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MCKESSON CORPORATION HEALTH PLAN 401k Plan overview

Plan NameMCKESSON CORPORATION HEALTH PLAN
Plan identification number 501

MCKESSON CORPORATION HEALTH PLAN Benefits

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

401k Sponsoring company profile

MCKESSON CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:MCKESSON CORPORATION
Employer identification number (EIN):943207296
NAIC Classification:424210
NAIC Description:Drugs and Druggists' Sundries Merchant Wholesalers

Additional information about MCKESSON CORPORATION

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C1911426

More information about MCKESSON CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCKESSON CORPORATION HEALTH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012017-04-01
5012017-04-01GERRI BURRUEL2019-09-09
5012016-04-01
5012015-04-01
5012014-04-01GERRI BURRUEL
5012013-04-01GERRI BURRUEL GERRI BURRUEL2014-10-31
5012012-04-01GERRI BURRUEL
5012011-04-01GERRI BURRUEL GERRI BURRUEL2012-10-29
5012010-04-01GERRI BURRUEL
5012009-04-01 GERRI BURRUEL2010-10-28
5012009-04-01GERRI BURRUEL GERRI BURRUEL2010-10-28

Plan Statistics for MCKESSON CORPORATION HEALTH PLAN

401k plan membership statisitcs for MCKESSON CORPORATION HEALTH PLAN

Measure Date Value
2017: MCKESSON CORPORATION HEALTH PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-0121,674
Total number of active participants reported on line 7a of the Form 55002017-04-0119,991
Number of retired or separated participants receiving benefits2017-04-01383
Number of other retired or separated participants entitled to future benefits2017-04-0128
Total of all active and inactive participants2017-04-0120,402
2016: MCKESSON CORPORATION HEALTH PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-0125,461
Total number of active participants reported on line 7a of the Form 55002016-04-0117,363
Number of retired or separated participants receiving benefits2016-04-01401
Number of other retired or separated participants entitled to future benefits2016-04-0147
Total of all active and inactive participants2016-04-0117,811
2015: MCKESSON CORPORATION HEALTH PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-0127,388
Total number of active participants reported on line 7a of the Form 55002015-04-0125,623
Number of retired or separated participants receiving benefits2015-04-011,799
Number of other retired or separated participants entitled to future benefits2015-04-01868
Total of all active and inactive participants2015-04-0128,290
2014: MCKESSON CORPORATION HEALTH PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-0127,562
Total number of active participants reported on line 7a of the Form 55002014-04-0127,135
Number of retired or separated participants receiving benefits2014-04-012,106
Number of other retired or separated participants entitled to future benefits2014-04-016,093
Total of all active and inactive participants2014-04-0135,334
2013: MCKESSON CORPORATION HEALTH PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-0128,433
Total number of active participants reported on line 7a of the Form 55002013-04-0128,044
Number of retired or separated participants receiving benefits2013-04-013,031
Number of other retired or separated participants entitled to future benefits2013-04-011,194
Total of all active and inactive participants2013-04-0132,269
2012: MCKESSON CORPORATION HEALTH PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-0130,014
Total number of active participants reported on line 7a of the Form 55002012-04-0127,683
Number of retired or separated participants receiving benefits2012-04-012,331
Number of other retired or separated participants entitled to future benefits2012-04-01855
Total of all active and inactive participants2012-04-0130,869
2011: MCKESSON CORPORATION HEALTH PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-0125,573
Total number of active participants reported on line 7a of the Form 55002011-04-0122,885
Number of retired or separated participants receiving benefits2011-04-012,688
Number of other retired or separated participants entitled to future benefits2011-04-01844
Total of all active and inactive participants2011-04-0126,417
2010: MCKESSON CORPORATION HEALTH PLAN 2010 401k membership
Total participants, beginning-of-year2010-04-0126,145
Total number of active participants reported on line 7a of the Form 55002010-04-0123,277
Number of retired or separated participants receiving benefits2010-04-012,834
Number of other retired or separated participants entitled to future benefits2010-04-01830
Total of all active and inactive participants2010-04-0126,941
2009: MCKESSON CORPORATION HEALTH PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-0130,553
Total number of active participants reported on line 7a of the Form 55002009-04-0123,041
Number of retired or separated participants receiving benefits2009-04-012,877
Number of other retired or separated participants entitled to future benefits2009-04-0121
Total of all active and inactive participants2009-04-0125,939

Financial Data on MCKESSON CORPORATION HEALTH PLAN

Measure Date Value
2017 : MCKESSON CORPORATION HEALTH PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-03-31$0
Total transfer of assets to this plan2017-03-31$1,489,237
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$28,354,953
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$43,035,127
Total income from all sources (including contributions)2017-03-31$281,595,841
Total loss/gain on sale of assets2017-03-31$0
Total of all expenses incurred2017-03-31$283,085,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$255,329,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-31$281,554,525
Value of total assets at end of year2017-03-31$28,354,953
Value of total assets at beginning of year2017-03-31$43,035,127
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-03-31$27,755,882
Total interest from all sources2017-03-31$41,316
Total dividends received (eg from common stock, registered investment company shares)2017-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-03-31No
Administrative expenses professional fees incurred2017-03-31$12,517,710
Was this plan covered by a fidelity bond2017-03-31Yes
Value of fidelity bond cover2017-03-31$100,000,000
Were there any nonexempt tranactions with any party-in-interest2017-03-31No
Contributions received from participants2017-03-31$70,582,968
Participant contributions at end of year2017-03-31$4,421,539
Participant contributions at beginning of year2017-03-31$5,302,999
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-03-31$8,244,145
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-03-31$4,994,044
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-03-31$202,158
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-03-31$468,529
Administrative expenses (other) incurred2017-03-31$-179,299
Liabilities. Value of operating payables at end of year2017-03-31$3,924,674
Liabilities. Value of operating payables at beginning of year2017-03-31$6,249,154
Total non interest bearing cash at end of year2017-03-31$429,481
Total non interest bearing cash at beginning of year2017-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Value of net income/loss2017-03-31$-1,489,237
Value of net assets at end of year (total assets less liabilities)2017-03-31$0
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-31No
Were any leases to which the plan was party in default or uncollectible2017-03-31No
Investment advisory and management fees2017-03-31$11,690
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-03-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-03-31$8,754,875
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-03-31$8,754,875
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-03-31$41,316
Expenses. Payments to insurance carriers foe the provision of benefits2017-03-31$12,440,991
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-31Yes
Was there a failure to transmit to the plan any participant contributions2017-03-31No
Has the plan failed to provide any benefit when due under the plan2017-03-31No
Contributions received in cash from employer2017-03-31$210,971,557
Employer contributions (assets) at end of year2017-03-31$15,259,788
Employer contributions (assets) at beginning of year2017-03-31$23,983,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-03-31$242,888,205
Contract administrator fees2017-03-31$15,405,781
Liabilities. Value of benefit claims payable at end of year2017-03-31$24,228,121
Liabilities. Value of benefit claims payable at beginning of year2017-03-31$36,317,444
Did the plan have assets held for investment2017-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-03-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-03-31No
Opinion of an independent qualified public accountant for this plan2017-03-31Unqualified
Accountancy firm name2017-03-31DELOITTE & TOUCHE
Accountancy firm EIN2017-03-31133891517
2016 : MCKESSON CORPORATION HEALTH PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$43,035,127
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$46,969,887
Total income from all sources (including contributions)2016-03-31$336,774,332
Total loss/gain on sale of assets2016-03-31$0
Total of all expenses incurred2016-03-31$336,774,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$305,804,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$336,748,108
Value of total assets at end of year2016-03-31$43,035,127
Value of total assets at beginning of year2016-03-31$46,969,887
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$30,969,736
Total interest from all sources2016-03-31$26,224
Total dividends received (eg from common stock, registered investment company shares)2016-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Administrative expenses professional fees incurred2016-03-31$13,670,610
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$100,000,000
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Contributions received from participants2016-03-31$86,970,767
Participant contributions at end of year2016-03-31$5,302,999
Participant contributions at beginning of year2016-03-31$6,989,196
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-03-31$4,994,044
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-03-31$4,275,924
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-03-31$468,529
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-03-31$1,410,463
Administrative expenses (other) incurred2016-03-31$112,064
Liabilities. Value of operating payables at end of year2016-03-31$6,249,154
Liabilities. Value of operating payables at beginning of year2016-03-31$5,080,087
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$0
Value of net assets at end of year (total assets less liabilities)2016-03-31$0
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Investment advisory and management fees2016-03-31$17,352
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-03-31$8,754,875
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-03-31$13,140,752
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-03-31$13,140,752
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-03-31$26,224
Expenses. Payments to insurance carriers foe the provision of benefits2016-03-31$14,927,052
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31Yes
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Contributions received in cash from employer2016-03-31$249,777,341
Employer contributions (assets) at end of year2016-03-31$23,983,209
Employer contributions (assets) at beginning of year2016-03-31$22,564,015
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$290,877,544
Contract administrator fees2016-03-31$17,169,710
Liabilities. Value of benefit claims payable at end of year2016-03-31$36,317,444
Liabilities. Value of benefit claims payable at beginning of year2016-03-31$40,479,337
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31No
Opinion of an independent qualified public accountant for this plan2016-03-31Unqualified
Accountancy firm name2016-03-31DELOITTE & TOUCHE
Accountancy firm EIN2016-03-31133891517
2015 : MCKESSON CORPORATION HEALTH PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$46,969,887
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$48,270,147
Total income from all sources (including contributions)2015-03-31$361,418,874
Total loss/gain on sale of assets2015-03-31$0
Total of all expenses incurred2015-03-31$361,418,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$329,690,503
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-31$361,415,948
Value of total assets at end of year2015-03-31$46,969,887
Value of total assets at beginning of year2015-03-31$48,270,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$31,728,371
Total interest from all sources2015-03-31$2,926
Total dividends received (eg from common stock, registered investment company shares)2015-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-31No
Administrative expenses professional fees incurred2015-03-31$11,305,702
Was this plan covered by a fidelity bond2015-03-31Yes
Value of fidelity bond cover2015-03-31$100,000,000
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Contributions received from participants2015-03-31$94,326,180
Participant contributions at end of year2015-03-31$6,989,196
Participant contributions at beginning of year2015-03-31$7,132,461
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-03-31$4,275,924
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-03-31$2,903,159
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-03-31$1,410,463
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-03-31$3,135,068
Administrative expenses (other) incurred2015-03-31$3,413,707
Liabilities. Value of operating payables at end of year2015-03-31$5,080,087
Liabilities. Value of operating payables at beginning of year2015-03-31$4,410,515
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Value of net income/loss2015-03-31$0
Value of net assets at end of year (total assets less liabilities)2015-03-31$0
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Investment advisory and management fees2015-03-31$21,001
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-03-31$13,140,752
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-03-31$7,305,147
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-03-31$7,305,147
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-03-31$2,926
Expenses. Payments to insurance carriers foe the provision of benefits2015-03-31$15,917,974
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31Yes
Was there a failure to transmit to the plan any participant contributions2015-03-31No
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Contributions received in cash from employer2015-03-31$267,089,768
Employer contributions (assets) at end of year2015-03-31$22,564,015
Employer contributions (assets) at beginning of year2015-03-31$30,929,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-31$313,772,529
Contract administrator fees2015-03-31$16,987,961
Liabilities. Value of benefit claims payable at end of year2015-03-31$40,479,337
Liabilities. Value of benefit claims payable at beginning of year2015-03-31$40,724,564
Did the plan have assets held for investment2015-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31No
Opinion of an independent qualified public accountant for this plan2015-03-31Unqualified
Accountancy firm name2015-03-31DELOITTE & TOUCHE
Accountancy firm EIN2015-03-31133891517
2014 : MCKESSON CORPORATION HEALTH PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$48,270,147
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$40,621,421
Total income from all sources (including contributions)2014-03-31$306,837,308
Total loss/gain on sale of assets2014-03-31$0
Total of all expenses incurred2014-03-31$306,837,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$281,184,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$306,833,711
Value of total assets at end of year2014-03-31$48,270,147
Value of total assets at beginning of year2014-03-31$40,621,421
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$25,652,964
Total interest from all sources2014-03-31$3,597
Total dividends received (eg from common stock, registered investment company shares)2014-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Administrative expenses professional fees incurred2014-03-31$10,410,463
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$100,000,000
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Contributions received from participants2014-03-31$81,656,017
Participant contributions at end of year2014-03-31$7,132,461
Participant contributions at beginning of year2014-03-31$5,253,297
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-03-31$2,903,159
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-03-31$3,296,456
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-03-31$3,135,068
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-03-31$2,514,071
Administrative expenses (other) incurred2014-03-31$687
Liabilities. Value of operating payables at end of year2014-03-31$4,410,515
Liabilities. Value of operating payables at beginning of year2014-03-31$4,865,369
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Value of net income/loss2014-03-31$0
Value of net assets at end of year (total assets less liabilities)2014-03-31$0
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Investment advisory and management fees2014-03-31$23,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-03-31$7,305,147
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-03-31$6,098,201
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-03-31$6,098,201
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-03-31$3,597
Expenses. Payments to insurance carriers foe the provision of benefits2014-03-31$15,826,156
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31Yes
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Contributions received in cash from employer2014-03-31$225,177,694
Employer contributions (assets) at end of year2014-03-31$30,929,380
Employer contributions (assets) at beginning of year2014-03-31$25,973,467
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$265,358,188
Contract administrator fees2014-03-31$15,218,319
Liabilities. Value of benefit claims payable at end of year2014-03-31$40,724,564
Liabilities. Value of benefit claims payable at beginning of year2014-03-31$33,241,981
Did the plan have assets held for investment2014-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31No
Opinion of an independent qualified public accountant for this plan2014-03-31Unqualified
Accountancy firm name2014-03-31DELOITTE & TOUCHE
Accountancy firm EIN2014-03-31133891517
2013 : MCKESSON CORPORATION HEALTH PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-03-31$0
Total transfer of assets from this plan2013-03-31$1,737,249
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$40,621,421
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$39,275,407
Total income from all sources (including contributions)2013-03-31$294,521,791
Total loss/gain on sale of assets2013-03-31$0
Total of all expenses incurred2013-03-31$292,784,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$269,220,896
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$294,513,265
Value of total assets at end of year2013-03-31$40,621,421
Value of total assets at beginning of year2013-03-31$39,275,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$23,563,646
Total interest from all sources2013-03-31$8,526
Total dividends received (eg from common stock, registered investment company shares)2013-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Administrative expenses professional fees incurred2013-03-31$6,873,546
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$100,000,000
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Contributions received from participants2013-03-31$79,497,156
Participant contributions at end of year2013-03-31$5,253,297
Participant contributions at beginning of year2013-03-31$5,123,096
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-03-31$3,296,456
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-03-31$2,355,528
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-03-31$2,514,071
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-03-31$2,515,005
Administrative expenses (other) incurred2013-03-31$32,802
Liabilities. Value of operating payables at end of year2013-03-31$4,865,369
Liabilities. Value of operating payables at beginning of year2013-03-31$2,292,837
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Value of net income/loss2013-03-31$1,737,249
Value of net assets at end of year (total assets less liabilities)2013-03-31$0
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-03-31$6,098,201
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-03-31$7,365,751
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-03-31$7,365,751
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-03-31$8,526
Expenses. Payments to insurance carriers foe the provision of benefits2013-03-31$16,981,074
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31Yes
Was there a failure to transmit to the plan any participant contributions2013-03-31No
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Contributions received in cash from employer2013-03-31$215,016,109
Employer contributions (assets) at end of year2013-03-31$25,973,467
Employer contributions (assets) at beginning of year2013-03-31$24,431,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-31$252,239,822
Contract administrator fees2013-03-31$16,657,298
Liabilities. Value of benefit claims payable at end of year2013-03-31$33,241,981
Liabilities. Value of benefit claims payable at beginning of year2013-03-31$34,467,565
Did the plan have assets held for investment2013-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31No
Opinion of an independent qualified public accountant for this plan2013-03-31Unqualified
Accountancy firm name2013-03-31DELOITTE & TOUCHE
Accountancy firm EIN2013-03-31133891517
2012 : MCKESSON CORPORATION HEALTH PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$39,275,407
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$36,470,262
Total income from all sources (including contributions)2012-03-31$295,302,824
Total loss/gain on sale of assets2012-03-31$0
Total of all expenses incurred2012-03-31$295,302,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-03-31$274,256,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-03-31$295,301,837
Value of total assets at end of year2012-03-31$39,275,407
Value of total assets at beginning of year2012-03-31$36,470,262
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-03-31$21,046,791
Total interest from all sources2012-03-31$987
Total dividends received (eg from common stock, registered investment company shares)2012-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-03-31No
Administrative expenses professional fees incurred2012-03-31$395,927
Was this plan covered by a fidelity bond2012-03-31Yes
Value of fidelity bond cover2012-03-31$100,000,000
Were there any nonexempt tranactions with any party-in-interest2012-03-31No
Contributions received from participants2012-03-31$63,515,073
Participant contributions at end of year2012-03-31$5,123,096
Participant contributions at beginning of year2012-03-31$4,774,400
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-03-31$2,355,528
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-03-31$2,083,307
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-03-31$2,515,005
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-03-31$2,350,444
Administrative expenses (other) incurred2012-03-31$4,233,711
Liabilities. Value of operating payables at end of year2012-03-31$2,292,837
Liabilities. Value of operating payables at beginning of year2012-03-31$3,139,069
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Value of net income/loss2012-03-31$0
Value of net assets at end of year (total assets less liabilities)2012-03-31$0
Value of net assets at beginning of year (total assets less liabilities)2012-03-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-03-31No
Were any leases to which the plan was party in default or uncollectible2012-03-31No
Investment advisory and management fees2012-03-31$18,150
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-03-31$7,365,751
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-03-31$1,985,775
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-03-31$1,985,775
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-03-31$987
Expenses. Payments to insurance carriers foe the provision of benefits2012-03-31$17,076,966
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-03-31Yes
Was there a failure to transmit to the plan any participant contributions2012-03-31No
Has the plan failed to provide any benefit when due under the plan2012-03-31No
Contributions received in cash from employer2012-03-31$231,786,764
Employer contributions (assets) at end of year2012-03-31$24,431,032
Employer contributions (assets) at beginning of year2012-03-31$27,626,780
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-03-31$257,179,067
Contract administrator fees2012-03-31$16,399,003
Liabilities. Value of benefit claims payable at end of year2012-03-31$34,467,565
Liabilities. Value of benefit claims payable at beginning of year2012-03-31$30,980,749
Did the plan have assets held for investment2012-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-03-31No
Opinion of an independent qualified public accountant for this plan2012-03-31Unqualified
Accountancy firm name2012-03-31DELOITTE & TOUCHE
Accountancy firm EIN2012-03-31133891517
2011 : MCKESSON CORPORATION HEALTH PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$36,470,262
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$40,802,797
Total income from all sources (including contributions)2011-03-31$281,941,916
Total loss/gain on sale of assets2011-03-31$0
Total of all expenses incurred2011-03-31$281,941,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$260,493,116
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-31$281,940,777
Value of total assets at end of year2011-03-31$36,470,262
Value of total assets at beginning of year2011-03-31$40,802,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-31$21,448,800
Total interest from all sources2011-03-31$1,139
Total dividends received (eg from common stock, registered investment company shares)2011-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-31No
Administrative expenses professional fees incurred2011-03-31$336,875
Was this plan covered by a fidelity bond2011-03-31Yes
Value of fidelity bond cover2011-03-31$100,000,000
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Contributions received from participants2011-03-31$61,404,000
Participant contributions at end of year2011-03-31$4,774,400
Participant contributions at beginning of year2011-03-31$4,525,615
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-03-31$2,083,307
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-03-31$2,211,214
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-03-31$2,350,444
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-03-31$2,140,799
Administrative expenses (other) incurred2011-03-31$3,876,385
Liabilities. Value of operating payables at end of year2011-03-31$3,139,069
Liabilities. Value of operating payables at beginning of year2011-03-31$2,624,694
Total non interest bearing cash at end of year2011-03-31$0
Total non interest bearing cash at beginning of year2011-03-31$4,739,256
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Value of net income/loss2011-03-31$0
Value of net assets at end of year (total assets less liabilities)2011-03-31$0
Value of net assets at beginning of year (total assets less liabilities)2011-03-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31No
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Investment advisory and management fees2011-03-31$14,940
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-03-31$1,985,775
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-03-31$336,239
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-03-31$336,239
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-03-31$1,139
Expenses. Payments to insurance carriers foe the provision of benefits2011-03-31$17,676,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-31Yes
Was there a failure to transmit to the plan any participant contributions2011-03-31No
Has the plan failed to provide any benefit when due under the plan2011-03-31No
Contributions received in cash from employer2011-03-31$220,536,777
Employer contributions (assets) at end of year2011-03-31$27,626,780
Employer contributions (assets) at beginning of year2011-03-31$28,990,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-31$242,817,116
Contract administrator fees2011-03-31$17,220,600
Liabilities. Value of benefit claims payable at end of year2011-03-31$30,980,749
Liabilities. Value of benefit claims payable at beginning of year2011-03-31$36,037,304
Did the plan have assets held for investment2011-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-31No
Opinion of an independent qualified public accountant for this plan2011-03-31Unqualified
Accountancy firm name2011-03-31DELOITTE & TOUCHE
Accountancy firm EIN2011-03-31133891517

Form 5500 Responses for MCKESSON CORPORATION HEALTH PLAN

2017: MCKESSON CORPORATION HEALTH PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan funding arrangement – General assets of the sponsorYes
2017-04-01Plan benefit arrangement – InsuranceYes
2017-04-01Plan benefit arrangement – General assets of the sponsorYes
2016: MCKESSON CORPORATION HEALTH PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan funding arrangement – General assets of the sponsorYes
2016-04-01Plan benefit arrangement – InsuranceYes
2016-04-01Plan benefit arrangement - TrustYes
2016-04-01Plan benefit arrangement – General assets of the sponsorYes
2015: MCKESSON CORPORATION HEALTH PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan funding arrangement – General assets of the sponsorYes
2015-04-01Plan benefit arrangement – InsuranceYes
2015-04-01Plan benefit arrangement - TrustYes
2015-04-01Plan benefit arrangement – General assets of the sponsorYes
2014: MCKESSON CORPORATION HEALTH PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan funding arrangement – General assets of the sponsorYes
2014-04-01Plan benefit arrangement – InsuranceYes
2014-04-01Plan benefit arrangement - TrustYes
2014-04-01Plan benefit arrangement – General assets of the sponsorYes
2013: MCKESSON CORPORATION HEALTH PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan funding arrangement – General assets of the sponsorYes
2013-04-01Plan benefit arrangement – InsuranceYes
2013-04-01Plan benefit arrangement - TrustYes
2013-04-01Plan benefit arrangement – General assets of the sponsorYes
2012: MCKESSON CORPORATION HEALTH PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan funding arrangement – General assets of the sponsorYes
2012-04-01Plan benefit arrangement – InsuranceYes
2012-04-01Plan benefit arrangement - TrustYes
2012-04-01Plan benefit arrangement – General assets of the sponsorYes
2011: MCKESSON CORPORATION HEALTH PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Submission has been amendedNo
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan is a collectively bargained planNo
2011-04-01Plan funding arrangement – InsuranceYes
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan funding arrangement – General assets of the sponsorYes
2011-04-01Plan benefit arrangement – InsuranceYes
2011-04-01Plan benefit arrangement - TrustYes
2011-04-01Plan benefit arrangement – General assets of the sponsorYes
2010: MCKESSON CORPORATION HEALTH PLAN 2010 form 5500 responses
2010-04-01Type of plan entitySingle employer plan
2010-04-01Submission has been amendedNo
2010-04-01This submission is the final filingNo
2010-04-01This return/report is a short plan year return/report (less than 12 months)No
2010-04-01Plan is a collectively bargained planNo
2010-04-01Plan funding arrangement – InsuranceYes
2010-04-01Plan funding arrangement – TrustYes
2010-04-01Plan funding arrangement – General assets of the sponsorYes
2010-04-01Plan benefit arrangement – InsuranceYes
2010-04-01Plan benefit arrangement - TrustYes
2010-04-01Plan benefit arrangement – General assets of the sponsorYes
2009: MCKESSON CORPORATION HEALTH PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedNo
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planNo
2009-04-01Plan funding arrangement – InsuranceYes
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan funding arrangement – General assets of the sponsorYes
2009-04-01Plan benefit arrangement – InsuranceYes
2009-04-01Plan benefit arrangement - TrustYes
2009-04-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number8244*
Policy instance 1
Insurance contract or identification number8244*
Number of Individuals Covered315
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,391,587
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3175192
Policy instance 14
Insurance contract or identification number3175192
Number of Individuals Covered2871
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedPREPAID DENTAL
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $613,779
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SECURIAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93742 )
Policy contract number70055-G
Policy instance 13
Insurance contract or identification number70055-G
Number of Individuals Covered19745
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $20,880
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $5,417,387
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,880
Insurance broker organization code?3
Insurance broker nameCREATIVA ASSOCIATES FIN INS. & SER
SECURIAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93742 )
Policy contract number70055-G
Policy instance 12
Insurance contract or identification number70055-G
Number of Individuals Covered21694
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $9,120
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $126,252
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,120
Insurance broker organization code?3
Insurance broker nameCREATIVA ASSOCIATES FIN & INS SER.
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberLK 980041
Policy instance 11
Insurance contract or identification numberLK 980041
Number of Individuals Covered21104
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $39,135
Total amount of fees paid to insurance companyUSD $20,000
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?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,913,486
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $39,135
Amount paid for insurance broker fees20000
Additional information about fees paid to insurance brokerOVERRIDE
Insurance broker organization code?3
Insurance broker nameCREATIVA ASSOC FINANCIAL
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0724655
Policy instance 10
Insurance contract or identification number0724655
Number of Individuals Covered2
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?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
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12117878
Policy instance 9
Insurance contract or identification number12117878
Number of Individuals Covered16712
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
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 BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number89713
Policy instance 8
Insurance contract or identification number89713
Number of Individuals Covered24
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $158,843
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )
Policy contract number5638*
Policy instance 7
Insurance contract or identification number5638*
Number of Individuals Covered13
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $96,883
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number4471*
Policy instance 6
Insurance contract or identification number4471*
Number of Individuals Covered20
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $139,651
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number101991*
Policy instance 5
Insurance contract or identification number101991*
Number of Individuals Covered261
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,627,782
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number110*
Policy instance 4
Insurance contract or identification number110*
Number of Individuals Covered9
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $43,031
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC. (National Association of Insurance Commissioners NAIC id number: 96237 )
Policy contract number168*
Policy instance 3
Insurance contract or identification number168*
Number of Individuals Covered72
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $738,382
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 )
Policy contract number612*
Policy instance 2
Insurance contract or identification number612*
Number of Individuals Covered58
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $531,025
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71005 )
Policy contract numberDBL 252111
Policy instance 15
Insurance contract or identification numberDBL 252111
Number of Individuals Covered870
Insurance policy start date2016-07-01
Insurance policy end date2017-06-30
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 BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $121,792
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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