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ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND FOR SAN FRANCISCO 401k Plan overview

Plan NameELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND FOR SAN FRANCISCO
Plan identification number 501

ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND FOR SAN FRANCISCO Benefits

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

401k Sponsoring company profile

BOARD OF TRUSTEES, ELECTRICAL WORKERS HEALTH AND has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES, ELECTRICAL WORKERS HEALTH AND
Employer identification number (EIN):946061762
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND FOR SAN FRANCISCO

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-02-01
5012021-02-01
5012020-02-01
5012019-02-01
5012018-02-01
5012017-02-01GINA DAVIS
5012016-02-01GINA DAVIS
5012015-02-01GINA DAVIS
5012014-02-01GINA DAVIS
5012013-02-01GINA DAVIS
5012012-02-01GINA DAVIS
5012011-02-01GINA DAVIS
5012010-02-01GINA DAVIS
5012009-02-01GINA DAVIS

Plan Statistics for ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND FOR SAN FRANCISCO

401k plan membership statisitcs for ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND FOR SAN FRANCISCO

Measure Date Value
2022: ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND FOR SAN FRANCISCO 2022 401k membership
Total participants, beginning-of-year2022-02-012,392
Total number of active participants reported on line 7a of the Form 55002022-02-011,725
Number of retired or separated participants receiving benefits2022-02-01570
Number of other retired or separated participants entitled to future benefits2022-02-010
Total of all active and inactive participants2022-02-012,295
Total participants2022-02-012,295
Number of employers contributing to the scheme2022-02-01125
2021: ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND FOR SAN FRANCISCO 2021 401k membership
Total participants, beginning-of-year2021-02-012,711
Total number of active participants reported on line 7a of the Form 55002021-02-011,848
Number of retired or separated participants receiving benefits2021-02-01544
Number of other retired or separated participants entitled to future benefits2021-02-010
Total of all active and inactive participants2021-02-012,392
Total participants2021-02-012,392
Number of employers contributing to the scheme2021-02-01120
2020: ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND FOR SAN FRANCISCO 2020 401k membership
Total participants, beginning-of-year2020-02-012,779
Total number of active participants reported on line 7a of the Form 55002020-02-011,906
Number of retired or separated participants receiving benefits2020-02-01805
Number of other retired or separated participants entitled to future benefits2020-02-010
Total of all active and inactive participants2020-02-012,711
Total participants2020-02-012,711
Number of employers contributing to the scheme2020-02-01129
2019: ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND FOR SAN FRANCISCO 2019 401k membership
Total participants, beginning-of-year2019-02-012,617
Total number of active participants reported on line 7a of the Form 55002019-02-011,988
Number of retired or separated participants receiving benefits2019-02-01524
Number of other retired or separated participants entitled to future benefits2019-02-010
Total of all active and inactive participants2019-02-012,512
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-02-01267
Total participants2019-02-012,779
Number of employers contributing to the scheme2019-02-01130
2018: ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND FOR SAN FRANCISCO 2018 401k membership
Total participants, beginning-of-year2018-02-012,503
Total number of active participants reported on line 7a of the Form 55002018-02-011,833
Number of retired or separated participants receiving benefits2018-02-01625
Total of all active and inactive participants2018-02-012,458
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-02-01159
Total participants2018-02-012,617
Number of employers contributing to the scheme2018-02-01133
2017: ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND FOR SAN FRANCISCO 2017 401k membership
Total participants, beginning-of-year2017-02-012,406
Total number of active participants reported on line 7a of the Form 55002017-02-011,728
Number of retired or separated participants receiving benefits2017-02-01613
Number of other retired or separated participants entitled to future benefits2017-02-010
Total of all active and inactive participants2017-02-012,341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-02-01162
Total participants2017-02-012,503
Number of participants with account balances2017-02-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-02-010
Number of employers contributing to the scheme2017-02-01126
2016: ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND FOR SAN FRANCISCO 2016 401k membership
Total participants, beginning-of-year2016-02-012,450
Total number of active participants reported on line 7a of the Form 55002016-02-011,645
Number of retired or separated participants receiving benefits2016-02-01609
Number of other retired or separated participants entitled to future benefits2016-02-010
Total of all active and inactive participants2016-02-012,254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-02-01152
Total participants2016-02-012,406
Number of participants with account balances2016-02-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-02-010
Number of employers contributing to the scheme2016-02-01120
2015: ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND FOR SAN FRANCISCO 2015 401k membership
Total participants, beginning-of-year2015-02-012,360
Total number of active participants reported on line 7a of the Form 55002015-02-011,687
Number of retired or separated participants receiving benefits2015-02-01604
Number of other retired or separated participants entitled to future benefits2015-02-010
Total of all active and inactive participants2015-02-012,291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-02-01159
Total participants2015-02-012,450
Number of participants with account balances2015-02-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-02-010
Number of employers contributing to the scheme2015-02-01113
2014: ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND FOR SAN FRANCISCO 2014 401k membership
Total participants, beginning-of-year2014-02-012,280
Total number of active participants reported on line 7a of the Form 55002014-02-011,593
Number of retired or separated participants receiving benefits2014-02-01589
Number of other retired or separated participants entitled to future benefits2014-02-010
Total of all active and inactive participants2014-02-012,182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-02-01178
Total participants2014-02-012,360
Number of participants with account balances2014-02-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-02-010
Number of employers contributing to the scheme2014-02-01118
2013: ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND FOR SAN FRANCISCO 2013 401k membership
Total participants, beginning-of-year2013-02-012,118
Total number of active participants reported on line 7a of the Form 55002013-02-011,509
Number of retired or separated participants receiving benefits2013-02-01606
Number of other retired or separated participants entitled to future benefits2013-02-010
Total of all active and inactive participants2013-02-012,115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-02-01165
Total participants2013-02-012,280
Number of participants with account balances2013-02-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-02-010
Number of employers contributing to the scheme2013-02-01126
2012: ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND FOR SAN FRANCISCO 2012 401k membership
Total participants, beginning-of-year2012-02-011,942
Total number of active participants reported on line 7a of the Form 55002012-02-011,335
Number of retired or separated participants receiving benefits2012-02-01610
Number of other retired or separated participants entitled to future benefits2012-02-010
Total of all active and inactive participants2012-02-011,945
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-02-01173
Total participants2012-02-012,118
Number of participants with account balances2012-02-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-02-010
Number of employers contributing to the scheme2012-02-01112
2011: ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND FOR SAN FRANCISCO 2011 401k membership
Total participants, beginning-of-year2011-02-011,816
Total number of active participants reported on line 7a of the Form 55002011-02-011,169
Number of retired or separated participants receiving benefits2011-02-01595
Number of other retired or separated participants entitled to future benefits2011-02-010
Total of all active and inactive participants2011-02-011,764
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-02-01178
Total participants2011-02-011,942
Number of participants with account balances2011-02-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-02-010
Number of employers contributing to the scheme2011-02-01119
2010: ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND FOR SAN FRANCISCO 2010 401k membership
Total participants, beginning-of-year2010-02-012,050
Total number of active participants reported on line 7a of the Form 55002010-02-011,049
Number of retired or separated participants receiving benefits2010-02-01582
Number of other retired or separated participants entitled to future benefits2010-02-01185
Total of all active and inactive participants2010-02-011,816
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-02-010
Total participants2010-02-011,816
Number of participants with account balances2010-02-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-02-010
Number of employers contributing to the scheme2010-02-01133
2009: ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND FOR SAN FRANCISCO 2009 401k membership
Total participants, beginning-of-year2009-02-012,265
Total number of active participants reported on line 7a of the Form 55002009-02-011,304
Number of retired or separated participants receiving benefits2009-02-01623
Number of other retired or separated participants entitled to future benefits2009-02-01123
Total of all active and inactive participants2009-02-012,050
Total participants2009-02-012,050

Financial Data on ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND FOR SAN FRANCISCO

Measure Date Value
2023 : ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND FOR SAN FRANCISCO 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-01-31$-3,645,913
Total unrealized appreciation/depreciation of assets2023-01-31$-3,645,913
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-31$20,974,865
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-31$24,348,807
Total income from all sources (including contributions)2023-01-31$40,595,827
Total loss/gain on sale of assets2023-01-31$-960,055
Total of all expenses incurred2023-01-31$48,973,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-31$47,189,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-31$43,566,190
Value of total assets at end of year2023-01-31$89,988,963
Value of total assets at beginning of year2023-01-31$101,740,447
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-31$1,784,245
Total interest from all sources2023-01-31$1,601,995
Total dividends received (eg from common stock, registered investment company shares)2023-01-31$531,811
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-31$264,940
Administrative expenses professional fees incurred2023-01-31$427,823
Was this plan covered by a fidelity bond2023-01-31Yes
Value of fidelity bond cover2023-01-31$1,700,000
Were there any nonexempt tranactions with any party-in-interest2023-01-31No
Contributions received from participants2023-01-31$5,895,357
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-31$489,322
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-31$2,530,774
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-01-31$2,362,462
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-01-31$4,820,125
Administrative expenses (other) incurred2023-01-31$1,217,749
Liabilities. Value of operating payables at end of year2023-01-31$815,315
Liabilities. Value of operating payables at beginning of year2023-01-31$808,183
Total non interest bearing cash at end of year2023-01-31$5,979,531
Total non interest bearing cash at beginning of year2023-01-31$5,996,054
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-31No
Value of net income/loss2023-01-31$-8,377,542
Value of net assets at end of year (total assets less liabilities)2023-01-31$69,014,098
Value of net assets at beginning of year (total assets less liabilities)2023-01-31$77,391,640
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-31No
Were any leases to which the plan was party in default or uncollectible2023-01-31No
Investment advisory and management fees2023-01-31$138,673
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-31$13,204,385
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-31$13,487,646
Income. Interest from US Government securities2023-01-31$578,819
Income. Interest from corporate debt instruments2023-01-31$997,264
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-31$3,592,544
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-01-31$5,703,773
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-01-31$5,703,773
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-31$25,912
Expenses. Payments to insurance carriers foe the provision of benefits2023-01-31$26,435,294
Asset value of US Government securities at end of year2023-01-31$25,943,022
Asset value of US Government securities at beginning of year2023-01-31$33,095,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-31$-498,201
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-31Yes
Was there a failure to transmit to the plan any participant contributions2023-01-31No
Has the plan failed to provide any benefit when due under the plan2023-01-31No
Contributions received in cash from employer2023-01-31$37,670,833
Employer contributions (assets) at end of year2023-01-31$3,589,869
Employer contributions (assets) at beginning of year2023-01-31$3,355,743
Income. Dividends from common stock2023-01-31$266,871
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-31$20,753,830
Asset. Corporate debt instrument preferred debt at end of year2023-01-31$8,636,705
Asset. Corporate debt instrument preferred debt at beginning of year2023-01-31$23,179,401
Asset. Corporate debt instrument debt (other) at end of year2023-01-31$15,769,830
Asset. Corporate debt instrument debt (other) at beginning of year2023-01-31$0
Assets. Corporate common stocks other than exployer securities at end of year2023-01-31$12,308,215
Assets. Corporate common stocks other than exployer securities at beginning of year2023-01-31$13,801,188
Liabilities. Value of benefit claims payable at end of year2023-01-31$17,797,088
Liabilities. Value of benefit claims payable at beginning of year2023-01-31$18,720,499
Assets. Value of buildings and other operty used in plan operation at end of year2023-01-31$475,540
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-01-31$590,771
Did the plan have assets held for investment2023-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-31No
Aggregate proceeds on sale of assets2023-01-31$83,901,023
Aggregate carrying amount (costs) on sale of assets2023-01-31$84,861,078
Opinion of an independent qualified public accountant for this plan2023-01-31Unqualified
Accountancy firm name2023-01-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2023-01-31952036255
2022 : ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND FOR SAN FRANCISCO 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-01-31$1,505,715
Total unrealized appreciation/depreciation of assets2022-01-31$1,505,715
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-31$24,348,807
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-31$26,520,992
Total income from all sources (including contributions)2022-01-31$50,061,341
Total loss/gain on sale of assets2022-01-31$859,342
Total of all expenses incurred2022-01-31$47,914,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-31$45,978,762
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-31$44,786,524
Value of total assets at end of year2022-01-31$101,740,447
Value of total assets at beginning of year2022-01-31$101,765,600
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-31$1,935,547
Total interest from all sources2022-01-31$1,317,147
Total dividends received (eg from common stock, registered investment company shares)2022-01-31$667,136
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-31$369,668
Administrative expenses professional fees incurred2022-01-31$376,154
Was this plan covered by a fidelity bond2022-01-31Yes
Value of fidelity bond cover2022-01-31$1,700,000
Were there any nonexempt tranactions with any party-in-interest2022-01-31No
Contributions received from participants2022-01-31$5,654,143
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-31$2,530,774
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-31$917,688
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-01-31$4,820,125
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-01-31$4,438,169
Administrative expenses (other) incurred2022-01-31$1,413,397
Liabilities. Value of operating payables at end of year2022-01-31$808,183
Liabilities. Value of operating payables at beginning of year2022-01-31$1,024,963
Total non interest bearing cash at end of year2022-01-31$5,996,054
Total non interest bearing cash at beginning of year2022-01-31$3,023,602
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-31No
Value of net income/loss2022-01-31$2,147,032
Value of net assets at end of year (total assets less liabilities)2022-01-31$77,391,640
Value of net assets at beginning of year (total assets less liabilities)2022-01-31$75,244,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-31No
Were any leases to which the plan was party in default or uncollectible2022-01-31No
Investment advisory and management fees2022-01-31$145,996
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-31$13,487,646
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-31$14,422,062
Income. Interest from US Government securities2022-01-31$781,441
Income. Interest from corporate debt instruments2022-01-31$534,963
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-31$5,703,773
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-01-31$5,520,314
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-01-31$5,520,314
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-31$743
Expenses. Payments to insurance carriers foe the provision of benefits2022-01-31$27,116,618
Asset value of US Government securities at end of year2022-01-31$33,095,097
Asset value of US Government securities at beginning of year2022-01-31$34,018,401
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-31$925,477
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-31Yes
Was there a failure to transmit to the plan any participant contributions2022-01-31No
Has the plan failed to provide any benefit when due under the plan2022-01-31No
Contributions received in cash from employer2022-01-31$39,132,381
Employer contributions (assets) at end of year2022-01-31$3,355,743
Employer contributions (assets) at beginning of year2022-01-31$3,806,179
Income. Dividends from common stock2022-01-31$297,468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-31$18,862,144
Asset. Corporate debt instrument preferred debt at end of year2022-01-31$23,179,401
Asset. Corporate debt instrument preferred debt at beginning of year2022-01-31$24,962,980
Assets. Corporate common stocks other than exployer securities at end of year2022-01-31$13,801,188
Assets. Corporate common stocks other than exployer securities at beginning of year2022-01-31$14,502,445
Liabilities. Value of benefit claims payable at end of year2022-01-31$18,720,499
Liabilities. Value of benefit claims payable at beginning of year2022-01-31$21,057,860
Assets. Value of buildings and other operty used in plan operation at end of year2022-01-31$590,771
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-01-31$591,929
Did the plan have assets held for investment2022-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-31No
Aggregate proceeds on sale of assets2022-01-31$86,790,291
Aggregate carrying amount (costs) on sale of assets2022-01-31$85,930,949
Opinion of an independent qualified public accountant for this plan2022-01-31Unqualified
Accountancy firm name2022-01-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2022-01-31952036255
2021 : ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND FOR SAN FRANCISCO 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-01-31$3,264,838
Total unrealized appreciation/depreciation of assets2021-01-31$3,264,838
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-01-31$26,520,992
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-01-31$26,967,699
Total income from all sources (including contributions)2021-01-31$56,897,659
Total loss/gain on sale of assets2021-01-31$792,214
Total of all expenses incurred2021-01-31$47,050,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-01-31$45,068,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-01-31$49,334,526
Value of total assets at end of year2021-01-31$101,765,600
Value of total assets at beginning of year2021-01-31$92,365,396
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-01-31$1,982,711
Total interest from all sources2021-01-31$1,551,007
Total dividends received (eg from common stock, registered investment company shares)2021-01-31$617,066
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-01-31$295,871
Administrative expenses professional fees incurred2021-01-31$409,589
Was this plan covered by a fidelity bond2021-01-31Yes
Value of fidelity bond cover2021-01-31$1,700,000
Were there any nonexempt tranactions with any party-in-interest2021-01-31No
Contributions received from participants2021-01-31$5,263,094
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-01-31$917,688
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-01-31$389,727
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-01-31$4,438,169
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-01-31$5,928
Administrative expenses (other) incurred2021-01-31$1,453,362
Liabilities. Value of operating payables at end of year2021-01-31$1,024,963
Liabilities. Value of operating payables at beginning of year2021-01-31$1,832,366
Total non interest bearing cash at end of year2021-01-31$3,023,602
Total non interest bearing cash at beginning of year2021-01-31$3,299,269
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-01-31No
Value of net income/loss2021-01-31$9,846,911
Value of net assets at end of year (total assets less liabilities)2021-01-31$75,244,608
Value of net assets at beginning of year (total assets less liabilities)2021-01-31$65,397,697
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-01-31No
Were any leases to which the plan was party in default or uncollectible2021-01-31No
Investment advisory and management fees2021-01-31$119,760
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-01-31$14,422,062
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-01-31$12,472,700
Income. Interest from US Government securities2021-01-31$864,492
Income. Interest from corporate debt instruments2021-01-31$680,748
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-01-31$5,520,314
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-01-31$2,319,511
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-01-31$2,319,511
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-01-31$5,767
Expenses. Payments to insurance carriers foe the provision of benefits2021-01-31$27,378,682
Asset value of US Government securities at end of year2021-01-31$34,018,401
Asset value of US Government securities at beginning of year2021-01-31$34,863,249
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-01-31$1,338,008
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-01-31Yes
Was there a failure to transmit to the plan any participant contributions2021-01-31No
Has the plan failed to provide any benefit when due under the plan2021-01-31No
Contributions received in cash from employer2021-01-31$44,071,432
Employer contributions (assets) at end of year2021-01-31$3,806,179
Employer contributions (assets) at beginning of year2021-01-31$6,093,597
Income. Dividends from common stock2021-01-31$321,195
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-01-31$17,689,355
Asset. Corporate debt instrument preferred debt at end of year2021-01-31$24,962,980
Asset. Corporate debt instrument preferred debt at beginning of year2021-01-31$19,791,985
Assets. Corporate common stocks other than exployer securities at end of year2021-01-31$14,502,445
Assets. Corporate common stocks other than exployer securities at beginning of year2021-01-31$12,520,706
Liabilities. Value of benefit claims payable at end of year2021-01-31$21,057,860
Liabilities. Value of benefit claims payable at beginning of year2021-01-31$25,129,405
Assets. Value of buildings and other operty used in plan operation at end of year2021-01-31$591,929
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-01-31$614,652
Did the plan have assets held for investment2021-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-01-31No
Aggregate proceeds on sale of assets2021-01-31$95,194,979
Aggregate carrying amount (costs) on sale of assets2021-01-31$94,402,765
Opinion of an independent qualified public accountant for this plan2021-01-31Unqualified
Accountancy firm name2021-01-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2021-01-31952036255
2020 : ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND FOR SAN FRANCISCO 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-01-31$2,691,170
Total unrealized appreciation/depreciation of assets2020-01-31$2,691,170
Total unrealized appreciation/depreciation of assets2020-01-31$2,691,170
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$26,967,699
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$26,967,699
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$26,813,391
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$26,813,391
Total income from all sources (including contributions)2020-01-31$69,768,325
Total income from all sources (including contributions)2020-01-31$69,768,325
Total loss/gain on sale of assets2020-01-31$227,659
Total loss/gain on sale of assets2020-01-31$227,659
Total of all expenses incurred2020-01-31$50,585,629
Total of all expenses incurred2020-01-31$50,585,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-01-31$48,955,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-01-31$48,955,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-01-31$63,943,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-01-31$63,943,696
Value of total assets at end of year2020-01-31$92,365,396
Value of total assets at end of year2020-01-31$92,365,396
Value of total assets at beginning of year2020-01-31$73,028,392
Value of total assets at beginning of year2020-01-31$73,028,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-01-31$1,629,687
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-01-31$1,629,687
Total interest from all sources2020-01-31$1,744,932
Total interest from all sources2020-01-31$1,744,932
Total dividends received (eg from common stock, registered investment company shares)2020-01-31$778,220
Total dividends received (eg from common stock, registered investment company shares)2020-01-31$778,220
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-01-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-01-31$511,922
Total dividends received from registered investment company shares (eg mutual funds)2020-01-31$511,922
Administrative expenses professional fees incurred2020-01-31$323,976
Administrative expenses professional fees incurred2020-01-31$323,976
Was this plan covered by a fidelity bond2020-01-31Yes
Was this plan covered by a fidelity bond2020-01-31Yes
Value of fidelity bond cover2020-01-31$1,700,000
Value of fidelity bond cover2020-01-31$1,700,000
Were there any nonexempt tranactions with any party-in-interest2020-01-31No
Were there any nonexempt tranactions with any party-in-interest2020-01-31No
Contributions received from participants2020-01-31$5,031,975
Contributions received from participants2020-01-31$5,031,975
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-01-31$389,727
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-01-31$389,727
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-01-31$1,317,332
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-01-31$1,317,332
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-01-31$5,928
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-01-31$5,928
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-01-31$12,154
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-01-31$12,154
Administrative expenses (other) incurred2020-01-31$1,196,729
Administrative expenses (other) incurred2020-01-31$1,196,729
Liabilities. Value of operating payables at end of year2020-01-31$1,832,366
Liabilities. Value of operating payables at end of year2020-01-31$1,832,366
Liabilities. Value of operating payables at beginning of year2020-01-31$1,595,080
Liabilities. Value of operating payables at beginning of year2020-01-31$1,595,080
Total non interest bearing cash at end of year2020-01-31$3,299,269
Total non interest bearing cash at end of year2020-01-31$3,299,269
Total non interest bearing cash at beginning of year2020-01-31$2,300,190
Total non interest bearing cash at beginning of year2020-01-31$2,300,190
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Value of net income/loss2020-01-31$19,182,696
Value of net income/loss2020-01-31$19,182,696
Value of net assets at end of year (total assets less liabilities)2020-01-31$65,397,697
Value of net assets at end of year (total assets less liabilities)2020-01-31$65,397,697
Value of net assets at beginning of year (total assets less liabilities)2020-01-31$46,215,001
Value of net assets at beginning of year (total assets less liabilities)2020-01-31$46,215,001
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-01-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-01-31No
Were any leases to which the plan was party in default or uncollectible2020-01-31No
Were any leases to which the plan was party in default or uncollectible2020-01-31No
Investment advisory and management fees2020-01-31$108,982
Investment advisory and management fees2020-01-31$108,982
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-01-31$12,472,700
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-01-31$12,472,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-01-31$9,694,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-01-31$9,694,415
Income. Interest from US Government securities2020-01-31$776,603
Income. Interest from US Government securities2020-01-31$776,603
Income. Interest from corporate debt instruments2020-01-31$926,009
Income. Interest from corporate debt instruments2020-01-31$926,009
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-01-31$2,319,511
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-01-31$2,319,511
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-01-31$2,769,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-01-31$2,769,525
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-01-31$2,769,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-01-31$2,769,525
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-01-31$42,320
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-01-31$42,320
Expenses. Payments to insurance carriers foe the provision of benefits2020-01-31$30,723,427
Expenses. Payments to insurance carriers foe the provision of benefits2020-01-31$30,723,427
Asset value of US Government securities at end of year2020-01-31$34,863,249
Asset value of US Government securities at end of year2020-01-31$34,863,249
Asset value of US Government securities at beginning of year2020-01-31$20,781,541
Asset value of US Government securities at beginning of year2020-01-31$20,781,541
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-01-31$382,648
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-01-31$382,648
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-01-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-01-31Yes
Was there a failure to transmit to the plan any participant contributions2020-01-31No
Was there a failure to transmit to the plan any participant contributions2020-01-31No
Has the plan failed to provide any benefit when due under the plan2020-01-31No
Has the plan failed to provide any benefit when due under the plan2020-01-31No
Contributions received in cash from employer2020-01-31$58,911,721
Contributions received in cash from employer2020-01-31$58,911,721
Employer contributions (assets) at end of year2020-01-31$6,093,597
Employer contributions (assets) at end of year2020-01-31$6,093,597
Employer contributions (assets) at beginning of year2020-01-31$5,631,496
Employer contributions (assets) at beginning of year2020-01-31$5,631,496
Income. Dividends from common stock2020-01-31$266,298
Income. Dividends from common stock2020-01-31$266,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-01-31$18,232,515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-01-31$18,232,515
Asset. Corporate debt instrument preferred debt at end of year2020-01-31$19,791,985
Asset. Corporate debt instrument preferred debt at end of year2020-01-31$19,791,985
Asset. Corporate debt instrument preferred debt at beginning of year2020-01-31$7,823,767
Asset. Corporate debt instrument preferred debt at beginning of year2020-01-31$7,823,767
Asset. Corporate debt instrument debt (other) at end of year2020-01-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-01-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-01-31$12,788,434
Asset. Corporate debt instrument debt (other) at beginning of year2020-01-31$12,788,434
Assets. Corporate common stocks other than exployer securities at end of year2020-01-31$12,520,706
Assets. Corporate common stocks other than exployer securities at end of year2020-01-31$12,520,706
Assets. Corporate common stocks other than exployer securities at beginning of year2020-01-31$9,326,325
Assets. Corporate common stocks other than exployer securities at beginning of year2020-01-31$9,326,325
Liabilities. Value of benefit claims payable at end of year2020-01-31$25,129,405
Liabilities. Value of benefit claims payable at end of year2020-01-31$25,129,405
Liabilities. Value of benefit claims payable at beginning of year2020-01-31$25,206,157
Liabilities. Value of benefit claims payable at beginning of year2020-01-31$25,206,157
Assets. Value of buildings and other operty used in plan operation at end of year2020-01-31$614,652
Assets. Value of buildings and other operty used in plan operation at end of year2020-01-31$614,652
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-01-31$595,367
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-01-31$595,367
Did the plan have assets held for investment2020-01-31Yes
Did the plan have assets held for investment2020-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-01-31No
Aggregate proceeds on sale of assets2020-01-31$61,481,410
Aggregate proceeds on sale of assets2020-01-31$61,481,410
Aggregate carrying amount (costs) on sale of assets2020-01-31$61,253,751
Aggregate carrying amount (costs) on sale of assets2020-01-31$61,253,751
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-01-31No
Opinion of an independent qualified public accountant for this plan2020-01-31Unqualified
Opinion of an independent qualified public accountant for this plan2020-01-31Unqualified
Accountancy firm name2020-01-31MILLER KAPLAN ARASE LLP
Accountancy firm name2020-01-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2020-01-31952036255
Accountancy firm EIN2020-01-31952036255
2019 : ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND FOR SAN FRANCISCO 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-01-31$-874,237
Total unrealized appreciation/depreciation of assets2019-01-31$-874,237
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-01-31$26,813,391
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-01-31$24,828,263
Total income from all sources (including contributions)2019-01-31$56,293,096
Total loss/gain on sale of assets2019-01-31$-2,506
Total of all expenses incurred2019-01-31$49,383,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-01-31$47,766,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-01-31$57,143,800
Value of total assets at end of year2019-01-31$73,028,392
Value of total assets at beginning of year2019-01-31$64,133,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-01-31$1,617,206
Total interest from all sources2019-01-31$1,411,442
Total dividends received (eg from common stock, registered investment company shares)2019-01-31$452,610
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-01-31$271,852
Administrative expenses professional fees incurred2019-01-31$239,745
Was this plan covered by a fidelity bond2019-01-31Yes
Value of fidelity bond cover2019-01-31$1,700,000
Were there any nonexempt tranactions with any party-in-interest2019-01-31No
Contributions received from participants2019-01-31$4,704,698
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-01-31$1,317,332
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-01-31$1,203,453
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-01-31$12,154
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-01-31$0
Administrative expenses (other) incurred2019-01-31$1,279,873
Liabilities. Value of operating payables at end of year2019-01-31$1,595,080
Liabilities. Value of operating payables at beginning of year2019-01-31$1,389,224
Total non interest bearing cash at end of year2019-01-31$2,300,190
Total non interest bearing cash at beginning of year2019-01-31$1,987,851
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-01-31No
Value of net income/loss2019-01-31$6,909,579
Value of net assets at end of year (total assets less liabilities)2019-01-31$46,215,001
Value of net assets at beginning of year (total assets less liabilities)2019-01-31$39,305,422
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-01-31No
Were any leases to which the plan was party in default or uncollectible2019-01-31No
Investment advisory and management fees2019-01-31$97,588
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-01-31$9,694,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-01-31$9,228,435
Income. Interest from US Government securities2019-01-31$726,818
Income. Interest from corporate debt instruments2019-01-31$661,538
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-01-31$2,769,525
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-01-31$1,678,855
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-01-31$1,678,855
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-01-31$23,086
Expenses. Payments to insurance carriers foe the provision of benefits2019-01-31$30,788,936
Asset value of US Government securities at end of year2019-01-31$20,781,541
Asset value of US Government securities at beginning of year2019-01-31$23,340,261
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-01-31$-1,838,013
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-01-31Yes
Was there a failure to transmit to the plan any participant contributions2019-01-31No
Has the plan failed to provide any benefit when due under the plan2019-01-31No
Contributions received in cash from employer2019-01-31$52,439,102
Employer contributions (assets) at end of year2019-01-31$5,631,496
Employer contributions (assets) at beginning of year2019-01-31$5,177,702
Income. Dividends from common stock2019-01-31$180,758
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-01-31$16,977,375
Asset. Corporate debt instrument preferred debt at end of year2019-01-31$7,823,767
Asset. Corporate debt instrument preferred debt at beginning of year2019-01-31$12,687,153
Asset. Corporate debt instrument debt (other) at end of year2019-01-31$12,788,434
Asset. Corporate debt instrument debt (other) at beginning of year2019-01-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-01-31$9,326,325
Assets. Corporate common stocks other than exployer securities at beginning of year2019-01-31$8,715,143
Liabilities. Value of benefit claims payable at end of year2019-01-31$25,206,157
Liabilities. Value of benefit claims payable at beginning of year2019-01-31$23,439,039
Assets. Value of buildings and other operty used in plan operation at end of year2019-01-31$595,367
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-01-31$114,832
Did the plan have assets held for investment2019-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-01-31No
Aggregate proceeds on sale of assets2019-01-31$49,350,319
Aggregate carrying amount (costs) on sale of assets2019-01-31$49,352,825
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-01-31No
Opinion of an independent qualified public accountant for this plan2019-01-31Unqualified
Accountancy firm name2019-01-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2019-01-31952036255
2018 : ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND FOR SAN FRANCISCO 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-01-31$900,426
Total unrealized appreciation/depreciation of assets2018-01-31$900,426
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-01-31$24,828,263
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-01-31$19,859,117
Total income from all sources (including contributions)2018-01-31$53,748,022
Total loss/gain on sale of assets2018-01-31$118,414
Total of all expenses incurred2018-01-31$47,454,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-01-31$46,057,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-01-31$49,471,658
Value of total assets at end of year2018-01-31$64,133,685
Value of total assets at beginning of year2018-01-31$52,870,751
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-01-31$1,396,427
Total interest from all sources2018-01-31$1,106,591
Total dividends received (eg from common stock, registered investment company shares)2018-01-31$349,247
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-01-31$178,868
Administrative expenses professional fees incurred2018-01-31$148,583
Was this plan covered by a fidelity bond2018-01-31Yes
Value of fidelity bond cover2018-01-31$1,700,000
Were there any nonexempt tranactions with any party-in-interest2018-01-31No
Contributions received from participants2018-01-31$4,160,692
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-01-31$1,203,453
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-01-31$245,161
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-01-31$790,811
Administrative expenses (other) incurred2018-01-31$1,161,449
Liabilities. Value of operating payables at end of year2018-01-31$1,389,224
Liabilities. Value of operating payables at beginning of year2018-01-31$1,003,217
Total non interest bearing cash at end of year2018-01-31$1,987,851
Total non interest bearing cash at beginning of year2018-01-31$1,400,282
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-31No
Value of net income/loss2018-01-31$6,293,788
Value of net assets at end of year (total assets less liabilities)2018-01-31$39,305,422
Value of net assets at beginning of year (total assets less liabilities)2018-01-31$33,011,634
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-01-31No
Were any leases to which the plan was party in default or uncollectible2018-01-31No
Investment advisory and management fees2018-01-31$86,395
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-01-31$9,228,435
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-01-31$7,914,738
Income. Interest from US Government securities2018-01-31$566,362
Income. Interest from corporate debt instruments2018-01-31$530,925
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-01-31$1,678,855
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-01-31$1,178,283
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-01-31$1,178,283
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-01-31$9,304
Expenses. Payments to insurance carriers foe the provision of benefits2018-01-31$29,460,500
Asset value of US Government securities at end of year2018-01-31$23,340,261
Asset value of US Government securities at beginning of year2018-01-31$19,338,301
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-01-31$1,801,686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-01-31Yes
Was there a failure to transmit to the plan any participant contributions2018-01-31No
Has the plan failed to provide any benefit when due under the plan2018-01-31No
Contributions received in cash from employer2018-01-31$45,310,966
Employer contributions (assets) at end of year2018-01-31$5,177,702
Employer contributions (assets) at beginning of year2018-01-31$3,883,881
Income. Dividends from common stock2018-01-31$170,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-01-31$16,597,307
Asset. Corporate debt instrument preferred debt at end of year2018-01-31$12,687,153
Asset. Corporate debt instrument preferred debt at beginning of year2018-01-31$11,385,402
Assets. Corporate common stocks other than exployer securities at end of year2018-01-31$8,715,143
Assets. Corporate common stocks other than exployer securities at beginning of year2018-01-31$7,401,855
Liabilities. Value of benefit claims payable at end of year2018-01-31$23,439,039
Liabilities. Value of benefit claims payable at beginning of year2018-01-31$18,065,089
Assets. Value of buildings and other operty used in plan operation at end of year2018-01-31$114,832
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-01-31$122,848
Did the plan have assets held for investment2018-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-01-31No
Aggregate proceeds on sale of assets2018-01-31$32,438,337
Aggregate carrying amount (costs) on sale of assets2018-01-31$32,319,923
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-01-31No
Opinion of an independent qualified public accountant for this plan2018-01-31Unqualified
Accountancy firm name2018-01-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2018-01-31952036255
2017 : ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND FOR SAN FRANCISCO 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-01-31$1,255,777
Total unrealized appreciation/depreciation of assets2017-01-31$1,255,777
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-01-31$19,859,117
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-01-31$17,808,046
Total income from all sources (including contributions)2017-01-31$46,598,465
Total loss/gain on sale of assets2017-01-31$134,496
Total of all expenses incurred2017-01-31$40,670,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-01-31$39,320,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-01-31$42,360,694
Value of total assets at end of year2017-01-31$52,870,751
Value of total assets at beginning of year2017-01-31$44,891,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-01-31$1,350,456
Total interest from all sources2017-01-31$1,000,249
Total dividends received (eg from common stock, registered investment company shares)2017-01-31$535,699
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-01-31$268,024
Administrative expenses professional fees incurred2017-01-31$157,032
Was this plan covered by a fidelity bond2017-01-31Yes
Value of fidelity bond cover2017-01-31$1,700,000
Were there any nonexempt tranactions with any party-in-interest2017-01-31No
Contributions received from participants2017-01-31$3,852,523
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-01-31$245,161
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-01-31$334,292
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-01-31$790,811
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-01-31$53,980
Administrative expenses (other) incurred2017-01-31$1,113,143
Liabilities. Value of operating payables at end of year2017-01-31$1,003,217
Liabilities. Value of operating payables at beginning of year2017-01-31$1,001,387
Total non interest bearing cash at end of year2017-01-31$1,400,282
Total non interest bearing cash at beginning of year2017-01-31$1,843,207
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-01-31No
Value of net income/loss2017-01-31$5,928,007
Value of net assets at end of year (total assets less liabilities)2017-01-31$33,011,634
Value of net assets at beginning of year (total assets less liabilities)2017-01-31$27,083,627
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-01-31No
Were any leases to which the plan was party in default or uncollectible2017-01-31No
Investment advisory and management fees2017-01-31$80,281
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-01-31$7,914,738
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-01-31$5,835,163
Income. Interest from US Government securities2017-01-31$449,833
Income. Interest from corporate debt instruments2017-01-31$548,247
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-01-31$1,178,283
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-01-31$1,482,694
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-01-31$1,482,694
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-01-31$2,169
Expenses. Payments to insurance carriers foe the provision of benefits2017-01-31$24,572,191
Asset value of US Government securities at end of year2017-01-31$19,338,301
Asset value of US Government securities at beginning of year2017-01-31$13,538,767
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-01-31$1,311,550
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-01-31Yes
Was there a failure to transmit to the plan any participant contributions2017-01-31No
Has the plan failed to provide any benefit when due under the plan2017-01-31No
Contributions received in cash from employer2017-01-31$38,508,171
Employer contributions (assets) at end of year2017-01-31$3,883,881
Employer contributions (assets) at beginning of year2017-01-31$4,159,840
Income. Dividends from common stock2017-01-31$267,675
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-01-31$14,747,811
Asset. Corporate debt instrument preferred debt at end of year2017-01-31$11,385,402
Asset. Corporate debt instrument preferred debt at beginning of year2017-01-31$12,366,030
Assets. Corporate common stocks other than exployer securities at end of year2017-01-31$7,401,855
Assets. Corporate common stocks other than exployer securities at beginning of year2017-01-31$5,203,919
Liabilities. Value of benefit claims payable at end of year2017-01-31$18,065,089
Liabilities. Value of benefit claims payable at beginning of year2017-01-31$16,752,679
Assets. Value of buildings and other operty used in plan operation at end of year2017-01-31$122,848
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-01-31$127,761
Did the plan have assets held for investment2017-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-01-31No
Aggregate proceeds on sale of assets2017-01-31$29,729,022
Aggregate carrying amount (costs) on sale of assets2017-01-31$29,594,526
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-01-31No
Opinion of an independent qualified public accountant for this plan2017-01-31Unqualified
Accountancy firm name2017-01-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2017-01-31952036255
2016 : ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND FOR SAN FRANCISCO 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-01-31$-1,008,252
Total unrealized appreciation/depreciation of assets2016-01-31$-1,008,252
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-01-31$17,808,046
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-01-31$17,001,083
Total income from all sources (including contributions)2016-01-31$41,670,781
Total loss/gain on sale of assets2016-01-31$-110,638
Total of all expenses incurred2016-01-31$38,934,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-01-31$37,529,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-01-31$42,710,907
Value of total assets at end of year2016-01-31$44,891,673
Value of total assets at beginning of year2016-01-31$41,348,824
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-01-31$1,405,782
Total interest from all sources2016-01-31$951,387
Total dividends received (eg from common stock, registered investment company shares)2016-01-31$248,625
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-01-31$119,006
Administrative expenses professional fees incurred2016-01-31$132,202
Was this plan covered by a fidelity bond2016-01-31Yes
Value of fidelity bond cover2016-01-31$1,700,000
Were there any nonexempt tranactions with any party-in-interest2016-01-31No
Contributions received from participants2016-01-31$3,669,458
Participant contributions at end of year2016-01-31$0
Participant contributions at beginning of year2016-01-31$300
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-01-31$334,292
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-01-31$216,977
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-01-31$53,980
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-01-31$746,805
Administrative expenses (other) incurred2016-01-31$1,200,197
Liabilities. Value of operating payables at end of year2016-01-31$1,001,387
Liabilities. Value of operating payables at beginning of year2016-01-31$740,008
Total non interest bearing cash at end of year2016-01-31$1,843,207
Total non interest bearing cash at beginning of year2016-01-31$1,612,993
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-01-31No
Value of net income/loss2016-01-31$2,735,886
Value of net assets at end of year (total assets less liabilities)2016-01-31$27,083,627
Value of net assets at beginning of year (total assets less liabilities)2016-01-31$24,347,741
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-01-31No
Were any leases to which the plan was party in default or uncollectible2016-01-31No
Investment advisory and management fees2016-01-31$73,383
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-01-31$5,835,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-01-31$5,037,725
Income. Interest from US Government securities2016-01-31$421,903
Income. Interest from corporate debt instruments2016-01-31$529,356
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-01-31$1,482,694
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-01-31$1,564,863
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-01-31$1,564,863
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-01-31$128
Expenses. Payments to insurance carriers foe the provision of benefits2016-01-31$23,483,578
Asset value of US Government securities at end of year2016-01-31$13,538,767
Asset value of US Government securities at beginning of year2016-01-31$14,285,241
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-01-31$-1,121,248
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-01-31Yes
Was there a failure to transmit to the plan any participant contributions2016-01-31No
Has the plan failed to provide any benefit when due under the plan2016-01-31No
Contributions received in cash from employer2016-01-31$39,041,449
Employer contributions (assets) at end of year2016-01-31$4,159,840
Employer contributions (assets) at beginning of year2016-01-31$3,390,030
Income. Dividends from common stock2016-01-31$129,619
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-01-31$14,045,535
Asset. Corporate debt instrument preferred debt at end of year2016-01-31$12,366,030
Asset. Corporate debt instrument preferred debt at beginning of year2016-01-31$9,691,336
Assets. Corporate common stocks other than exployer securities at end of year2016-01-31$5,203,919
Assets. Corporate common stocks other than exployer securities at beginning of year2016-01-31$5,436,248
Liabilities. Value of benefit claims payable at end of year2016-01-31$16,752,679
Liabilities. Value of benefit claims payable at beginning of year2016-01-31$15,514,270
Assets. Value of buildings and other operty used in plan operation at end of year2016-01-31$127,761
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-01-31$113,111
Did the plan have assets held for investment2016-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-01-31No
Aggregate proceeds on sale of assets2016-01-31$26,100,526
Aggregate carrying amount (costs) on sale of assets2016-01-31$26,211,164
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-01-31No
Opinion of an independent qualified public accountant for this plan2016-01-31Unqualified
Accountancy firm name2016-01-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2016-01-31952036255
2015 : ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND FOR SAN FRANCISCO 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-01-31$54,416
Total unrealized appreciation/depreciation of assets2015-01-31$54,416
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-01-31$17,001,083
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-01-31$15,916,556
Total income from all sources (including contributions)2015-01-31$40,941,605
Total loss/gain on sale of assets2015-01-31$396,632
Total of all expenses incurred2015-01-31$36,511,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-01-31$35,261,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-01-31$39,325,681
Value of total assets at end of year2015-01-31$41,348,824
Value of total assets at beginning of year2015-01-31$35,834,352
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-01-31$1,249,694
Total interest from all sources2015-01-31$844,772
Total dividends received (eg from common stock, registered investment company shares)2015-01-31$251,084
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-01-31$116,769
Administrative expenses professional fees incurred2015-01-31$121,412
Was this plan covered by a fidelity bond2015-01-31Yes
Value of fidelity bond cover2015-01-31$1,700,000
Were there any nonexempt tranactions with any party-in-interest2015-01-31No
Contributions received from participants2015-01-31$3,783,466
Participant contributions at end of year2015-01-31$300
Participant contributions at beginning of year2015-01-31$-32,237
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-01-31$216,977
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-01-31$882,141
Administrative expenses (other) incurred2015-01-31$1,057,032
Liabilities. Value of operating payables at end of year2015-01-31$1,486,813
Liabilities. Value of operating payables at beginning of year2015-01-31$988,134
Total non interest bearing cash at end of year2015-01-31$1,612,993
Total non interest bearing cash at beginning of year2015-01-31$880,145
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-01-31No
Value of net income/loss2015-01-31$4,429,945
Value of net assets at end of year (total assets less liabilities)2015-01-31$24,347,741
Value of net assets at beginning of year (total assets less liabilities)2015-01-31$19,917,796
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-01-31No
Were any leases to which the plan was party in default or uncollectible2015-01-31No
Investment advisory and management fees2015-01-31$71,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-01-31$5,037,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-01-31$4,854,333
Income. Interest from US Government securities2015-01-31$400,528
Income. Interest from corporate debt instruments2015-01-31$444,106
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-01-31$1,564,863
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-01-31$1,323,704
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-01-31$1,323,704
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-01-31$138
Expenses. Payments to insurance carriers foe the provision of benefits2015-01-31$21,401,839
Asset value of US Government securities at end of year2015-01-31$14,285,241
Asset value of US Government securities at beginning of year2015-01-31$11,355,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-01-31$69,020
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-01-31Yes
Was there a failure to transmit to the plan any participant contributions2015-01-31No
Has the plan failed to provide any benefit when due under the plan2015-01-31No
Contributions received in cash from employer2015-01-31$35,542,215
Employer contributions (assets) at end of year2015-01-31$3,390,030
Employer contributions (assets) at beginning of year2015-01-31$3,353,657
Income. Dividends from common stock2015-01-31$134,315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-01-31$13,860,127
Asset. Corporate debt instrument preferred debt at end of year2015-01-31$9,691,336
Asset. Corporate debt instrument preferred debt at beginning of year2015-01-31$8,101,855
Assets. Corporate common stocks other than exployer securities at end of year2015-01-31$5,436,248
Assets. Corporate common stocks other than exployer securities at beginning of year2015-01-31$5,012,142
Liabilities. Value of benefit claims payable at end of year2015-01-31$15,514,270
Liabilities. Value of benefit claims payable at beginning of year2015-01-31$14,928,422
Assets. Value of buildings and other operty used in plan operation at end of year2015-01-31$113,111
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-01-31$103,509
Did the plan have assets held for investment2015-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-01-31No
Aggregate proceeds on sale of assets2015-01-31$21,904,700
Aggregate carrying amount (costs) on sale of assets2015-01-31$21,508,068
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-01-31No
Opinion of an independent qualified public accountant for this plan2015-01-31Unqualified
Accountancy firm name2015-01-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2015-01-31952036255
2014 : ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND FOR SAN FRANCISCO 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-01-31$441,709
Total unrealized appreciation/depreciation of assets2014-01-31$441,709
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-01-31$15,916,556
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-01-31$11,411,563
Total income from all sources (including contributions)2014-01-31$37,277,179
Total loss/gain on sale of assets2014-01-31$274,162
Total of all expenses incurred2014-01-31$36,713,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-01-31$35,385,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-01-31$35,031,911
Value of total assets at end of year2014-01-31$35,834,352
Value of total assets at beginning of year2014-01-31$30,765,697
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-01-31$1,328,344
Total interest from all sources2014-01-31$765,162
Total dividends received (eg from common stock, registered investment company shares)2014-01-31$181,479
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-01-31$80,608
Administrative expenses professional fees incurred2014-01-31$163,350
Was this plan covered by a fidelity bond2014-01-31Yes
Value of fidelity bond cover2014-01-31$1,700,000
Were there any nonexempt tranactions with any party-in-interest2014-01-31No
Contributions received from participants2014-01-31$3,672,413
Participant contributions at end of year2014-01-31$-32,237
Participant contributions at beginning of year2014-01-31$16,524
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-01-31$882,141
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-01-31$765,022
Administrative expenses (other) incurred2014-01-31$1,104,944
Liabilities. Value of operating payables at end of year2014-01-31$988,134
Liabilities. Value of operating payables at beginning of year2014-01-31$497,144
Total non interest bearing cash at end of year2014-01-31$880,145
Total non interest bearing cash at beginning of year2014-01-31$990,495
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-01-31No
Value of net income/loss2014-01-31$563,662
Value of net assets at end of year (total assets less liabilities)2014-01-31$19,917,796
Value of net assets at beginning of year (total assets less liabilities)2014-01-31$19,354,134
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-01-31No
Were any leases to which the plan was party in default or uncollectible2014-01-31No
Investment advisory and management fees2014-01-31$60,050
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-01-31$4,854,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-01-31$4,515,969
Income. Interest from US Government securities2014-01-31$348,383
Income. Interest from corporate debt instruments2014-01-31$416,658
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-01-31$1,323,704
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-01-31$1,399,239
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-01-31$1,399,239
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-01-31$121
Expenses. Payments to insurance carriers foe the provision of benefits2014-01-31$20,169,549
Asset value of US Government securities at end of year2014-01-31$11,355,103
Asset value of US Government securities at beginning of year2014-01-31$8,882,191
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-01-31$582,756
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-01-31Yes
Was there a failure to transmit to the plan any participant contributions2014-01-31No
Has the plan failed to provide any benefit when due under the plan2014-01-31No
Contributions received in cash from employer2014-01-31$31,359,498
Employer contributions (assets) at end of year2014-01-31$3,353,657
Employer contributions (assets) at beginning of year2014-01-31$2,439,724
Income. Dividends from common stock2014-01-31$100,871
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-01-31$15,215,624
Asset. Corporate debt instrument preferred debt at end of year2014-01-31$8,101,855
Asset. Corporate debt instrument preferred debt at beginning of year2014-01-31$7,573,353
Assets. Corporate common stocks other than exployer securities at end of year2014-01-31$5,012,142
Assets. Corporate common stocks other than exployer securities at beginning of year2014-01-31$4,082,083
Liabilities. Value of benefit claims payable at end of year2014-01-31$14,928,422
Liabilities. Value of benefit claims payable at beginning of year2014-01-31$10,914,419
Assets. Value of buildings and other operty used in plan operation at end of year2014-01-31$103,509
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-01-31$101,097
Did the plan have assets held for investment2014-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-01-31No
Aggregate proceeds on sale of assets2014-01-31$30,071,062
Aggregate carrying amount (costs) on sale of assets2014-01-31$29,796,900
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-01-31No
Opinion of an independent qualified public accountant for this plan2014-01-31Unqualified
Accountancy firm name2014-01-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2014-01-31952036255
2013 : ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND FOR SAN FRANCISCO 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-01-31$641,182
Total unrealized appreciation/depreciation of assets2013-01-31$641,182
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-01-31$11,411,563
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-01-31$9,501,276
Total income from all sources (including contributions)2013-01-31$32,407,278
Total loss/gain on sale of assets2013-01-31$209,184
Total of all expenses incurred2013-01-31$30,166,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-01-31$28,811,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-01-31$29,976,548
Value of total assets at end of year2013-01-31$30,765,697
Value of total assets at beginning of year2013-01-31$26,614,940
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-01-31$1,355,708
Total interest from all sources2013-01-31$717,247
Total dividends received (eg from common stock, registered investment company shares)2013-01-31$188,623
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-01-31$90,770
Administrative expenses professional fees incurred2013-01-31$187,410
Was this plan covered by a fidelity bond2013-01-31Yes
Value of fidelity bond cover2013-01-31$1,700,000
Were there any nonexempt tranactions with any party-in-interest2013-01-31No
Contributions received from participants2013-01-31$3,520,629
Participant contributions at end of year2013-01-31$16,524
Participant contributions at beginning of year2013-01-31$31,280
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-01-31$765,022
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-01-31$1,138,158
Administrative expenses (other) incurred2013-01-31$1,113,270
Liabilities. Value of operating payables at end of year2013-01-31$497,144
Liabilities. Value of operating payables at beginning of year2013-01-31$273,336
Total non interest bearing cash at end of year2013-01-31$990,495
Total non interest bearing cash at beginning of year2013-01-31$809,565
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-01-31No
Value of net income/loss2013-01-31$2,240,470
Value of net assets at end of year (total assets less liabilities)2013-01-31$19,354,134
Value of net assets at beginning of year (total assets less liabilities)2013-01-31$17,113,664
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-01-31No
Were any leases to which the plan was party in default or uncollectible2013-01-31No
Investment advisory and management fees2013-01-31$55,028
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-01-31$4,515,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-01-31$3,500,685
Income. Interest from US Government securities2013-01-31$326,801
Income. Interest from corporate debt instruments2013-01-31$390,372
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-01-31$1,399,239
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-01-31$1,255,323
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-01-31$1,255,323
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-01-31$74
Expenses. Payments to insurance carriers foe the provision of benefits2013-01-31$18,124,404
Asset value of US Government securities at end of year2013-01-31$8,882,191
Asset value of US Government securities at beginning of year2013-01-31$7,038,519
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-01-31$674,494
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-01-31Yes
Was there a failure to transmit to the plan any participant contributions2013-01-31No
Has the plan failed to provide any benefit when due under the plan2013-01-31No
Contributions received in cash from employer2013-01-31$26,455,919
Employer contributions (assets) at end of year2013-01-31$2,439,724
Employer contributions (assets) at beginning of year2013-01-31$1,872,450
Income. Dividends from common stock2013-01-31$97,853
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-01-31$10,686,696
Asset. Corporate debt instrument preferred debt at end of year2013-01-31$7,573,353
Asset. Corporate debt instrument preferred debt at beginning of year2013-01-31$7,106,903
Assets. Corporate common stocks other than exployer securities at end of year2013-01-31$4,082,083
Assets. Corporate common stocks other than exployer securities at beginning of year2013-01-31$3,774,504
Liabilities. Value of benefit claims payable at end of year2013-01-31$10,914,419
Liabilities. Value of benefit claims payable at beginning of year2013-01-31$9,227,940
Assets. Value of buildings and other operty used in plan operation at end of year2013-01-31$101,097
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-01-31$87,553
Did the plan have assets held for investment2013-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-01-31No
Aggregate proceeds on sale of assets2013-01-31$21,238,999
Aggregate carrying amount (costs) on sale of assets2013-01-31$21,029,815
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-01-31No
Opinion of an independent qualified public accountant for this plan2013-01-31Unqualified
Accountancy firm name2013-01-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2013-01-31952036255
2012 : ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND FOR SAN FRANCISCO 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-01-31$-268,550
Total unrealized appreciation/depreciation of assets2012-01-31$-268,550
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-01-31$9,501,276
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-01-31$8,684,531
Total income from all sources (including contributions)2012-01-31$24,062,665
Total loss/gain on sale of assets2012-01-31$350,336
Total of all expenses incurred2012-01-31$27,046,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-01-31$25,860,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-01-31$23,519,539
Value of total assets at end of year2012-01-31$26,614,940
Value of total assets at beginning of year2012-01-31$28,781,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-01-31$1,185,180
Total interest from all sources2012-01-31$805,469
Total dividends received (eg from common stock, registered investment company shares)2012-01-31$170,710
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-01-31$84,257
Administrative expenses professional fees incurred2012-01-31$187,423
Was this plan covered by a fidelity bond2012-01-31Yes
Value of fidelity bond cover2012-01-31$1,700,000
Were there any nonexempt tranactions with any party-in-interest2012-01-31No
Contributions received from participants2012-01-31$3,882,295
Participant contributions at end of year2012-01-31$31,280
Participant contributions at beginning of year2012-01-31$82,644
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-01-31$1,138,158
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-01-31$606,781
Administrative expenses (other) incurred2012-01-31$943,510
Liabilities. Value of operating payables at end of year2012-01-31$273,336
Liabilities. Value of operating payables at beginning of year2012-01-31$587,799
Total non interest bearing cash at end of year2012-01-31$809,565
Total non interest bearing cash at beginning of year2012-01-31$774,741
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-01-31No
Value of net income/loss2012-01-31$-2,983,397
Value of net assets at end of year (total assets less liabilities)2012-01-31$17,113,664
Value of net assets at beginning of year (total assets less liabilities)2012-01-31$20,097,061
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-01-31No
Were any leases to which the plan was party in default or uncollectible2012-01-31No
Investment advisory and management fees2012-01-31$54,247
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-01-31$3,500,685
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-01-31$4,307,273
Income. Interest from US Government securities2012-01-31$379,543
Income. Interest from corporate debt instruments2012-01-31$425,830
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-01-31$1,255,323
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-01-31$960,232
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-01-31$960,232
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-01-31$96
Expenses. Payments to insurance carriers foe the provision of benefits2012-01-31$14,559,625
Asset value of US Government securities at end of year2012-01-31$7,038,519
Asset value of US Government securities at beginning of year2012-01-31$8,411,020
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-01-31$-514,839
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-01-31Yes
Was there a failure to transmit to the plan any participant contributions2012-01-31No
Has the plan failed to provide any benefit when due under the plan2012-01-31No
Contributions received in cash from employer2012-01-31$19,637,244
Employer contributions (assets) at end of year2012-01-31$1,872,450
Employer contributions (assets) at beginning of year2012-01-31$1,296,106
Income. Dividends from common stock2012-01-31$86,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-01-31$11,301,257
Asset. Corporate debt instrument preferred debt at end of year2012-01-31$7,106,903
Asset. Corporate debt instrument preferred debt at beginning of year2012-01-31$7,880,966
Assets. Corporate common stocks other than exployer securities at end of year2012-01-31$3,774,504
Assets. Corporate common stocks other than exployer securities at beginning of year2012-01-31$4,376,875
Liabilities. Value of benefit claims payable at end of year2012-01-31$9,227,940
Liabilities. Value of benefit claims payable at beginning of year2012-01-31$8,096,732
Assets. Value of buildings and other operty used in plan operation at end of year2012-01-31$87,553
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-01-31$84,954
Did the plan have assets held for investment2012-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-01-31No
Aggregate proceeds on sale of assets2012-01-31$17,264,407
Aggregate carrying amount (costs) on sale of assets2012-01-31$16,914,071
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-01-31No
Opinion of an independent qualified public accountant for this plan2012-01-31Unqualified
Accountancy firm name2012-01-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2012-01-31952036255
2011 : ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND FOR SAN FRANCISCO 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-01-31$638,896
Total unrealized appreciation/depreciation of assets2011-01-31$638,896
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-01-31$8,684,531
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-01-31$9,566,081
Total income from all sources (including contributions)2011-01-31$22,083,255
Total loss/gain on sale of assets2011-01-31$355,643
Total of all expenses incurred2011-01-31$23,423,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-01-31$22,397,773
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-01-31$19,250,263
Value of total assets at end of year2011-01-31$28,781,592
Value of total assets at beginning of year2011-01-31$31,003,296
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-01-31$1,025,636
Total interest from all sources2011-01-31$930,004
Total dividends received (eg from common stock, registered investment company shares)2011-01-31$204,001
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-01-31$61,296
Administrative expenses professional fees incurred2011-01-31$162,771
Was this plan covered by a fidelity bond2011-01-31Yes
Value of fidelity bond cover2011-01-31$1,700,000
Were there any nonexempt tranactions with any party-in-interest2011-01-31No
Contributions received from participants2011-01-31$3,752,522
Participant contributions at end of year2011-01-31$82,644
Participant contributions at beginning of year2011-01-31$41,969
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-01-31$606,781
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-01-31$736,730
Other income not declared elsewhere2011-01-31$41,127
Administrative expenses (other) incurred2011-01-31$806,526
Liabilities. Value of operating payables at end of year2011-01-31$587,799
Liabilities. Value of operating payables at beginning of year2011-01-31$164,117
Total non interest bearing cash at end of year2011-01-31$774,741
Total non interest bearing cash at beginning of year2011-01-31$176,415
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-31No
Value of net income/loss2011-01-31$-1,340,154
Value of net assets at end of year (total assets less liabilities)2011-01-31$20,097,061
Value of net assets at beginning of year (total assets less liabilities)2011-01-31$21,437,215
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-01-31No
Were any leases to which the plan was party in default or uncollectible2011-01-31No
Investment advisory and management fees2011-01-31$56,339
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-01-31$4,307,273
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-01-31$4,646,366
Income. Interest from US Government securities2011-01-31$437,426
Income. Interest from corporate debt instruments2011-01-31$492,410
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-01-31$960,232
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-01-31$469,494
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-01-31$469,494
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-01-31$168
Expenses. Payments to insurance carriers foe the provision of benefits2011-01-31$12,202,300
Asset value of US Government securities at end of year2011-01-31$8,411,020
Asset value of US Government securities at beginning of year2011-01-31$10,284,842
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-01-31$663,321
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-01-31Yes
Was there a failure to transmit to the plan any participant contributions2011-01-31No
Has the plan failed to provide any benefit when due under the plan2011-01-31No
Contributions received in cash from employer2011-01-31$15,497,741
Employer contributions (assets) at end of year2011-01-31$1,296,106
Employer contributions (assets) at beginning of year2011-01-31$1,315,167
Income. Dividends from common stock2011-01-31$142,705
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-01-31$10,195,473
Asset. Corporate debt instrument preferred debt at end of year2011-01-31$7,880,966
Asset. Corporate debt instrument preferred debt at beginning of year2011-01-31$8,405,626
Assets. Corporate common stocks other than exployer securities at end of year2011-01-31$4,376,875
Assets. Corporate common stocks other than exployer securities at beginning of year2011-01-31$4,845,207
Liabilities. Value of benefit claims payable at end of year2011-01-31$8,096,732
Liabilities. Value of benefit claims payable at beginning of year2011-01-31$9,401,964
Assets. Value of buildings and other operty used in plan operation at end of year2011-01-31$84,954
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-01-31$81,480
Did the plan have assets held for investment2011-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-01-31No
Aggregate proceeds on sale of assets2011-01-31$16,768,141
Aggregate carrying amount (costs) on sale of assets2011-01-31$16,412,498
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-01-31No
Opinion of an independent qualified public accountant for this plan2011-01-31Unqualified
Accountancy firm name2011-01-31MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN2011-01-31952036255

Form 5500 Responses for ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND FOR SAN FRANCISCO

2022: ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND FOR SAN FRANCISCO 2022 form 5500 responses
2022-02-01Type of plan entityMulti-employer plan
2022-02-01Plan is a collectively bargained planYes
2022-02-01Plan funding arrangement – TrustYes
2022-02-01Plan benefit arrangement – InsuranceYes
2022-02-01Plan benefit arrangement - TrustYes
2021: ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND FOR SAN FRANCISCO 2021 form 5500 responses
2021-02-01Type of plan entityMulti-employer plan
2021-02-01Plan is a collectively bargained planYes
2021-02-01Plan funding arrangement – TrustYes
2021-02-01Plan benefit arrangement – InsuranceYes
2021-02-01Plan benefit arrangement - TrustYes
2020: ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND FOR SAN FRANCISCO 2020 form 5500 responses
2020-02-01Type of plan entityMulti-employer plan
2020-02-01Plan is a collectively bargained planYes
2020-02-01Plan funding arrangement – TrustYes
2020-02-01Plan benefit arrangement – InsuranceYes
2020-02-01Plan benefit arrangement - TrustYes
2019: ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND FOR SAN FRANCISCO 2019 form 5500 responses
2019-02-01Type of plan entityMulti-employer plan
2019-02-01Plan is a collectively bargained planYes
2019-02-01Plan funding arrangement – TrustYes
2019-02-01Plan benefit arrangement – InsuranceYes
2019-02-01Plan benefit arrangement - TrustYes
2018: ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND FOR SAN FRANCISCO 2018 form 5500 responses
2018-02-01Type of plan entityMulti-employer plan
2018-02-01Submission has been amendedNo
2018-02-01This submission is the final filingNo
2018-02-01This return/report is a short plan year return/report (less than 12 months)No
2018-02-01Plan is a collectively bargained planYes
2018-02-01Plan funding arrangement – TrustYes
2018-02-01Plan benefit arrangement – InsuranceYes
2018-02-01Plan benefit arrangement - TrustYes
2017: ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND FOR SAN FRANCISCO 2017 form 5500 responses
2017-02-01Type of plan entityMulti-employer plan
2017-02-01Submission has been amendedNo
2017-02-01This submission is the final filingNo
2017-02-01This return/report is a short plan year return/report (less than 12 months)No
2017-02-01Plan is a collectively bargained planYes
2017-02-01Plan funding arrangement – TrustYes
2017-02-01Plan benefit arrangement – InsuranceYes
2017-02-01Plan benefit arrangement - TrustYes
2016: ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND FOR SAN FRANCISCO 2016 form 5500 responses
2016-02-01Type of plan entityMulti-employer plan
2016-02-01Submission has been amendedNo
2016-02-01This submission is the final filingNo
2016-02-01This return/report is a short plan year return/report (less than 12 months)No
2016-02-01Plan is a collectively bargained planYes
2016-02-01Plan funding arrangement – TrustYes
2016-02-01Plan benefit arrangement – InsuranceYes
2016-02-01Plan benefit arrangement - TrustYes
2015: ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND FOR SAN FRANCISCO 2015 form 5500 responses
2015-02-01Type of plan entityMulti-employer plan
2015-02-01Submission has been amendedNo
2015-02-01This submission is the final filingNo
2015-02-01This return/report is a short plan year return/report (less than 12 months)No
2015-02-01Plan is a collectively bargained planYes
2015-02-01Plan funding arrangement – TrustYes
2015-02-01Plan benefit arrangement – InsuranceYes
2015-02-01Plan benefit arrangement - TrustYes
2014: ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND FOR SAN FRANCISCO 2014 form 5500 responses
2014-02-01Type of plan entityMulti-employer plan
2014-02-01Plan is a collectively bargained planYes
2014-02-01Plan funding arrangement – TrustYes
2014-02-01Plan benefit arrangement – InsuranceYes
2014-02-01Plan benefit arrangement - TrustYes
2013: ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND FOR SAN FRANCISCO 2013 form 5500 responses
2013-02-01Type of plan entityMulti-employer plan
2013-02-01Plan is a collectively bargained planYes
2013-02-01Plan funding arrangement – TrustYes
2013-02-01Plan benefit arrangement – InsuranceYes
2013-02-01Plan benefit arrangement - TrustYes
2012: ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND FOR SAN FRANCISCO 2012 form 5500 responses
2012-02-01Type of plan entityMulti-employer plan
2012-02-01Plan is a collectively bargained planYes
2012-02-01Plan funding arrangement – TrustYes
2012-02-01Plan benefit arrangement – InsuranceYes
2012-02-01Plan benefit arrangement - TrustYes
2011: ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND FOR SAN FRANCISCO 2011 form 5500 responses
2011-02-01Type of plan entityMulti-employer plan
2011-02-01Plan is a collectively bargained planYes
2011-02-01Plan funding arrangement – TrustYes
2011-02-01Plan benefit arrangement – InsuranceYes
2011-02-01Plan benefit arrangement - TrustYes
2010: ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND FOR SAN FRANCISCO 2010 form 5500 responses
2010-02-01Type of plan entityMulti-employer plan
2010-02-01Plan is a collectively bargained planYes
2010-02-01Plan funding arrangement – TrustYes
2010-02-01Plan benefit arrangement – InsuranceYes
2010-02-01Plan benefit arrangement - TrustYes
2009: ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND FOR SAN FRANCISCO 2009 form 5500 responses
2009-02-01Type of plan entityMulti-employer plan
2009-02-01Plan is a collectively bargained planYes
2009-02-01Plan funding arrangement – TrustYes
2009-02-01Plan benefit arrangement – InsuranceYes
2009-02-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12140808
Policy instance 5
Insurance contract or identification number12140808
Number of Individuals Covered2337
Insurance policy start date2021-03-01
Insurance policy end date2022-02-28
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )
Policy contract numberW0051514
Policy instance 4
Insurance contract or identification numberW0051514
Number of Individuals Covered1214
Insurance policy start date2022-02-01
Insurance policy end date2023-01-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $11,411,552
BLUE SHIELD OF CALIFORNIA LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61557 )
Policy contract numberW0051653
Policy instance 3
Insurance contract or identification numberW0051653
Number of Individuals Covered935
Insurance policy start date2022-02-01
Insurance policy end date2023-01-31
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $2,682,297
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 number770
Policy instance 2
Insurance contract or identification number770
Number of Individuals Covered381
Insurance policy start date2021-08-01
Insurance policy end date2022-07-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $591,115
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 number77
Policy instance 1
Insurance contract or identification number77
Number of Individuals Covered2058
Insurance policy start date2021-08-01
Insurance policy end date2022-07-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $15,329,130
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 number77
Policy instance 1
Insurance contract or identification number77
Number of Individuals Covered2387
Insurance policy start date2020-08-01
Insurance policy end date2021-07-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $12,188,088
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE SHIELD OF CALIFORNIA LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61557 )
Policy contract numberW0051653
Policy instance 3
Insurance contract or identification numberW0051653
Number of Individuals Covered953
Insurance policy start date2021-02-01
Insurance policy end date2022-01-31
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $2,419,469
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 number770
Policy instance 2
Insurance contract or identification number770
Number of Individuals Covered367
Insurance policy start date2020-08-01
Insurance policy end date2021-07-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,333,243
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )
Policy contract numberW0051514
Policy instance 4
Insurance contract or identification numberW0051514
Number of Individuals Covered1266
Insurance policy start date2021-02-01
Insurance policy end date2022-01-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $11,464,017
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 number77
Policy instance 1
Insurance contract or identification number77
Number of Individuals Covered2572
Insurance policy start date2019-08-01
Insurance policy end date2020-07-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $14,137,892
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 number770
Policy instance 2
Insurance contract or identification number770
Number of Individuals Covered359
Insurance policy start date2019-08-01
Insurance policy end date2020-07-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,802,947
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE SHIELD OF CALIFORNIA LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61557 )
Policy contract numberW0051653
Policy instance 3
Insurance contract or identification numberW0051653
Number of Individuals Covered1082
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $2,276,828
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )
Policy contract numberW0051514
Policy instance 4
Insurance contract or identification numberW0051514
Number of Individuals Covered1410
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $12,315,599
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )
Policy contract numberW0051514
Policy instance 4
Insurance contract or identification numberW0051514
Number of Individuals Covered1479
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $16,275,315
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE SHIELD OF CALIFORNIA LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61557 )
Policy contract numberW0051653
Policy instance 3
Insurance contract or identification numberW0051653
Number of Individuals Covered1094
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Welfare Benefit Premiums Paid to CarrierUSD $1,865,738
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 number770
Policy instance 2
Insurance contract or identification number770
Number of Individuals Covered356
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,027,611
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 number77
Policy instance 1
Insurance contract or identification number77
Number of Individuals Covered2460
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $14,159,540
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )
Policy contract numberW0051514
Policy instance 1
Insurance contract or identification numberW0051514
Number of Individuals Covered1436
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $15,729,883
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 number77
Policy instance 2
Insurance contract or identification number77
Number of Individuals Covered2309
Insurance policy start date2017-08-01
Insurance policy end date2018-07-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $12,052,135
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE SHIELD OF CALIFORNIA LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61557 )
Policy contract numberW0051653
Policy instance 4
Insurance contract or identification numberW0051653
Number of Individuals Covered1059
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Welfare Benefit Premiums Paid to CarrierUSD $2,484,151
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 number770
Policy instance 3
Insurance contract or identification number770
Number of Individuals Covered358
Insurance policy start date2017-08-01
Insurance policy end date2018-07-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,255,582
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 number770
Policy instance 4
Insurance contract or identification number770
Number of Individuals Covered359
Insurance policy start date2016-08-01
Insurance policy end date2017-07-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,871,765
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 number77
Policy instance 2
Insurance contract or identification number77
Number of Individuals Covered2175
Insurance policy start date2016-08-01
Insurance policy end date2017-07-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,291,219
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )
Policy contract numberW0051514
Policy instance 3
Insurance contract or identification numberW0051514
Number of Individuals Covered1397
Insurance policy start date2017-02-01
Insurance policy end date2018-01-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,805,259
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE SHIELD OF CALIFORNIA LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61557 )
Policy contract numberW0051653
Policy instance 1
Insurance contract or identification numberW0051653
Number of Individuals Covered1867
Insurance policy start date2017-02-01
Insurance policy end date2018-01-31
Welfare Benefit Premiums Paid to CarrierUSD $1,365,158
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE SHIELD OF CALIFORNIA LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61557 )
Policy contract number970280;W0051653
Policy instance 5
Insurance contract or identification number970280;W0051653
Number of Individuals Covered1007
Insurance policy start date2015-02-01
Insurance policy end date2016-01-31
Welfare Benefit Premiums Paid to CarrierUSD $765,598
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 number12140808
Policy instance 4
Insurance contract or identification number12140808
Number of Individuals Covered2398
Insurance policy start date2014-03-01
Insurance policy end date2015-02-28
Vision Insurance Welfare BenefitYes
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 number77
Policy instance 3
Insurance contract or identification number77
Number of Individuals Covered1944
Insurance policy start date2014-08-01
Insurance policy end date2015-07-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,060,698
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )
Policy contract numberW0051514;H11852
Policy instance 2
Insurance contract or identification numberW0051514;H11852
Number of Individuals Covered1402
Insurance policy start date2015-02-01
Insurance policy end date2016-01-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,637,282
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 number770
Policy instance 1
Insurance contract or identification number770
Number of Individuals Covered335
Insurance policy start date2014-08-01
Insurance policy end date2015-07-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,020,940
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 number12140808
Policy instance 4
Insurance contract or identification number12140808
Number of Individuals Covered2212
Insurance policy start date2013-03-01
Insurance policy end date2014-02-28
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE SHIELD OF CALIFORNIA LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61557 )
Policy contract number970280
Policy instance 3
Insurance contract or identification number970280
Number of Individuals Covered968
Insurance policy start date2014-02-01
Insurance policy end date2015-01-31
Welfare Benefit Premiums Paid to CarrierUSD $670,253
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 number770
Policy instance 2
Insurance contract or identification number770
Number of Individuals Covered340
Insurance policy start date2013-08-01
Insurance policy end date2014-07-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,900,208
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 number77
Policy instance 1
Insurance contract or identification number77
Number of Individuals Covered1853
Insurance policy start date2013-08-01
Insurance policy end date2014-07-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,332,294
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE SHIELD OF CALIFORNIA LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61557 )
Policy contract number970280
Policy instance 1
Insurance contract or identification number970280
Number of Individuals Covered939
Insurance policy start date2013-02-01
Insurance policy end date2014-01-31
Welfare Benefit Premiums Paid to CarrierUSD $607,555
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 number770
Policy instance 4
Insurance contract or identification number770
Number of Individuals Covered339
Insurance policy start date2012-08-01
Insurance policy end date2013-07-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,858,002
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 number12140808
Policy instance 3
Insurance contract or identification number12140808
Number of Individuals Covered2212
Insurance policy start date2011-03-01
Insurance policy end date2012-02-29
Vision Insurance Welfare BenefitYes
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 number77
Policy instance 2
Insurance contract or identification number77
Number of Individuals Covered1623
Insurance policy start date2012-08-01
Insurance policy end date2013-07-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,751,999
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 number77
Policy instance 1
Insurance contract or identification number77
Number of Individuals Covered1483
Insurance policy start date2011-08-01
Insurance policy end date2012-07-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,493,925
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE SHIELD OF CALIFORNIA LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61557 )
Policy contract number970280
Policy instance 2
Insurance contract or identification number970280
Number of Individuals Covered892
Insurance policy start date2012-02-01
Insurance policy end date2013-01-31
Welfare Benefit Premiums Paid to CarrierUSD $510,209
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number4874
Policy instance 6
Insurance contract or identification number4874
Number of Individuals Covered4972
Insurance policy start date2012-02-01
Insurance policy end date2013-01-31
Dental Insurance Welfare BenefitYes
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 number770
Policy instance 5
Insurance contract or identification number770
Number of Individuals Covered345
Insurance policy start date2011-08-01
Insurance policy end date2012-07-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,967,927
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 number12140808
Policy instance 4
Insurance contract or identification number12140808
Number of Individuals Covered1903
Insurance policy start date2011-03-01
Insurance policy end date2012-02-29
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )
Policy contract numberH11852
Policy instance 3
Insurance contract or identification numberH11852
Number of Individuals Covered1324
Insurance policy start date2012-02-01
Insurance policy end date2013-01-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,377,531
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED BEHAVIORAL HEALTH DBA OPTUM (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number10000807
Policy instance 4
Insurance contract or identification number10000807
Number of Individuals Covered1735
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Other welfare benefits providedMENTAL HEALTH
Welfare Benefit Premiums Paid to CarrierUSD $305,832
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberC9702
Policy instance 7
Insurance contract or identification numberC9702
Number of Individuals Covered838
Insurance policy start date2010-08-01
Insurance policy end date2011-07-31
Welfare Benefit Premiums Paid to CarrierUSD $545,116
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number4874
Policy instance 2
Insurance contract or identification number4874
Number of Individuals Covered1938
Insurance policy start date2011-02-01
Insurance policy end date2012-01-31
Dental Insurance Welfare BenefitYes
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 number770
Policy instance 6
Insurance contract or identification number770
Number of Individuals Covered353
Insurance policy start date2010-08-01
Insurance policy end date2011-07-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,808,599
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )
Policy contract numberH11852
Policy instance 5
Insurance contract or identification numberH11852
Number of Individuals Covered1203
Insurance policy start date2011-02-01
Insurance policy end date2012-01-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,807,617
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 number77
Policy instance 3
Insurance contract or identification number77
Number of Individuals Covered1171
Insurance policy start date2010-08-01
Insurance policy end date2011-07-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,841,550
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 number12140808
Policy instance 1
Insurance contract or identification number12140808
Number of Individuals Covered1799
Insurance policy start date2010-03-01
Insurance policy end date2011-02-28
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number4874
Policy instance 4
Insurance contract or identification number4874
Number of Individuals Covered1799
Insurance policy start date2010-02-01
Insurance policy end date2011-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12140808
Policy instance 3
Insurance contract or identification number12140808
Number of Individuals Covered1810
Insurance policy start date2009-03-01
Insurance policy end date2010-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number77
Policy instance 7
Insurance contract or identification number77
Number of Individuals Covered1310
Insurance policy start date2009-08-01
Insurance policy end date2010-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,167,651
CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )
Policy contract numberH11852
Policy instance 6
Insurance contract or identification numberH11852
Number of Individuals Covered1130
Insurance policy start date2010-02-01
Insurance policy end date2011-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,276,123
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number770
Policy instance 5
Insurance contract or identification number770
Number of Individuals Covered311
Insurance policy start date2009-08-01
Insurance policy end date2010-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,291,749
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberC9702
Policy instance 1
Insurance contract or identification numberC9702
Number of Individuals Covered843
Insurance policy start date2009-08-01
Insurance policy end date2010-08-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $691,079
U. S. BEHAVIORAL HEALTH PLAN, CALIFORNIA DBA OPTUMHEALTH (National Association of Insurance Commissioners NAIC id number: N/A )
Policy contract number10000807
Policy instance 2
Insurance contract or identification number10000807
Number of Individuals Covered1873
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedMENTAL HEALTH
Welfare Benefit Premiums Paid to CarrierUSD $462,480
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes

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