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Plan Name | CALIFORNIA WORKERS' COMPENSATION INSTITUTE RETIREMENT TRUST |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | CALIFORNIA WORKERS' COMPENSATION INSTITUTE |
Employer identification number (EIN): | 941591595 |
NAIC Classification: | 524290 |
Additional information about CALIFORNIA WORKERS' COMPENSATION INSTITUTE
Jurisdiction of Incorporation: | California Department of State |
Incorporation Date: | 1964-03-31 |
Company Identification Number: | C0467925 |
Legal Registered Office Address: |
1333 Broadway, Suite 510 Oakland United States of America (USA) 94612 |
More information about CALIFORNIA WORKERS' COMPENSATION INSTITUTE
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2019-01-01 | ||||
002 | 2018-01-01 | ||||
002 | 2017-01-01 | RENA DAVID | |||
002 | 2016-01-01 | RENA DAVID | |||
002 | 2015-01-01 | RENA DAVID | |||
002 | 2014-01-01 | RENA DAVID | |||
002 | 2013-01-01 | RENA DAVID | |||
002 | 2012-01-01 | RICHARD ANDERSON | |||
002 | 2011-01-01 | RICHARD ANDERSON | |||
002 | 2010-01-01 | RICHARD ANDERSON | |||
002 | 2009-01-01 | RICHARD ANDERSON |
Measure | Date | Value |
---|---|---|
2019: CALIFORNIA WORKERS' COMPENSATION INSTITUTE RETIREMENT TRUST 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 0 |
Number of participants with account balances | 2019-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: CALIFORNIA WORKERS' COMPENSATION INSTITUTE RETIREMENT TRUST 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 16 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 16 |
Number of participants with account balances | 2018-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: CALIFORNIA WORKERS' COMPENSATION INSTITUTE RETIREMENT TRUST 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
Total of all active and inactive participants | 2017-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 16 |
Number of participants with account balances | 2017-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: CALIFORNIA WORKERS' COMPENSATION INSTITUTE RETIREMENT TRUST 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 2 |
Total of all active and inactive participants | 2016-01-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 15 |
Number of participants with account balances | 2016-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: CALIFORNIA WORKERS' COMPENSATION INSTITUTE RETIREMENT TRUST 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 15 |
Number of participants with account balances | 2015-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: CALIFORNIA WORKERS' COMPENSATION INSTITUTE RETIREMENT TRUST 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 13 |
Number of participants with account balances | 2014-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: CALIFORNIA WORKERS' COMPENSATION INSTITUTE RETIREMENT TRUST 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 2 |
Total of all active and inactive participants | 2013-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 14 |
Number of participants with account balances | 2013-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: CALIFORNIA WORKERS' COMPENSATION INSTITUTE RETIREMENT TRUST 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 14 |
Number of participants with account balances | 2012-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: CALIFORNIA WORKERS' COMPENSATION INSTITUTE RETIREMENT TRUST 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 15 |
Number of participants with account balances | 2011-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: CALIFORNIA WORKERS' COMPENSATION INSTITUTE RETIREMENT TRUST 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 15 |
Number of participants with account balances | 2010-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: CALIFORNIA WORKERS' COMPENSATION INSTITUTE RETIREMENT TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 15 |
Number of participants with account balances | 2009-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2019 : CALIFORNIA WORKERS' COMPENSATION INSTITUTE RETIREMENT TRUST 2019 401k financial data | ||
Transfers to/from the plan | 2019-01-10 | $-3,414,004 |
Total plan liabilities at end of year | 2019-01-10 | $0 |
Total plan liabilities at beginning of year | 2019-01-10 | $0 |
Total income from all sources | 2019-01-10 | $0 |
Expenses. Total of all expenses incurred | 2019-01-10 | $0 |
Benefits paid (including direct rollovers) | 2019-01-10 | $0 |
Total plan assets at end of year | 2019-01-10 | $0 |
Total plan assets at beginning of year | 2019-01-10 | $3,414,004 |
Value of fidelity bond covering the plan | 2019-01-10 | $500,000 |
Total contributions received or receivable from participants | 2019-01-10 | $0 |
Expenses. Other expenses not covered elsewhere | 2019-01-10 | $0 |
Contributions received from other sources (not participants or employers) | 2019-01-10 | $0 |
Other income received | 2019-01-10 | $0 |
Noncash contributions received | 2019-01-10 | $0 |
Net income (gross income less expenses) | 2019-01-10 | $0 |
Net plan assets at end of year (total assets less liabilities) | 2019-01-10 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-01-10 | $3,414,004 |
Total contributions received or receivable from employer(s) | 2019-01-10 | $0 |
Value of certain deemed distributions of participant loans | 2019-01-10 | $0 |
Value of corrective distributions | 2019-01-10 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-01-10 | $0 |
2018 : CALIFORNIA WORKERS' COMPENSATION INSTITUTE RETIREMENT TRUST 2018 401k financial data | ||
Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $307,007 |
Expenses. Total of all expenses incurred | 2018-12-31 | $12,470 |
Benefits paid (including direct rollovers) | 2018-12-31 | $12,372 |
Total plan assets at end of year | 2018-12-31 | $3,414,004 |
Total plan assets at beginning of year | 2018-12-31 | $3,119,467 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-24,493 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $294,537 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $3,414,004 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,119,467 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $331,500 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $98 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2018-12-31 | $0 |
Minimum employer required contribution for this plan year | 2018-12-31 | $331,500 |
Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $331,500 |
2017 : CALIFORNIA WORKERS' COMPENSATION INSTITUTE RETIREMENT TRUST 2017 401k financial data | ||
Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $468,364 |
Expenses. Total of all expenses incurred | 2017-12-31 | $553,077 |
Benefits paid (including direct rollovers) | 2017-12-31 | $552,373 |
Total plan assets at end of year | 2017-12-31 | $3,119,467 |
Total plan assets at beginning of year | 2017-12-31 | $3,204,180 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Total contributions received or receivable from participants | 2017-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $163,984 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $-84,713 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $3,119,467 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,204,180 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $304,380 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $704 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2017-12-31 | $0 |
Minimum employer required contribution for this plan year | 2017-12-31 | $304,380 |
Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $304,380 |
2016 : CALIFORNIA WORKERS' COMPENSATION INSTITUTE RETIREMENT TRUST 2016 401k financial data | ||
Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $344,696 |
Expenses. Total of all expenses incurred | 2016-12-31 | $817,005 |
Benefits paid (including direct rollovers) | 2016-12-31 | $816,207 |
Total plan assets at end of year | 2016-12-31 | $3,204,180 |
Total plan assets at beginning of year | 2016-12-31 | $3,676,489 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $73,294 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $-472,309 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $3,204,180 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,676,489 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $271,402 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $798 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2016-12-31 | $0 |
Minimum employer required contribution for this plan year | 2016-12-31 | $271,402 |
Amount contributed by the employer to the plan for this plan year | 2016-12-31 | $271,402 |
2015 : CALIFORNIA WORKERS' COMPENSATION INSTITUTE RETIREMENT TRUST 2015 401k financial data | ||
Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $265,068 |
Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
Total plan assets at end of year | 2015-12-31 | $3,676,489 |
Total plan assets at beginning of year | 2015-12-31 | $3,411,421 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-23,615 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $265,068 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $3,676,489 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,411,421 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $288,683 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
2014 : CALIFORNIA WORKERS' COMPENSATION INSTITUTE RETIREMENT TRUST 2014 401k financial data | ||
Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $354,430 |
Expenses. Total of all expenses incurred | 2014-12-31 | $663,196 |
Benefits paid (including direct rollovers) | 2014-12-31 | $663,196 |
Total plan assets at end of year | 2014-12-31 | $3,411,421 |
Total plan assets at beginning of year | 2014-12-31 | $3,720,187 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $121,695 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $-308,766 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,411,421 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,720,187 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $232,735 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $232,735 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $232,735 |
2013 : CALIFORNIA WORKERS' COMPENSATION INSTITUTE RETIREMENT TRUST 2013 401k financial data | ||
Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $496,260 |
Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
Total plan assets at end of year | 2013-12-31 | $3,720,187 |
Total plan assets at beginning of year | 2013-12-31 | $3,223,927 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $245,960 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $496,260 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,720,187 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,223,927 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $250,300 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $0 |
2012 : CALIFORNIA WORKERS' COMPENSATION INSTITUTE RETIREMENT TRUST 2012 401k financial data | ||
Transfers to/from the plan | 2012-12-31 | $0 |
Total plan liabilities at end of year | 2012-12-31 | $0 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $397,529 |
Expenses. Total of all expenses incurred | 2012-12-31 | $55,541 |
Benefits paid (including direct rollovers) | 2012-12-31 | $55,541 |
Total plan assets at end of year | 2012-12-31 | $3,223,927 |
Total plan assets at beginning of year | 2012-12-31 | $2,881,939 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $117,522 |
Noncash contributions received | 2012-12-31 | $0 |
Net income (gross income less expenses) | 2012-12-31 | $341,988 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,223,927 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,881,939 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $280,007 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $280,007 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $280,007 |
2011 : CALIFORNIA WORKERS' COMPENSATION INSTITUTE RETIREMENT TRUST 2011 401k financial data | ||
Transfers to/from the plan | 2011-12-31 | $0 |
Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $266,386 |
Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
Total plan assets at end of year | 2011-12-31 | $2,881,939 |
Total plan assets at beginning of year | 2011-12-31 | $2,615,553 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $-9,560 |
Noncash contributions received | 2011-12-31 | $0 |
Net income (gross income less expenses) | 2011-12-31 | $266,386 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,881,939 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,615,553 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $275,946 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
2010 : CALIFORNIA WORKERS' COMPENSATION INSTITUTE RETIREMENT TRUST 2010 401k financial data | ||
Transfers to/from the plan | 2010-12-31 | $0 |
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $371,863 |
Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
Total plan assets at end of year | 2010-12-31 | $2,615,553 |
Total plan assets at beginning of year | 2010-12-31 | $2,243,690 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $96,326 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $371,863 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,615,553 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,243,690 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $275,537 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
2009 : CALIFORNIA WORKERS' COMPENSATION INSTITUTE RETIREMENT TRUST 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $272,171 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $272,171 |
2019: CALIFORNIA WORKERS' COMPENSATION INSTITUTE RETIREMENT TRUST 2019 form 5500 responses | ||
---|---|---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | Yes |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: CALIFORNIA WORKERS' COMPENSATION INSTITUTE RETIREMENT TRUST 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: CALIFORNIA WORKERS' COMPENSATION INSTITUTE RETIREMENT TRUST 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: CALIFORNIA WORKERS' COMPENSATION INSTITUTE RETIREMENT TRUST 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: CALIFORNIA WORKERS' COMPENSATION INSTITUTE RETIREMENT TRUST 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: CALIFORNIA WORKERS' COMPENSATION INSTITUTE RETIREMENT TRUST 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: CALIFORNIA WORKERS' COMPENSATION INSTITUTE RETIREMENT TRUST 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: CALIFORNIA WORKERS' COMPENSATION INSTITUTE RETIREMENT TRUST 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: CALIFORNIA WORKERS' COMPENSATION INSTITUTE RETIREMENT TRUST 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | Yes |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: CALIFORNIA WORKERS' COMPENSATION INSTITUTE RETIREMENT TRUST 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: CALIFORNIA WORKERS' COMPENSATION INSTITUTE RETIREMENT TRUST 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |