final filingNo
2021-09-01This return/report is a short plan year return/report (less than 12 months)No
2021-09-01Plan is a collectively bargained planNo
2021-09-01Plan funding arrangement – InsuranceYes
2021-09-01Plan funding arrangement – TrustYes
2021-09-01Plan benefit arrangement – InsuranceYes
2021-09-01Plan benefit arrangement - TrustYes
2020: CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST MEMBER WELFARE BENEFIT PLAN 2020 form 5500 responses
2020-09-01Type of plan entitySingle employer plan
2020-09-01Submission has been amendedNo
2020-09-01This submission is the final filingNo
2020-09-01This return/report is a short plan year return/report (less than 12 months)No
2020-09-01Plan is a collectively bargained planNo
2020-09-01Plan funding arrangement – InsuranceYes
2020-09-01Plan funding arrangement – TrustYes
2020-09-01Plan benefit arrangement – InsuranceYes
2020-09-01Plan benefit arrangement - TrustYes
2019: CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST MEMBER WELFARE BENEFIT PLAN 2019 form 5500 responses
2019-09-01Type of plan entitySingle employer plan
2019-09-01Submission has been amendedNo
2019-09-01This submission is the final filingNo
2019-09-01This return/report is a short plan year return/report (less than 12 months)No
2019-09-01Plan is a collectively bargained planNo
2019-09-01Plan funding arrangement – InsuranceYes
2019-09-01Plan funding arrangement – TrustYes
2019-09-01Plan benefit arrangement – InsuranceYes
2019-09-01Plan benefit arrangement - TrustYes
2018: CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST MEMBER WELFARE BENEFIT PLAN 2018 form 5500 responses
2018-09-01Type of plan entitySingle employer plan
2018-09-01Submission has been amendedNo
2018-09-01This submission is the final filingNo
2018-09-01This return/report is a short plan year return/report (less than 12 months)No
2018-09-01Plan is a collectively bargained planNo
2018-09-01Plan funding arrangement – InsuranceYes
2018-09-01Plan funding arrangement – TrustYes
2018-09-01Plan benefit arrangement – InsuranceYes
2018-09-01Plan benefit arrangement - TrustYes
2017: CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST MEMBER WELFARE BENEFIT PLAN 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01Submission has been amendedNo
2017-09-01This submission is the final filingNo
2017-09-01This return/report is a short plan year return/report (less than 12 months)No
2017-09-01Plan is a collectively bargained planNo
2017-09-01Plan funding arrangement – InsuranceYes
2017-09-01Plan funding arrangement – TrustYes
2017-09-01Plan benefit arrangement – InsuranceYes
2017-09-01Plan benefit arrangement - TrustYes
2016: CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST MEMBER WELFARE BENEFIT PLAN 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Submission has been amendedNo
2016-09-01This submission is the final filingNo
2016-09-01This return/report is a short plan year return/report (less than 12 months)No
2016-09-01Plan is a collectively bargained planNo
2016-09-01Plan funding arrangement – InsuranceYes
2016-09-01Plan funding arrangement – TrustYes
2016-09-01Plan benefit arrangement – InsuranceYes
2016-09-01Plan benefit arrangement - TrustYes
2015: CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST MEMBER WELFARE BENEFIT PLAN 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Submission has been amendedNo
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)No
2015-09-01Plan is a collectively bargained planNo
2015-09-01Plan funding arrangement – InsuranceYes
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement – InsuranceYes
2015-09-01Plan benefit arrangement - TrustYes
2014: CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST MEMBER WELFARE BENEFIT PLAN 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Submission has been amendedNo
2014-09-01This submission is the final filingNo
2014-09-01This return/report is a short plan year return/report (less than 12 months)No
2014-09-01Plan is a collectively bargained planNo
2014-09-01Plan funding arrangement – InsuranceYes
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement – InsuranceYes
2014-09-01Plan benefit arrangement - TrustYes
2013: CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST MEMBER WELFARE BENEFIT PLAN 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Submission has been amendedNo
2013-09-01This submission is the final filingNo
2013-09-01This return/report is a short plan year return/report (less than 12 months)No
2013-09-01Plan is a collectively bargained planNo
2013-09-01Plan funding arrangement – InsuranceYes
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement – InsuranceYes
2013-09-01Plan benefit arrangement - TrustYes
2012: CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST MEMBER WELFARE BENEFIT PLAN 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Submission has been amendedNo
2012-09-01This submission is the final filingNo
2012-09-01This return/report is a short plan year return/report (less than 12 months)No
2012-09-01Plan is a collectively bargained planNo
2012-09-01Plan funding arrangement – InsuranceYes
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement – InsuranceYes
2012-09-01Plan benefit arrangement - TrustYes
2011: CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST MEMBER WELFARE BENEFIT PLAN 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Submission has been amendedNo
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)No
2011-09-01Plan is a collectively bargained planNo
2011-09-01Plan funding arrangement – InsuranceYes
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement – InsuranceYes
2011-09-01Plan benefit arrangement - TrustYes
2010: CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST MEMBER WELFARE BENEFIT PLAN 2010 form 5500 responses
2010-09-01Type of plan entitySingle employer plan
2010-09-01Submission has been amendedNo
2010-09-01This submission is the final filingNo
2010-09-01This return/report is a short plan year return/report (less than 12 months)No
2010-09-01Plan is a collectively bargained planNo
2010-09-01Plan funding arrangement – InsuranceYes
2010-09-01Plan funding arrangement – TrustYes
2010-09-01Plan benefit arrangement – InsuranceYes
2010-09-01Plan benefit arrangement - TrustYes
2009: CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST MEMBER WELFARE BENEFIT PLAN 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – InsuranceYes
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement – InsuranceYes
2009-09-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number501000
Policy instance 2
Insurance contract or identification number501000
Number of Individuals Covered87622
Insurance policy start date2021-09-01
Insurance policy end date2022-08-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?Yes
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number501000
Policy instance 1
Insurance contract or identification number501000
Number of Individuals Covered34729
Insurance policy start date2021-09-01
Insurance policy end date2022-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?Yes
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number501000
Policy instance 2
Insurance contract or identification number501000
Number of Individuals Covered73280
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?Yes
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number501000
Policy instance 1
Insurance contract or identification number501000
Number of Individuals Covered34041
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?Yes
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number501000
Policy instance 1
Insurance contract or identification number501000
Number of Individuals Covered33975
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?Yes
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number501000
Policy instance 2
Insurance contract or identification number501000
Number of Individuals Covered75385
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?Yes
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number501000
Policy instance 2
Insurance contract or identification number501000
Number of Individuals Covered73154
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?Yes
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number501000
Policy instance 1
Insurance contract or identification number501000
Number of Individuals Covered32026
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?Yes
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number501000
Policy instance 2
Insurance contract or identification number501000
Number of Individuals Covered71704
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?Yes
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number501000
Policy instance 1
Insurance contract or identification number501000
Number of Individuals Covered30242
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?Yes
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number501000
Policy instance 1
Insurance contract or identification number501000
Number of Individuals Covered72546
Insurance policy start date2014-09-01
Insurance policy end date2015-08-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number501000
Policy instance 2
Insurance contract or identification number501000
Number of Individuals Covered27331
Insurance policy start date2014-09-01
Insurance policy end date2015-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?Yes
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number501000
Policy instance 1
Insurance contract or identification number501000
Number of Individuals Covered26312
Insurance policy start date2013-09-01
Insurance policy end date2014-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?Yes
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number501000
Policy instance 2
Insurance contract or identification number501000
Number of Individuals Covered73182
Insurance policy start date2013-09-01
Insurance policy end date2014-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number501000
Policy instance 2
Insurance contract or identification number501000
Number of Individuals Covered74478
Insurance policy start date2012-09-01
Insurance policy end date2013-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number501000
Policy instance 1
Insurance contract or identification number501000
Number of Individuals Covered25998
Insurance policy start date2012-09-01
Insurance policy end date2013-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?Yes
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number501000
Policy instance 1
Insurance contract or identification number501000
Number of Individuals Covered77441
Insurance policy start date2011-09-01
Insurance policy end date2012-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?Yes
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number501000
Policy instance 2
Insurance contract or identification number501000
Number of Individuals Covered25628
Insurance policy start date2011-09-01
Insurance policy end date2012-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?Yes
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number501000
Policy instance 1
Insurance contract or identification number501000
Number of Individuals Covered79800
Insurance policy start date2010-09-01
Insurance policy end date2011-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number501000
Policy instance 2
Insurance contract or identification number501000
Number of Individuals Covered24782
Insurance policy start date2010-09-01
Insurance policy end date2011-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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