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IBEW LOCAL 595 HEALTH & WELFARE TRUST 401k Plan overview

Plan NameIBEW LOCAL 595 HEALTH & WELFARE TRUST
Plan identification number 501

IBEW LOCAL 595 HEALTH & WELFARE TRUST 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, IBEW LOCAL 595 HEALTH & WELFARE has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES, IBEW LOCAL 595 HEALTH & WELFARE
Employer identification number (EIN):946085740
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IBEW LOCAL 595 HEALTH & WELFARE TRUST

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
5012017-02-01MILLER KAPLAN ARASE LLP
5012017-02-01MILLER KAPLAN ARASE LLP
5012016-02-01MILLER KAPLAN ARASE LLP
5012015-02-01MILLER KAPLAN ARASE LLP MILLER KAPLAN ARASE LLP2016-11-07
5012014-02-01SANDY S GARCIA SANDY S GARCIA2015-11-07
5012013-02-01SANDY S. GARCIA SANDY S. GARCIA2014-11-12
5012012-02-01SANDY S. GARCIA SANDY S. GARCIA2013-11-13
5012011-02-01SANDY S. GARCIA SANDY S. GARCIA2012-11-13
5012009-02-01TIMOTHY CLEMEN

Plan Statistics for IBEW LOCAL 595 HEALTH & WELFARE TRUST

401k plan membership statisitcs for IBEW LOCAL 595 HEALTH & WELFARE TRUST

Measure Date Value
2022: IBEW LOCAL 595 HEALTH & WELFARE TRUST 2022 401k membership
Total participants, beginning-of-year2022-02-012,040
Total number of active participants reported on line 7a of the Form 55002022-02-011,426
Number of retired or separated participants receiving benefits2022-02-01638
Number of other retired or separated participants entitled to future benefits2022-02-010
Total of all active and inactive participants2022-02-012,064
Total participants2022-02-012,064
Number of employers contributing to the scheme2022-02-01198
2021: IBEW LOCAL 595 HEALTH & WELFARE TRUST 2021 401k membership
Total participants, beginning-of-year2021-02-012,057
Total number of active participants reported on line 7a of the Form 55002021-02-011,406
Number of retired or separated participants receiving benefits2021-02-01634
Number of other retired or separated participants entitled to future benefits2021-02-010
Total of all active and inactive participants2021-02-012,040
Total participants2021-02-012,040
Number of employers contributing to the scheme2021-02-01194
2020: IBEW LOCAL 595 HEALTH & WELFARE TRUST 2020 401k membership
Total participants, beginning-of-year2020-02-012,070
Total number of active participants reported on line 7a of the Form 55002020-02-011,498
Number of retired or separated participants receiving benefits2020-02-01559
Number of other retired or separated participants entitled to future benefits2020-02-010
Total of all active and inactive participants2020-02-012,057
Total participants2020-02-012,057
Number of employers contributing to the scheme2020-02-01179
2019: IBEW LOCAL 595 HEALTH & WELFARE TRUST 2019 401k membership
Total participants, beginning-of-year2019-02-011,974
Total number of active participants reported on line 7a of the Form 55002019-02-011,517
Number of retired or separated participants receiving benefits2019-02-01553
Number of other retired or separated participants entitled to future benefits2019-02-010
Total of all active and inactive participants2019-02-012,070
Total participants2019-02-012,070
Number of employers contributing to the scheme2019-02-01181
2018: IBEW LOCAL 595 HEALTH & WELFARE TRUST 2018 401k membership
Total participants, beginning-of-year2018-02-011,898
Total number of active participants reported on line 7a of the Form 55002018-02-011,423
Number of retired or separated participants receiving benefits2018-02-01551
Number of other retired or separated participants entitled to future benefits2018-02-010
Total of all active and inactive participants2018-02-011,974
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-02-010
Total participants2018-02-011,974
Number of participants with account balances2018-02-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-02-010
Number of employers contributing to the scheme2018-02-01184
2017: IBEW LOCAL 595 HEALTH & WELFARE TRUST 2017 401k membership
Total participants, beginning-of-year2017-02-011,788
Total number of active participants reported on line 7a of the Form 55002017-02-011,289
Number of retired or separated participants receiving benefits2017-02-01609
Number of other retired or separated participants entitled to future benefits2017-02-010
Total of all active and inactive participants2017-02-011,898
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-02-010
Total participants2017-02-011,898
Number of employers contributing to the scheme2017-02-01169
2016: IBEW LOCAL 595 HEALTH & WELFARE TRUST 2016 401k membership
Total participants, beginning-of-year2016-02-011,826
Total number of active participants reported on line 7a of the Form 55002016-02-011,197
Number of retired or separated participants receiving benefits2016-02-01591
Number of other retired or separated participants entitled to future benefits2016-02-010
Total of all active and inactive participants2016-02-011,788
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-02-010
Total participants2016-02-011,788
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 scheme2016-02-01236
2015: IBEW LOCAL 595 HEALTH & WELFARE TRUST 2015 401k membership
Total participants, beginning-of-year2015-02-011,797
Total number of active participants reported on line 7a of the Form 55002015-02-011,233
Number of retired or separated participants receiving benefits2015-02-01593
Total of all active and inactive participants2015-02-011,826
Total participants2015-02-011,826
Number of employers contributing to the scheme2015-02-01237
2014: IBEW LOCAL 595 HEALTH & WELFARE TRUST 2014 401k membership
Total participants, beginning-of-year2014-02-011,829
Total number of active participants reported on line 7a of the Form 55002014-02-011,176
Number of retired or separated participants receiving benefits2014-02-01621
Number of other retired or separated participants entitled to future benefits2014-02-010
Total of all active and inactive participants2014-02-011,797
Total participants2014-02-011,797
Number of employers contributing to the scheme2014-02-01240
2013: IBEW LOCAL 595 HEALTH & WELFARE TRUST 2013 401k membership
Total participants, beginning-of-year2013-02-011,849
Total number of active participants reported on line 7a of the Form 55002013-02-011,217
Number of retired or separated participants receiving benefits2013-02-01612
Total of all active and inactive participants2013-02-011,829
Total participants2013-02-011,829
Number of employers contributing to the scheme2013-02-01231
2012: IBEW LOCAL 595 HEALTH & WELFARE TRUST 2012 401k membership
Total participants, beginning-of-year2012-02-011,724
Total number of active participants reported on line 7a of the Form 55002012-02-011,220
Number of retired or separated participants receiving benefits2012-02-01629
Number of other retired or separated participants entitled to future benefits2012-02-010
Total of all active and inactive participants2012-02-011,849
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-02-010
Total participants2012-02-011,849
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 scheme2012-02-01237
2011: IBEW LOCAL 595 HEALTH & WELFARE TRUST 2011 401k membership
Total participants, beginning-of-year2011-02-011,703
Total number of active participants reported on line 7a of the Form 55002011-02-011,116
Number of retired or separated participants receiving benefits2011-02-01608
Number of other retired or separated participants entitled to future benefits2011-02-010
Total of all active and inactive participants2011-02-011,724
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-02-010
Total participants2011-02-011,724
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 scheme2011-02-01247
2009: IBEW LOCAL 595 HEALTH & WELFARE TRUST 2009 401k membership
Total participants, beginning-of-year2009-02-012,073
Total number of active participants reported on line 7a of the Form 55002009-02-011,228
Number of retired or separated participants receiving benefits2009-02-01642
Number of other retired or separated participants entitled to future benefits2009-02-010
Total of all active and inactive participants2009-02-011,870
Total participants2009-02-011,870
Number of employers contributing to the scheme2009-02-01224

Financial Data on IBEW LOCAL 595 HEALTH & WELFARE TRUST

Measure Date Value
2023 : IBEW LOCAL 595 HEALTH & WELFARE TRUST 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-01-31$-1,637,776
Total unrealized appreciation/depreciation of assets2023-01-31$-1,637,776
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-31$18,090,511
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-31$17,500,581
Total income from all sources (including contributions)2023-01-31$44,766,529
Total loss/gain on sale of assets2023-01-31$-1,292,665
Total of all expenses incurred2023-01-31$41,931,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-31$40,402,822
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-31$45,684,778
Value of total assets at end of year2023-01-31$74,774,734
Value of total assets at beginning of year2023-01-31$71,350,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-31$1,528,951
Total interest from all sources2023-01-31$2,002,709
Total dividends received (eg from common stock, registered investment company shares)2023-01-31$9,483
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$9,483
Administrative expenses professional fees incurred2023-01-31$139,086
Was this plan covered by a fidelity bond2023-01-31Yes
Value of fidelity bond cover2023-01-31$500,000
Were there any nonexempt tranactions with any party-in-interest2023-01-31No
Contributions received from participants2023-01-31$2,259,864
Assets. Other investments not covered elsewhere at end of year2023-01-31$6,044,822
Assets. Other investments not covered elsewhere at beginning of year2023-01-31$4,898,454
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-31$738,754
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-31$768,896
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-01-31$68,306
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-01-31$76,847
Administrative expenses (other) incurred2023-01-31$342,208
Liabilities. Value of operating payables at end of year2023-01-31$135,621
Liabilities. Value of operating payables at beginning of year2023-01-31$83,135
Total non interest bearing cash at end of year2023-01-31$7,093,218
Total non interest bearing cash at beginning of year2023-01-31$8,225,417
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$2,834,756
Value of net assets at end of year (total assets less liabilities)2023-01-31$56,684,223
Value of net assets at beginning of year (total assets less liabilities)2023-01-31$53,849,467
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
Assets. partnership/joint venture interests at end of year2023-01-31$6,338,737
Assets. partnership/joint venture interests at beginning of year2023-01-31$5,819,007
Investment advisory and management fees2023-01-31$167,853
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-31$567,331
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-31$392,069
Interest earned on other investments2023-01-31$481,045
Income. Interest from US Government securities2023-01-31$647,335
Income. Interest from corporate debt instruments2023-01-31$846,879
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-31$8,304,923
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-01-31$7,003,796
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-01-31$7,003,796
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-31$27,450
Expenses. Payments to insurance carriers foe the provision of benefits2023-01-31$34,673,317
Asset value of US Government securities at end of year2023-01-31$22,062,393
Asset value of US Government securities at beginning of year2023-01-31$20,536,050
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$43,424,914
Employer contributions (assets) at end of year2023-01-31$3,768,059
Employer contributions (assets) at beginning of year2023-01-31$4,303,084
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-31$5,729,505
Asset. Corporate debt instrument preferred debt at end of year2023-01-31$19,834,019
Asset. Corporate debt instrument preferred debt at beginning of year2023-01-31$19,384,715
Contract administrator fees2023-01-31$879,804
Liabilities. Value of benefit claims payable at end of year2023-01-31$17,886,584
Liabilities. Value of benefit claims payable at beginning of year2023-01-31$17,340,599
Assets. Value of buildings and other operty used in plan operation at end of year2023-01-31$22,478
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-01-31$18,560
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 appraiser2023-01-31Yes
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$32,139,732
Aggregate carrying amount (costs) on sale of assets2023-01-31$33,432,397
Opinion of an independent qualified public accountant for this plan2023-01-31Unqualified
Accountancy firm name2023-01-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2023-01-31952036255
2022 : IBEW LOCAL 595 HEALTH & WELFARE TRUST 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-01-31$-1,917,772
Total unrealized appreciation/depreciation of assets2022-01-31$-1,917,772
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-31$17,500,581
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-31$16,935,526
Total income from all sources (including contributions)2022-01-31$44,928,274
Total loss/gain on sale of assets2022-01-31$789,682
Total of all expenses incurred2022-01-31$41,877,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-31$40,475,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-31$44,446,662
Value of total assets at end of year2022-01-31$71,350,048
Value of total assets at beginning of year2022-01-31$67,733,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-31$1,401,589
Total interest from all sources2022-01-31$1,701,455
Total dividends received (eg from common stock, registered investment company shares)2022-01-31$132,774
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$115,144
Administrative expenses professional fees incurred2022-01-31$138,922
Was this plan covered by a fidelity bond2022-01-31Yes
Value of fidelity bond cover2022-01-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-01-31No
Contributions received from participants2022-01-31$2,230,126
Assets. Other investments not covered elsewhere at end of year2022-01-31$4,898,454
Assets. Other investments not covered elsewhere at beginning of year2022-01-31$3,240,438
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-31$768,896
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-31$260,910
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-01-31$76,847
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-01-31$126,766
Administrative expenses (other) incurred2022-01-31$253,177
Liabilities. Value of operating payables at end of year2022-01-31$83,135
Liabilities. Value of operating payables at beginning of year2022-01-31$89,510
Total non interest bearing cash at end of year2022-01-31$8,225,417
Total non interest bearing cash at beginning of year2022-01-31$7,701,168
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$3,051,240
Value of net assets at end of year (total assets less liabilities)2022-01-31$53,849,467
Value of net assets at beginning of year (total assets less liabilities)2022-01-31$50,798,227
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
Assets. partnership/joint venture interests at end of year2022-01-31$5,819,007
Assets. partnership/joint venture interests at beginning of year2022-01-31$5,128,250
Investment advisory and management fees2022-01-31$157,275
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-31$392,069
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-31$10,976,248
Interest earned on other investments2022-01-31$420,702
Income. Interest from US Government securities2022-01-31$574,101
Income. Interest from corporate debt instruments2022-01-31$685,640
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-31$7,003,796
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-01-31$5,010,602
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-01-31$5,010,602
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-31$21,012
Expenses. Payments to insurance carriers foe the provision of benefits2022-01-31$34,169,823
Asset value of US Government securities at end of year2022-01-31$20,536,050
Asset value of US Government securities at beginning of year2022-01-31$16,589,434
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-31$-224,527
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$42,216,536
Employer contributions (assets) at end of year2022-01-31$4,303,084
Employer contributions (assets) at beginning of year2022-01-31$3,665,060
Income. Dividends from common stock2022-01-31$17,630
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-31$6,305,622
Asset. Corporate debt instrument preferred debt at end of year2022-01-31$19,384,715
Asset. Corporate debt instrument preferred debt at beginning of year2022-01-31$12,346,598
Contract administrator fees2022-01-31$852,215
Assets. Corporate common stocks other than exployer securities at end of year2022-01-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-01-31$2,792,772
Liabilities. Value of benefit claims payable at end of year2022-01-31$17,340,599
Liabilities. Value of benefit claims payable at beginning of year2022-01-31$16,719,250
Assets. Value of buildings and other operty used in plan operation at end of year2022-01-31$18,560
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-01-31$22,273
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 appraiser2022-01-31Yes
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$35,559,282
Aggregate carrying amount (costs) on sale of assets2022-01-31$34,769,600
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 : IBEW LOCAL 595 HEALTH & WELFARE TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-01-31$492,950
Total unrealized appreciation/depreciation of assets2021-01-31$492,950
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-01-31$16,935,526
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-01-31$18,717,508
Total income from all sources (including contributions)2021-01-31$45,522,626
Total loss/gain on sale of assets2021-01-31$196,363
Total of all expenses incurred2021-01-31$40,637,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-01-31$39,289,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-01-31$42,635,828
Value of total assets at end of year2021-01-31$67,733,753
Value of total assets at beginning of year2021-01-31$64,630,931
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-01-31$1,347,833
Total interest from all sources2021-01-31$1,278,617
Total dividends received (eg from common stock, registered investment company shares)2021-01-31$522,382
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$467,471
Administrative expenses professional fees incurred2021-01-31$180,030
Was this plan covered by a fidelity bond2021-01-31Yes
Value of fidelity bond cover2021-01-31$500,000
Were there any nonexempt tranactions with any party-in-interest2021-01-31No
Contributions received from participants2021-01-31$2,288,186
Assets. Other investments not covered elsewhere at end of year2021-01-31$3,240,438
Assets. Other investments not covered elsewhere at beginning of year2021-01-31$3,369,372
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-01-31$260,910
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-01-31$294,523
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-01-31$126,766
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-01-31$229,041
Other income not declared elsewhere2021-01-31$169,263
Administrative expenses (other) incurred2021-01-31$228,051
Liabilities. Value of operating payables at end of year2021-01-31$89,510
Liabilities. Value of operating payables at beginning of year2021-01-31$64,345
Total non interest bearing cash at end of year2021-01-31$7,701,168
Total non interest bearing cash at beginning of year2021-01-31$2,538,983
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$4,884,804
Value of net assets at end of year (total assets less liabilities)2021-01-31$50,798,227
Value of net assets at beginning of year (total assets less liabilities)2021-01-31$45,913,423
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
Assets. partnership/joint venture interests at end of year2021-01-31$5,128,250
Assets. partnership/joint venture interests at beginning of year2021-01-31$4,860,335
Investment advisory and management fees2021-01-31$121,617
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-01-31$10,976,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-01-31$10,511,638
Interest earned on other investments2021-01-31$255,627
Income. Interest from US Government securities2021-01-31$426,106
Income. Interest from corporate debt instruments2021-01-31$588,473
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-01-31$5,010,602
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-01-31$9,203,075
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-01-31$9,203,075
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-01-31$8,411
Expenses. Payments to insurance carriers foe the provision of benefits2021-01-31$35,483,408
Asset value of US Government securities at end of year2021-01-31$16,589,434
Asset value of US Government securities at beginning of year2021-01-31$12,851,866
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-01-31$227,223
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$40,347,642
Employer contributions (assets) at end of year2021-01-31$3,665,060
Employer contributions (assets) at beginning of year2021-01-31$4,299,253
Income. Dividends from common stock2021-01-31$54,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-01-31$3,806,581
Asset. Corporate debt instrument preferred debt at end of year2021-01-31$12,346,598
Asset. Corporate debt instrument preferred debt at beginning of year2021-01-31$14,353,455
Contract administrator fees2021-01-31$818,135
Assets. Corporate common stocks other than exployer securities at end of year2021-01-31$2,792,772
Assets. Corporate common stocks other than exployer securities at beginning of year2021-01-31$2,330,635
Liabilities. Value of benefit claims payable at end of year2021-01-31$16,719,250
Liabilities. Value of benefit claims payable at beginning of year2021-01-31$18,424,122
Assets. Value of buildings and other operty used in plan operation at end of year2021-01-31$22,273
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-01-31$17,796
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 appraiser2021-01-31Yes
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$28,138,339
Aggregate carrying amount (costs) on sale of assets2021-01-31$27,941,976
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 : IBEW LOCAL 595 HEALTH & WELFARE TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-01-31$429,830
Unrealized appreciation/depreciation of other (non real estate) assets2020-01-31$429,830
Total unrealized appreciation/depreciation of assets2020-01-31$429,830
Total unrealized appreciation/depreciation of assets2020-01-31$429,830
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$18,717,508
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$18,717,508
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$15,676,973
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$15,676,973
Total income from all sources (including contributions)2020-01-31$50,334,520
Total income from all sources (including contributions)2020-01-31$50,334,520
Total loss/gain on sale of assets2020-01-31$351,506
Total loss/gain on sale of assets2020-01-31$351,506
Total of all expenses incurred2020-01-31$43,550,510
Total of all expenses incurred2020-01-31$43,550,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-01-31$42,155,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-01-31$42,155,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-01-31$46,539,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-01-31$46,539,082
Value of total assets at end of year2020-01-31$64,630,931
Value of total assets at end of year2020-01-31$64,630,931
Value of total assets at beginning of year2020-01-31$54,806,386
Value of total assets at beginning of year2020-01-31$54,806,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-01-31$1,394,758
Total interest from all sources2020-01-31$1,279,706
Total dividends received (eg from common stock, registered investment company shares)2020-01-31$454,637
Total dividends received (eg from common stock, registered investment company shares)2020-01-31$454,637
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$393,090
Total dividends received from registered investment company shares (eg mutual funds)2020-01-31$393,090
Administrative expenses professional fees incurred2020-01-31$148,205
Administrative expenses professional fees incurred2020-01-31$148,205
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$500,000
Value of fidelity bond cover2020-01-31$500,000
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$2,310,546
Contributions received from participants2020-01-31$2,310,546
Assets. Other investments not covered elsewhere at end of year2020-01-31$3,369,372
Assets. Other investments not covered elsewhere at end of year2020-01-31$3,369,372
Assets. Other investments not covered elsewhere at beginning of year2020-01-31$166,915
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-01-31$294,523
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-01-31$294,523
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-01-31$500,037
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-01-31$500,037
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-01-31$229,041
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-01-31$0
Other income not declared elsewhere2020-01-31$781,711
Other income not declared elsewhere2020-01-31$781,711
Administrative expenses (other) incurred2020-01-31$246,788
Administrative expenses (other) incurred2020-01-31$246,788
Liabilities. Value of operating payables at end of year2020-01-31$64,345
Liabilities. Value of operating payables at beginning of year2020-01-31$18,002
Liabilities. Value of operating payables at beginning of year2020-01-31$18,002
Total non interest bearing cash at end of year2020-01-31$2,538,983
Total non interest bearing cash at end of year2020-01-31$2,538,983
Total non interest bearing cash at beginning of year2020-01-31$1,927,833
Total non interest bearing cash at beginning of year2020-01-31$1,927,833
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$6,784,010
Value of net income/loss2020-01-31$6,784,010
Value of net assets at end of year (total assets less liabilities)2020-01-31$45,913,423
Value of net assets at end of year (total assets less liabilities)2020-01-31$45,913,423
Value of net assets at beginning of year (total assets less liabilities)2020-01-31$39,129,413
Value of net assets at beginning of year (total assets less liabilities)2020-01-31$39,129,413
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
Assets. partnership/joint venture interests at end of year2020-01-31$4,860,335
Assets. partnership/joint venture interests at beginning of year2020-01-31$2,174,994
Investment advisory and management fees2020-01-31$110,875
Investment advisory and management fees2020-01-31$110,875
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-01-31$10,511,638
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-01-31$10,511,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-01-31$8,068,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-01-31$8,068,906
Interest earned on other investments2020-01-31$334,762
Interest earned on other investments2020-01-31$334,762
Income. Interest from US Government securities2020-01-31$347,409
Income. Interest from corporate debt instruments2020-01-31$593,781
Income. Interest from corporate debt instruments2020-01-31$593,781
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-01-31$9,203,075
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-01-31$9,203,075
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-01-31$9,034,370
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-01-31$9,034,370
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-01-31$9,034,370
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-01-31$9,034,370
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-01-31$3,754
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-01-31$3,754
Expenses. Payments to insurance carriers foe the provision of benefits2020-01-31$33,699,357
Expenses. Payments to insurance carriers foe the provision of benefits2020-01-31$33,699,357
Asset value of US Government securities at end of year2020-01-31$12,851,866
Asset value of US Government securities at beginning of year2020-01-31$12,522,870
Asset value of US Government securities at beginning of year2020-01-31$12,522,870
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-01-31$498,048
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-01-31$498,048
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$44,228,536
Contributions received in cash from employer2020-01-31$44,228,536
Employer contributions (assets) at end of year2020-01-31$4,299,253
Employer contributions (assets) at end of year2020-01-31$4,299,253
Employer contributions (assets) at beginning of year2020-01-31$4,033,187
Employer contributions (assets) at beginning of year2020-01-31$4,033,187
Income. Dividends from common stock2020-01-31$61,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-01-31$8,456,395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-01-31$8,456,395
Asset. Corporate debt instrument preferred debt at end of year2020-01-31$14,353,455
Asset. Corporate debt instrument preferred debt at end of year2020-01-31$14,353,455
Asset. Corporate debt instrument preferred debt at beginning of year2020-01-31$13,263,919
Asset. Corporate debt instrument preferred debt at beginning of year2020-01-31$13,263,919
Contract administrator fees2020-01-31$888,890
Contract administrator fees2020-01-31$888,890
Assets. Corporate common stocks other than exployer securities at end of year2020-01-31$2,330,635
Assets. Corporate common stocks other than exployer securities at beginning of year2020-01-31$3,100,368
Assets. Corporate common stocks other than exployer securities at beginning of year2020-01-31$3,100,368
Liabilities. Value of benefit claims payable at end of year2020-01-31$18,424,122
Liabilities. Value of benefit claims payable at end of year2020-01-31$18,424,122
Liabilities. Value of benefit claims payable at beginning of year2020-01-31$15,658,971
Liabilities. Value of benefit claims payable at beginning of year2020-01-31$15,658,971
Assets. Value of buildings and other operty used in plan operation at end of year2020-01-31$17,796
Assets. Value of buildings and other operty used in plan operation at end of year2020-01-31$17,796
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-01-31$12,987
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-01-31$12,987
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 appraiser2020-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31Yes
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$24,729,312
Aggregate proceeds on sale of assets2020-01-31$24,729,312
Aggregate carrying amount (costs) on sale of assets2020-01-31$24,377,806
Aggregate carrying amount (costs) on sale of assets2020-01-31$24,377,806
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-01-31No
Opinion of an independent qualified public accountant for this plan2020-01-31Unqualified
Opinion of an independent qualified public accountant for this plan2020-01-31Unqualified
Accountancy firm name2020-01-31MILLER KAPLAN ARASE LLP
Accountancy firm name2020-01-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2020-01-31952036255
Accountancy firm EIN2020-01-31952036255
2019 : IBEW LOCAL 595 HEALTH & WELFARE TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-01-31$-62,237
Total unrealized appreciation/depreciation of assets2019-01-31$-62,237
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-01-31$15,676,973
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-01-31$14,555,113
Total income from all sources (including contributions)2019-01-31$44,648,435
Total loss/gain on sale of assets2019-01-31$41,848
Total of all expenses incurred2019-01-31$40,175,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-01-31$38,833,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-01-31$43,579,923
Value of total assets at end of year2019-01-31$54,806,386
Value of total assets at beginning of year2019-01-31$49,211,547
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-01-31$1,341,878
Total interest from all sources2019-01-31$423,715
Total dividends received (eg from common stock, registered investment company shares)2019-01-31$617,077
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$568,168
Administrative expenses professional fees incurred2019-01-31$138,256
Was this plan covered by a fidelity bond2019-01-31Yes
Value of fidelity bond cover2019-01-31$500,000
Were there any nonexempt tranactions with any party-in-interest2019-01-31No
Contributions received from participants2019-01-31$2,276,465
Assets. Other investments not covered elsewhere at end of year2019-01-31$166,915
Assets. Other investments not covered elsewhere at beginning of year2019-01-31$1,592,225
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-01-31$500,037
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-01-31$377,430
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-01-31$26,529
Other income not declared elsewhere2019-01-31$184,882
Administrative expenses (other) incurred2019-01-31$261,033
Liabilities. Value of operating payables at end of year2019-01-31$18,002
Liabilities. Value of operating payables at beginning of year2019-01-31$37,336
Total non interest bearing cash at end of year2019-01-31$1,927,833
Total non interest bearing cash at beginning of year2019-01-31$8,649,641
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$4,472,979
Value of net assets at end of year (total assets less liabilities)2019-01-31$39,129,413
Value of net assets at beginning of year (total assets less liabilities)2019-01-31$34,656,434
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
Assets. partnership/joint venture interests at end of year2019-01-31$2,174,994
Assets. partnership/joint venture interests at beginning of year2019-01-31$0
Investment advisory and management fees2019-01-31$64,642
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-01-31$8,068,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-01-31$19,229,712
Interest earned on other investments2019-01-31$506
Income. Interest from US Government securities2019-01-31$16,182
Income. Interest from corporate debt instruments2019-01-31$404,086
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-01-31$9,034,370
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-01-31$8,088,708
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-01-31$8,088,708
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-01-31$2,941
Expenses. Payments to insurance carriers foe the provision of benefits2019-01-31$31,907,501
Asset value of US Government securities at end of year2019-01-31$12,522,870
Asset value of US Government securities at beginning of year2019-01-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-01-31$-136,773
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$41,303,458
Employer contributions (assets) at end of year2019-01-31$4,033,187
Employer contributions (assets) at beginning of year2019-01-31$3,864,540
Income. Dividends from common stock2019-01-31$48,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-01-31$6,926,077
Asset. Corporate debt instrument preferred debt at end of year2019-01-31$13,263,919
Asset. Corporate debt instrument preferred debt at beginning of year2019-01-31$5,708,516
Contract administrator fees2019-01-31$877,947
Assets. Corporate common stocks other than exployer securities at end of year2019-01-31$3,100,368
Assets. Corporate common stocks other than exployer securities at beginning of year2019-01-31$1,687,796
Liabilities. Value of benefit claims payable at end of year2019-01-31$15,658,971
Liabilities. Value of benefit claims payable at beginning of year2019-01-31$14,491,248
Assets. Value of buildings and other operty used in plan operation at end of year2019-01-31$12,987
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-01-31$12,979
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 appraiser2019-01-31Yes
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$7,033,734
Aggregate carrying amount (costs) on sale of assets2019-01-31$6,991,886
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 : IBEW LOCAL 595 HEALTH & WELFARE TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-01-31$163,506
Total unrealized appreciation/depreciation of assets2018-01-31$163,506
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-01-31$14,555,113
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-01-31$13,873,862
Total income from all sources (including contributions)2018-01-31$42,197,394
Total loss/gain on sale of assets2018-01-31$286,667
Total of all expenses incurred2018-01-31$34,644,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-01-31$33,285,721
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-01-31$40,088,497
Value of total assets at end of year2018-01-31$49,211,547
Value of total assets at beginning of year2018-01-31$40,977,688
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-01-31$1,359,065
Total interest from all sources2018-01-31$314,513
Total dividends received (eg from common stock, registered investment company shares)2018-01-31$405,418
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$333,738
Administrative expenses professional fees incurred2018-01-31$146,641
Was this plan covered by a fidelity bond2018-01-31Yes
Value of fidelity bond cover2018-01-31$500,000
Were there any nonexempt tranactions with any party-in-interest2018-01-31No
Contributions received from participants2018-01-31$2,275,879
Assets. Other investments not covered elsewhere at end of year2018-01-31$1,592,225
Assets. Other investments not covered elsewhere at beginning of year2018-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-01-31$377,430
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-01-31$2,913,270
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-01-31$26,529
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-01-31$30,435
Other income not declared elsewhere2018-01-31$922,390
Administrative expenses (other) incurred2018-01-31$321,853
Liabilities. Value of operating payables at end of year2018-01-31$37,336
Liabilities. Value of operating payables at beginning of year2018-01-31$56,540
Total non interest bearing cash at end of year2018-01-31$8,649,641
Total non interest bearing cash at beginning of year2018-01-31$3,945,078
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$7,552,608
Value of net assets at end of year (total assets less liabilities)2018-01-31$34,656,434
Value of net assets at beginning of year (total assets less liabilities)2018-01-31$27,103,826
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$40,338
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-01-31$19,229,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-01-31$18,479,172
Income. Interest from corporate debt instruments2018-01-31$304,512
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-01-31$8,088,708
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-01-31$3,008,869
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-01-31$3,008,869
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-01-31$10,001
Expenses. Payments to insurance carriers foe the provision of benefits2018-01-31$28,226,482
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-01-31$16,403
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$37,812,618
Employer contributions (assets) at end of year2018-01-31$3,864,540
Employer contributions (assets) at beginning of year2018-01-31$3,967,944
Income. Dividends from common stock2018-01-31$71,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-01-31$5,059,239
Asset. Corporate debt instrument preferred debt at end of year2018-01-31$5,708,516
Asset. Corporate debt instrument preferred debt at beginning of year2018-01-31$1,712,580
Asset. Corporate debt instrument debt (other) at end of year2018-01-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-01-31$3,315,880
Contract administrator fees2018-01-31$850,233
Assets. Corporate common stocks other than exployer securities at end of year2018-01-31$1,687,796
Assets. Corporate common stocks other than exployer securities at beginning of year2018-01-31$3,620,705
Liabilities. Value of benefit claims payable at end of year2018-01-31$14,491,248
Liabilities. Value of benefit claims payable at beginning of year2018-01-31$13,786,887
Assets. Value of buildings and other operty used in plan operation at end of year2018-01-31$12,979
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-01-31$14,190
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$12,015,057
Aggregate carrying amount (costs) on sale of assets2018-01-31$11,728,390
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 : IBEW LOCAL 595 HEALTH & WELFARE TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-01-31$677,588
Total unrealized appreciation/depreciation of assets2017-01-31$677,588
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-01-31$13,873,862
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-01-31$12,847,909
Total income from all sources (including contributions)2017-01-31$38,997,743
Total loss/gain on sale of assets2017-01-31$85,213
Total of all expenses incurred2017-01-31$33,887,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-01-31$32,559,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-01-31$37,390,065
Value of total assets at end of year2017-01-31$40,977,688
Value of total assets at beginning of year2017-01-31$34,841,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-01-31$1,328,176
Total interest from all sources2017-01-31$60,303
Total dividends received (eg from common stock, registered investment company shares)2017-01-31$375,735
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$229,477
Administrative expenses professional fees incurred2017-01-31$126,608
Was this plan covered by a fidelity bond2017-01-31Yes
Value of fidelity bond cover2017-01-31$500,000
Were there any nonexempt tranactions with any party-in-interest2017-01-31No
Contributions received from participants2017-01-31$2,440,233
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-01-31$2,913,270
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-01-31$93,513
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-01-31$30,435
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-01-31$22,003
Other income not declared elsewhere2017-01-31$147,428
Administrative expenses (other) incurred2017-01-31$346,461
Liabilities. Value of operating payables at end of year2017-01-31$56,540
Liabilities. Value of operating payables at beginning of year2017-01-31$41,549
Total non interest bearing cash at end of year2017-01-31$3,945,078
Total non interest bearing cash at beginning of year2017-01-31$5,111,988
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$5,110,345
Value of net assets at end of year (total assets less liabilities)2017-01-31$27,103,826
Value of net assets at beginning of year (total assets less liabilities)2017-01-31$21,993,481
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$32,495
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-01-31$18,479,172
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-01-31$17,344,796
Income. Interest from corporate debt instruments2017-01-31$52,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-01-31$3,008,869
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-01-31$5,242,971
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-01-31$5,242,971
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-01-31$7,650
Expenses. Payments to insurance carriers foe the provision of benefits2017-01-31$26,679,490
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-01-31$261,411
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$34,949,832
Employer contributions (assets) at end of year2017-01-31$3,967,944
Employer contributions (assets) at beginning of year2017-01-31$3,451,921
Income. Dividends from common stock2017-01-31$146,258
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-01-31$5,879,732
Asset. Corporate debt instrument preferred debt at end of year2017-01-31$1,712,580
Asset. Corporate debt instrument preferred debt at beginning of year2017-01-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-01-31$3,315,880
Asset. Corporate debt instrument debt (other) at beginning of year2017-01-31$0
Contract administrator fees2017-01-31$822,612
Assets. Corporate common stocks other than exployer securities at end of year2017-01-31$3,620,705
Assets. Corporate common stocks other than exployer securities at beginning of year2017-01-31$3,583,174
Liabilities. Value of benefit claims payable at end of year2017-01-31$13,786,887
Liabilities. Value of benefit claims payable at beginning of year2017-01-31$12,784,357
Assets. Value of buildings and other operty used in plan operation at end of year2017-01-31$14,190
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-01-31$13,027
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$1,367,090
Aggregate carrying amount (costs) on sale of assets2017-01-31$1,281,877
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-01-31No
Opinion of an independent qualified public accountant for this plan2017-01-31Unqualified
Accountancy firm name2017-01-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2017-01-31952036255
2016 : IBEW LOCAL 595 HEALTH & WELFARE TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-01-31$-295,898
Total unrealized appreciation/depreciation of assets2016-01-31$-295,898
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-01-31$12,847,909
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-01-31$11,198,363
Total income from all sources (including contributions)2016-01-31$36,491,463
Total loss/gain on sale of assets2016-01-31$68,285
Total of all expenses incurred2016-01-31$34,539,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-01-31$33,235,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-01-31$36,126,498
Value of total assets at end of year2016-01-31$34,841,390
Value of total assets at beginning of year2016-01-31$31,239,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-01-31$1,303,567
Total interest from all sources2016-01-31$4,532
Total dividends received (eg from common stock, registered investment company shares)2016-01-31$213,639
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$140,689
Administrative expenses professional fees incurred2016-01-31$123,006
Was this plan covered by a fidelity bond2016-01-31Yes
Value of fidelity bond cover2016-01-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2016-01-31No
Contributions received from participants2016-01-31$2,341,525
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-01-31$93,513
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-01-31$2,963,279
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-01-31$22,003
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-01-31$0
Other income not declared elsewhere2016-01-31$548,812
Administrative expenses (other) incurred2016-01-31$357,620
Liabilities. Value of operating payables at end of year2016-01-31$41,549
Liabilities. Value of operating payables at beginning of year2016-01-31$52,803
Total non interest bearing cash at end of year2016-01-31$5,111,988
Total non interest bearing cash at beginning of year2016-01-31$9,124,103
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$1,952,269
Value of net assets at end of year (total assets less liabilities)2016-01-31$21,993,481
Value of net assets at beginning of year (total assets less liabilities)2016-01-31$20,041,212
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$19,791
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-01-31$17,344,796
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-01-31$7,320,559
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-01-31$5,242,971
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-01-31$5,241,589
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-01-31$5,241,589
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-01-31$4,532
Expenses. Payments to insurance carriers foe the provision of benefits2016-01-31$26,754,214
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-01-31$-174,405
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$33,784,973
Employer contributions (assets) at end of year2016-01-31$3,451,921
Employer contributions (assets) at beginning of year2016-01-31$2,795,778
Income. Dividends from common stock2016-01-31$72,950
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-01-31$6,481,413
Contract administrator fees2016-01-31$803,150
Assets. Corporate common stocks other than exployer securities at end of year2016-01-31$3,583,174
Assets. Corporate common stocks other than exployer securities at beginning of year2016-01-31$3,781,884
Liabilities. Value of benefit claims payable at end of year2016-01-31$12,784,357
Liabilities. Value of benefit claims payable at beginning of year2016-01-31$11,145,560
Assets. Value of buildings and other operty used in plan operation at end of year2016-01-31$13,027
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-01-31$12,383
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$775,465
Aggregate carrying amount (costs) on sale of assets2016-01-31$707,180
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 : IBEW LOCAL 595 HEALTH & WELFARE TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-01-31$191,074
Total unrealized appreciation/depreciation of assets2015-01-31$191,074
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-01-31$11,198,363
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-01-31$11,632,839
Total income from all sources (including contributions)2015-01-31$32,375,816
Total loss/gain on sale of assets2015-01-31$45,931
Total of all expenses incurred2015-01-31$31,382,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-01-31$30,163,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-01-31$30,858,333
Value of total assets at end of year2015-01-31$31,239,575
Value of total assets at beginning of year2015-01-31$30,680,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-01-31$1,219,506
Total interest from all sources2015-01-31$23,087
Total dividends received (eg from common stock, registered investment company shares)2015-01-31$163,181
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$83,348
Administrative expenses professional fees incurred2015-01-31$136,337
Was this plan covered by a fidelity bond2015-01-31Yes
Value of fidelity bond cover2015-01-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2015-01-31No
Contributions received from participants2015-01-31$2,597,912
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-01-31$2,963,279
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-01-31$200,013
Other income not declared elsewhere2015-01-31$1,050,724
Administrative expenses (other) incurred2015-01-31$290,102
Liabilities. Value of operating payables at end of year2015-01-31$52,803
Liabilities. Value of operating payables at beginning of year2015-01-31$22,720
Total non interest bearing cash at end of year2015-01-31$9,124,103
Total non interest bearing cash at beginning of year2015-01-31$11,777,342
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$993,259
Value of net assets at end of year (total assets less liabilities)2015-01-31$20,041,212
Value of net assets at beginning of year (total assets less liabilities)2015-01-31$19,047,953
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$8,066
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-01-31$7,320,559
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-01-31$7,042,430
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-01-31$5,241,589
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-01-31$5,241,062
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-01-31$5,241,062
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-01-31$23,087
Expenses. Payments to insurance carriers foe the provision of benefits2015-01-31$26,051,118
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-01-31$43,486
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-01-31No
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$28,260,421
Employer contributions (assets) at end of year2015-01-31$2,795,778
Employer contributions (assets) at beginning of year2015-01-31$2,810,075
Income. Dividends from common stock2015-01-31$79,833
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-01-31$4,111,933
Contract administrator fees2015-01-31$785,001
Assets. Corporate common stocks other than exployer securities at end of year2015-01-31$3,781,884
Assets. Corporate common stocks other than exployer securities at beginning of year2015-01-31$3,598,955
Liabilities. Value of benefit claims payable at end of year2015-01-31$11,145,560
Liabilities. Value of benefit claims payable at beginning of year2015-01-31$11,610,119
Assets. Value of buildings and other operty used in plan operation at end of year2015-01-31$12,383
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-01-31$10,915
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$713,325
Aggregate carrying amount (costs) on sale of assets2015-01-31$667,394
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 : IBEW LOCAL 595 HEALTH & WELFARE TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-01-31$683,054
Total unrealized appreciation/depreciation of assets2014-01-31$683,054
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-01-31$11,632,839
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-01-31$11,486,966
Total income from all sources (including contributions)2014-01-31$34,042,062
Total loss/gain on sale of assets2014-01-31$102,808
Total of all expenses incurred2014-01-31$31,703,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-01-31$30,588,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-01-31$32,984,770
Value of total assets at end of year2014-01-31$30,680,792
Value of total assets at beginning of year2014-01-31$28,196,288
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-01-31$1,115,269
Total interest from all sources2014-01-31$6,097
Total dividends received (eg from common stock, registered investment company shares)2014-01-31$123,702
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$62,420
Administrative expenses professional fees incurred2014-01-31$138,616
Was this plan covered by a fidelity bond2014-01-31Yes
Value of fidelity bond cover2014-01-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2014-01-31No
Contributions received from participants2014-01-31$2,268,470
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-01-31$200,013
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-01-31$291,245
Other income not declared elsewhere2014-01-31$161,853
Administrative expenses (other) incurred2014-01-31$216,223
Liabilities. Value of operating payables at end of year2014-01-31$22,720
Liabilities. Value of operating payables at beginning of year2014-01-31$31,410
Total non interest bearing cash at end of year2014-01-31$11,777,342
Total non interest bearing cash at beginning of year2014-01-31$10,546,983
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$2,338,631
Value of net assets at end of year (total assets less liabilities)2014-01-31$19,047,953
Value of net assets at beginning of year (total assets less liabilities)2014-01-31$16,709,322
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$7,180
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-01-31$7,042,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-01-31$6,867,088
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-01-31$5,241,062
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-01-31$5,240,534
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-01-31$5,240,534
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-01-31$6,097
Expenses. Payments to insurance carriers foe the provision of benefits2014-01-31$25,396,365
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-01-31$-20,222
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$30,716,300
Employer contributions (assets) at end of year2014-01-31$2,810,075
Employer contributions (assets) at beginning of year2014-01-31$2,339,004
Income. Dividends from common stock2014-01-31$61,282
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-01-31$5,191,797
Contract administrator fees2014-01-31$753,250
Assets. Corporate common stocks other than exployer securities at end of year2014-01-31$3,598,955
Assets. Corporate common stocks other than exployer securities at beginning of year2014-01-31$2,899,036
Liabilities. Value of benefit claims payable at end of year2014-01-31$11,610,119
Liabilities. Value of benefit claims payable at beginning of year2014-01-31$11,455,556
Assets. Value of buildings and other operty used in plan operation at end of year2014-01-31$10,915
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-01-31$12,398
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$1,642,485
Aggregate carrying amount (costs) on sale of assets2014-01-31$1,539,677
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 : IBEW LOCAL 595 HEALTH & WELFARE TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-01-31$443,433
Total unrealized appreciation/depreciation of assets2013-01-31$443,433
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-01-31$11,486,966
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-01-31$9,112,586
Total income from all sources (including contributions)2013-01-31$37,655,410
Total loss/gain on sale of assets2013-01-31$72,043
Total of all expenses incurred2013-01-31$34,019,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-01-31$32,958,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-01-31$36,725,579
Value of total assets at end of year2013-01-31$28,196,288
Value of total assets at beginning of year2013-01-31$22,185,977
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-01-31$1,061,322
Total interest from all sources2013-01-31$12,618
Total dividends received (eg from common stock, registered investment company shares)2013-01-31$117,387
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$60,102
Administrative expenses professional fees incurred2013-01-31$127,867
Was this plan covered by a fidelity bond2013-01-31Yes
Value of fidelity bond cover2013-01-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2013-01-31No
Contributions received from participants2013-01-31$2,040,463
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-01-31$291,245
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-01-31$2,953,138
Other income not declared elsewhere2013-01-31$249,308
Administrative expenses (other) incurred2013-01-31$204,492
Liabilities. Value of operating payables at end of year2013-01-31$31,410
Liabilities. Value of operating payables at beginning of year2013-01-31$15,378
Total non interest bearing cash at end of year2013-01-31$10,546,983
Total non interest bearing cash at beginning of year2013-01-31$2,407,439
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$3,635,931
Value of net assets at end of year (total assets less liabilities)2013-01-31$16,709,322
Value of net assets at beginning of year (total assets less liabilities)2013-01-31$13,073,391
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$6,304
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-01-31$6,867,088
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-01-31$6,666,861
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-01-31$5,240,534
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-01-31$5,239,839
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-01-31$5,239,839
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-01-31$12,618
Expenses. Payments to insurance carriers foe the provision of benefits2013-01-31$25,573,875
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-01-31$35,042
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-01-31No
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$34,685,116
Employer contributions (assets) at end of year2013-01-31$2,339,004
Employer contributions (assets) at beginning of year2013-01-31$2,484,403
Income. Dividends from common stock2013-01-31$57,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-01-31$7,384,282
Contract administrator fees2013-01-31$722,659
Assets. Corporate common stocks other than exployer securities at end of year2013-01-31$2,899,036
Assets. Corporate common stocks other than exployer securities at beginning of year2013-01-31$2,425,386
Liabilities. Value of benefit claims payable at end of year2013-01-31$11,455,556
Liabilities. Value of benefit claims payable at beginning of year2013-01-31$9,097,208
Assets. Value of buildings and other operty used in plan operation at end of year2013-01-31$12,398
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-01-31$8,911
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$791,440
Aggregate carrying amount (costs) on sale of assets2013-01-31$719,397
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-01-31No
Opinion of an independent qualified public accountant for this plan2013-01-31Unqualified
Accountancy firm name2013-01-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2013-01-31952036255
2012 : IBEW LOCAL 595 HEALTH & WELFARE TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-01-31$-101,553
Total unrealized appreciation/depreciation of assets2012-01-31$-101,553
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-01-31$9,112,586
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-01-31$8,318,728
Total income from all sources (including contributions)2012-01-31$29,440,482
Total loss/gain on sale of assets2012-01-31$50,569
Total of all expenses incurred2012-01-31$28,768,196
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-01-31$27,701,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-01-31$29,062,931
Value of total assets at end of year2012-01-31$22,185,977
Value of total assets at beginning of year2012-01-31$20,719,833
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-01-31$1,066,680
Total interest from all sources2012-01-31$8,418
Total dividends received (eg from common stock, registered investment company shares)2012-01-31$114,700
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$65,803
Administrative expenses professional fees incurred2012-01-31$151,624
Was this plan covered by a fidelity bond2012-01-31Yes
Value of fidelity bond cover2012-01-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2012-01-31No
Contributions received from participants2012-01-31$2,158,243
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-01-31$2,953,138
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-01-31$2,815,971
Other income not declared elsewhere2012-01-31$268,674
Administrative expenses (other) incurred2012-01-31$192,389
Liabilities. Value of operating payables at end of year2012-01-31$15,378
Liabilities. Value of operating payables at beginning of year2012-01-31$10,188
Total non interest bearing cash at end of year2012-01-31$2,407,439
Total non interest bearing cash at beginning of year2012-01-31$240,050
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$672,286
Value of net assets at end of year (total assets less liabilities)2012-01-31$13,073,391
Value of net assets at beginning of year (total assets less liabilities)2012-01-31$12,401,105
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$5,679
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-01-31$6,666,861
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-01-31$2,533,293
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-01-31$5,239,839
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-01-31$11,108,559
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-01-31$11,108,559
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-01-31$8,418
Expenses. Payments to insurance carriers foe the provision of benefits2012-01-31$22,183,881
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-01-31$36,743
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$26,904,688
Employer contributions (assets) at end of year2012-01-31$2,484,403
Employer contributions (assets) at beginning of year2012-01-31$1,467,522
Income. Dividends from common stock2012-01-31$48,897
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-01-31$5,517,635
Contract administrator fees2012-01-31$716,988
Assets. Corporate common stocks other than exployer securities at end of year2012-01-31$2,425,386
Assets. Corporate common stocks other than exployer securities at beginning of year2012-01-31$2,546,661
Liabilities. Value of benefit claims payable at end of year2012-01-31$9,097,208
Liabilities. Value of benefit claims payable at beginning of year2012-01-31$8,308,540
Assets. Value of buildings and other operty used in plan operation at end of year2012-01-31$8,911
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-01-31$7,777
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$827,359
Aggregate carrying amount (costs) on sale of assets2012-01-31$776,790
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 : IBEW LOCAL 595 HEALTH & WELFARE TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-01-31$381,227
Total unrealized appreciation/depreciation of assets2011-01-31$381,227
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-01-31$8,318,728
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-01-31$8,593,336
Total income from all sources (including contributions)2011-01-31$26,487,457
Total loss/gain on sale of assets2011-01-31$58,272
Total of all expenses incurred2011-01-31$28,213,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-01-31$27,141,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-01-31$25,820,889
Value of total assets at end of year2011-01-31$20,719,833
Value of total assets at beginning of year2011-01-31$22,720,954
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-01-31$1,072,712
Total interest from all sources2011-01-31$40,924
Total dividends received (eg from common stock, registered investment company shares)2011-01-31$93,968
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$55,862
Administrative expenses professional fees incurred2011-01-31$186,053
Was this plan covered by a fidelity bond2011-01-31Yes
Value of fidelity bond cover2011-01-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2011-01-31No
Contributions received from participants2011-01-31$2,148,486
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-01-31$2,815,971
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-01-31$1,772,291
Other income not declared elsewhere2011-01-31$77,571
Administrative expenses (other) incurred2011-01-31$194,770
Liabilities. Value of operating payables at end of year2011-01-31$10,188
Liabilities. Value of operating payables at beginning of year2011-01-31$1,194,460
Total non interest bearing cash at end of year2011-01-31$240,050
Total non interest bearing cash at beginning of year2011-01-31$101,064
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-31No
Value of net income/loss2011-01-31$-1,726,513
Value of net assets at end of year (total assets less liabilities)2011-01-31$12,401,105
Value of net assets at beginning of year (total assets less liabilities)2011-01-31$14,127,618
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$5,084
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-01-31$2,533,293
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-01-31$1,091,060
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-01-31$11,108,559
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-01-31$14,388,800
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-01-31$14,388,800
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-01-31$40,924
Expenses. Payments to insurance carriers foe the provision of benefits2011-01-31$21,143,739
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-01-31$14,606
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$23,672,403
Employer contributions (assets) at end of year2011-01-31$1,467,522
Employer contributions (assets) at beginning of year2011-01-31$3,193,878
Income. Dividends from common stock2011-01-31$38,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-01-31$5,997,519
Contract administrator fees2011-01-31$686,805
Assets. Corporate common stocks other than exployer securities at end of year2011-01-31$2,546,661
Assets. Corporate common stocks other than exployer securities at beginning of year2011-01-31$2,171,496
Liabilities. Value of benefit claims payable at end of year2011-01-31$8,308,540
Liabilities. Value of benefit claims payable at beginning of year2011-01-31$7,398,876
Assets. Value of buildings and other operty used in plan operation at end of year2011-01-31$7,777
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-01-31$2,365
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$11,706,071
Aggregate carrying amount (costs) on sale of assets2011-01-31$11,647,799
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 IBEW LOCAL 595 HEALTH & WELFARE TRUST

2022: IBEW LOCAL 595 HEALTH & WELFARE TRUST 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: IBEW LOCAL 595 HEALTH & WELFARE TRUST 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: IBEW LOCAL 595 HEALTH & WELFARE TRUST 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: IBEW LOCAL 595 HEALTH & WELFARE TRUST 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: IBEW LOCAL 595 HEALTH & WELFARE TRUST 2018 form 5500 responses
2018-02-01Type of plan entityMulti-employer plan
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: IBEW LOCAL 595 HEALTH & WELFARE TRUST 2017 form 5500 responses
2017-02-01Type of plan entityMulti-employer plan
2017-02-01Submission has been amendedYes
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: IBEW LOCAL 595 HEALTH & WELFARE TRUST 2016 form 5500 responses
2016-02-01Type of plan entityMulti-employer plan
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: IBEW LOCAL 595 HEALTH & WELFARE TRUST 2015 form 5500 responses
2015-02-01Type of plan entityMulti-employer plan
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: IBEW LOCAL 595 HEALTH & WELFARE TRUST 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: IBEW LOCAL 595 HEALTH & WELFARE TRUST 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: IBEW LOCAL 595 HEALTH & WELFARE TRUST 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: IBEW LOCAL 595 HEALTH & WELFARE TRUST 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
2009: IBEW LOCAL 595 HEALTH & WELFARE TRUST 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

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0711865
Policy instance 2
Insurance contract or identification number0711865
Number of Individuals Covered152
Insurance policy start date2022-02-01
Insurance policy end date2023-01-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $44,440
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number718716
Policy instance 1
Insurance contract or identification number718716
Number of Individuals Covered122
Insurance policy start date2022-02-01
Insurance policy end date2023-01-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,359,663
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
U. S. BEHAVIORAL HEALTH PLAN, CALIFORNIA DBA OPTUMHEALTH (National Association of Insurance Commissioners NAIC id number: N/A )
Policy contract number15198
Policy instance 3
Insurance contract or identification number15198
Number of Individuals Covered1860
Insurance policy start date2022-02-01
Insurance policy end date2023-01-31
Other welfare benefits providedMENTAL HEALTH & SUBSTANCE ABUSE
Welfare Benefit Premiums Paid to CarrierUSD $72,518
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 number03374
Policy instance 4
Insurance contract or identification number03374
Number of Individuals Covered4914
Insurance policy start date2022-02-01
Insurance policy end date2023-01-31
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 number750
Policy instance 5
Insurance contract or identification number750
Number of Individuals Covered369
Insurance policy start date2022-02-01
Insurance policy end date2023-01-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,666,033
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 number877
Policy instance 6
Insurance contract or identification number877
Number of Individuals Covered3452
Insurance policy start date2022-02-01
Insurance policy end date2023-01-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $13,746,439
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 number00409401
Policy instance 7
Insurance contract or identification number00409401
Number of Individuals Covered1557
Insurance policy start date2022-02-01
Insurance policy end date2023-01-31
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 )
Policy contract numberH2001
Policy instance 8
Insurance contract or identification numberH2001
Number of Individuals Covered571
Insurance policy start date2022-02-01
Insurance policy end date2023-01-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,201,136
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCCL32230
Policy instance 9
Insurance contract or identification numberHCCL32230
Number of Individuals Covered139
Insurance policy start date2022-02-01
Insurance policy end date2023-01-31
Total amount of commissions paid to insurance brokerUSD $26,454
Welfare Benefit Premiums Paid to CarrierUSD $377,913
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,454
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number718716
Policy instance 1
Insurance contract or identification number718716
Number of Individuals Covered416
Insurance policy start date2021-02-01
Insurance policy end date2022-01-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,616,817
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0711865
Policy instance 2
Insurance contract or identification number0711865
Number of Individuals Covered52
Insurance policy start date2021-02-01
Insurance policy end date2022-01-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $43,362
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 number03374
Policy instance 4
Insurance contract or identification number03374
Number of Individuals Covered4919
Insurance policy start date2021-02-01
Insurance policy end date2022-01-31
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 number877
Policy instance 6
Insurance contract or identification number877
Number of Individuals Covered3431
Insurance policy start date2021-02-01
Insurance policy end date2022-01-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $20,412,186
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 number750
Policy instance 5
Insurance contract or identification number750
Number of Individuals Covered370
Insurance policy start date2021-02-01
Insurance policy end date2022-01-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,701,863
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 number00409401
Policy instance 7
Insurance contract or identification number00409401
Number of Individuals Covered1548
Insurance policy start date2021-02-01
Insurance policy end date2022-01-31
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 )
Policy contract numberH2001
Policy instance 8
Insurance contract or identification numberH2001
Number of Individuals Covered578
Insurance policy start date2021-02-01
Insurance policy end date2022-01-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,263,054
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCCL32230
Policy instance 9
Insurance contract or identification numberHCCL32230
Number of Individuals Covered147
Insurance policy start date2021-02-01
Insurance policy end date2022-01-31
Total amount of commissions paid to insurance brokerUSD $23,042
Welfare Benefit Premiums Paid to CarrierUSD $329,175
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,042
Insurance broker organization code?3
U. S. BEHAVIORAL HEALTH PLAN, CALIFORNIA DBA OPTUMHEALTH (National Association of Insurance Commissioners NAIC id number: N/A )
Policy contract number15198
Policy instance 3
Insurance contract or identification number15198
Number of Individuals Covered1882
Insurance policy start date2021-02-01
Insurance policy end date2022-01-31
Other welfare benefits providedMENTAL HEALTH & SUBSTANCE ABUSE
Welfare Benefit Premiums Paid to CarrierUSD $70,995
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCCL32230
Policy instance 4
Insurance contract or identification numberHCCL32230
Number of Individuals Covered124
Insurance policy start date2020-02-01
Insurance policy end date2021-01-31
Total amount of commissions paid to insurance brokerUSD $21,537
Welfare Benefit Premiums Paid to CarrierUSD $307,668
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,537
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number718716
Policy instance 1
Insurance contract or identification number718716
Number of Individuals Covered416
Insurance policy start date2020-02-01
Insurance policy end date2021-01-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,503,745
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0711865
Policy instance 2
Insurance contract or identification number0711865
Number of Individuals Covered52
Insurance policy start date2020-02-01
Insurance policy end date2021-01-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $38,472
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
U. S. BEHAVIORAL HEALTH PLAN, CALIFORNIA DBA OPTUMHEALTH (National Association of Insurance Commissioners NAIC id number: N/A )
Policy contract number15198
Policy instance 3
Insurance contract or identification number15198
Number of Individuals Covered1864
Insurance policy start date2020-02-01
Insurance policy end date2021-01-31
Other welfare benefits providedMENTAL HEALTH & SUBSTANCE ABUSE
Welfare Benefit Premiums Paid to CarrierUSD $66,938
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 number750
Policy instance 6
Insurance contract or identification number750
Number of Individuals Covered367
Insurance policy start date2020-02-01
Insurance policy end date2021-01-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,906,316
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 number03374
Policy instance 5
Insurance contract or identification number03374
Number of Individuals Covered4909
Insurance policy start date2020-02-01
Insurance policy end date2021-01-31
Dental Insurance Welfare BenefitYes
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 number00409401
Policy instance 8
Insurance contract or identification number00409401
Number of Individuals Covered1543
Insurance policy start date2020-02-01
Insurance policy end date2021-01-31
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 )
Policy contract numberH2001
Policy instance 9
Insurance contract or identification numberH2001
Number of Individuals Covered578
Insurance policy start date2020-02-01
Insurance policy end date2021-01-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,450,057
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 number877
Policy instance 7
Insurance contract or identification number877
Number of Individuals Covered3444
Insurance policy start date2020-02-01
Insurance policy end date2021-01-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $21,617,969
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0711865
Policy instance 2
Insurance contract or identification number0711865
Number of Individuals Covered158
Insurance policy start date2019-02-01
Insurance policy end date2020-01-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $42,643
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCCL32230
Policy instance 4
Insurance contract or identification numberHCCL32230
Number of Individuals Covered133
Insurance policy start date2019-02-01
Insurance policy end date2020-01-31
Total amount of commissions paid to insurance brokerUSD $19,958
Welfare Benefit Premiums Paid to CarrierUSD $285,118
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,958
Insurance broker organization code?3
SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 )
Policy contract numberH2001
Policy instance 9
Insurance contract or identification numberH2001
Number of Individuals Covered562
Insurance policy start date2019-02-01
Insurance policy end date2020-01-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,180,345
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 number03374
Policy instance 5
Insurance contract or identification number03374
Number of Individuals Covered4954
Insurance policy start date2019-02-01
Insurance policy end date2020-01-31
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number718716
Policy instance 1
Insurance contract or identification number718716
Number of Individuals Covered457
Insurance policy start date2019-02-01
Insurance policy end date2020-01-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,226,488
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
U. S. BEHAVIORAL HEALTH PLAN, CALIFORNIA DBA OPTUMHEALTH (National Association of Insurance Commissioners NAIC id number: N/A )
Policy contract number15198
Policy instance 3
Insurance contract or identification number15198
Number of Individuals Covered1877
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Other welfare benefits providedMENTAL HEALTH & SUBSTANCE ABUSE
Welfare Benefit Premiums Paid to CarrierUSD $70,392
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 number750
Policy instance 6
Insurance contract or identification number750
Number of Individuals Covered362
Insurance policy start date2019-02-01
Insurance policy end date2020-01-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,834,790
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 number877
Policy instance 7
Insurance contract or identification number877
Number of Individuals Covered3440
Insurance policy start date2019-02-01
Insurance policy end date2020-01-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $19,672,380
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 number00409401
Policy instance 8
Insurance contract or identification number00409401
Number of Individuals Covered1582
Insurance policy start date2019-02-01
Insurance policy end date2020-01-31
Vision Insurance Welfare BenefitYes
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 number00409401
Policy instance 8
Insurance contract or identification number00409401
Number of Individuals Covered1480
Insurance policy start date2018-02-01
Insurance policy end date2019-01-31
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 number877
Policy instance 7
Insurance contract or identification number877
Number of Individuals Covered3173
Insurance policy start date2018-02-01
Insurance policy end date2019-01-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $18,456,198
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 number750
Policy instance 6
Insurance contract or identification number750
Number of Individuals Covered359
Insurance policy start date2018-02-01
Insurance policy end date2019-01-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,806,746
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 number03374
Policy instance 5
Insurance contract or identification number03374
Number of Individuals Covered4738
Insurance policy start date2018-02-01
Insurance policy end date2019-01-31
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
U. S. BEHAVIORAL HEALTH PLAN, CALIFORNIA DBA OPTUMHEALTH (National Association of Insurance Commissioners NAIC id number: N/A )
Policy contract number15198
Policy instance 3
Insurance contract or identification number15198
Number of Individuals Covered1782
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Other welfare benefits providedMENTAL HEALTH & SUBSTANCE ABUSE
Welfare Benefit Premiums Paid to CarrierUSD $67,590
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0711865
Policy instance 2
Insurance contract or identification number0711865
Number of Individuals Covered40
Insurance policy start date2018-02-01
Insurance policy end date2019-01-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $33,582
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL32230
Policy instance 4
Insurance contract or identification numberHCL32230
Number of Individuals Covered130
Insurance policy start date2018-02-01
Insurance policy end date2019-01-31
Total amount of commissions paid to insurance brokerUSD $17,606
Welfare Benefit Premiums Paid to CarrierUSD $251,508
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,606
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number718716
Policy instance 1
Insurance contract or identification number718716
Number of Individuals Covered447
Insurance policy start date2018-02-01
Insurance policy end date2019-01-31
Total amount of fees paid to insurance companyUSD $1,262
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,558,121
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1262
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number00409401
Policy instance 8
Insurance contract or identification number00409401
Number of Individuals Covered1408
Insurance policy start date2017-02-01
Insurance policy end date2018-01-31
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 number877
Policy instance 7
Insurance contract or identification number877
Number of Individuals Covered3048
Insurance policy start date2017-02-01
Insurance policy end date2018-01-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $15,020,386
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 number750
Policy instance 6
Insurance contract or identification number750
Number of Individuals Covered345
Insurance policy start date2017-02-01
Insurance policy end date2018-01-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,659,921
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL32230
Policy instance 4
Insurance contract or identification numberHCL32230
Insurance policy start date2017-02-01
Insurance policy end date2018-01-31
Welfare Benefit Premiums Paid to CarrierUSD $248,067
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Number of Individuals Covered134
Total amount of commissions paid to insurance brokerUSD $17,327
Commission paid to Insurance BrokerUSD $17,327
Insurance broker organization code?3
Insurance broker nameSTOP LOSS INSURANCE SERVICES, INC.
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number03374
Policy instance 5
Insurance contract or identification number03374
Number of Individuals Covered4697
Insurance policy start date2017-02-01
Insurance policy end date2018-01-31
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number718716
Policy instance 1
Insurance contract or identification number718716
Number of Individuals Covered470
Insurance policy start date2017-02-01
Insurance policy end date2018-01-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,319,176
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0711865
Policy instance 2
Insurance contract or identification number0711865
Number of Individuals Covered88
Insurance policy start date2017-02-01
Insurance policy end date2018-01-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $30,418
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
U. S. BEHAVIORAL HEALTH PLAN, CALIFORNIA DBA OPTUMHEALTH (National Association of Insurance Commissioners NAIC id number: N/A )
Policy contract number15198
Policy instance 3
Insurance contract or identification number15198
Number of Individuals Covered1704
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Other welfare benefits providedMENTAL HEALTH & SUBSTANCE ABUSE
Welfare Benefit Premiums Paid to CarrierUSD $65,513
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 numberSL10184
Policy instance 4
Insurance contract or identification numberSL10184
Number of Individuals Covered153
Insurance policy start date2015-02-01
Insurance policy end date2016-01-31
Total amount of commissions paid to insurance brokerUSD $21,034
Welfare Benefit Premiums Paid to CarrierUSD $262,928
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,034
Insurance broker organization code?3
Insurance broker nameSTOP LOSS INSURANCE SERVICES, INC.
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number03374
Policy instance 5
Insurance contract or identification number03374
Number of Individuals Covered4393
Insurance policy start date2015-02-01
Insurance policy end date2016-01-31
Dental Insurance Welfare BenefitYes
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 number00409401
Policy instance 8
Insurance contract or identification number00409401
Number of Individuals Covered1349
Insurance policy start date2015-02-01
Insurance policy end date2016-01-31
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number718716
Policy instance 1
Insurance contract or identification number718716
Number of Individuals Covered533
Insurance policy start date2015-02-01
Insurance policy end date2016-01-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,337,007
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberH2001
Policy instance 2
Insurance contract or identification numberH2001
Number of Individuals Covered576
Insurance policy start date2015-02-01
Insurance policy end date2016-01-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,963,017
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
U. S. BEHAVIORAL HEALTH PLAN, CALIFORNIA DBA OPTUMHEALTH (National Association of Insurance Commissioners NAIC id number: N/A )
Policy contract number15198
Policy instance 3
Insurance contract or identification number15198
Number of Individuals Covered1671
Insurance policy start date2015-02-01
Insurance policy end date2016-01-31
Other welfare benefits providedMENTAL HEALTH & SUBSTANCE ABUSE
Welfare Benefit Premiums Paid to CarrierUSD $63,912
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 number877
Policy instance 7
Insurance contract or identification number877
Number of Individuals Covered2739
Insurance policy start date2015-02-01
Insurance policy end date2016-01-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $14,464,886
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 number750
Policy instance 6
Insurance contract or identification number750
Number of Individuals Covered335
Insurance policy start date2015-02-01
Insurance policy end date2016-01-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,580,493
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 number750
Policy instance 6
Insurance contract or identification number750
Number of Individuals Covered319
Insurance policy start date2014-02-01
Insurance policy end date2015-01-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,568,672
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number101635
Policy instance 2
Insurance contract or identification number101635
Number of Individuals Covered45
Insurance policy start date2014-02-01
Insurance policy end date2015-01-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $258,280
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number718716
Policy instance 1
Insurance contract or identification number718716
Number of Individuals Covered132
Insurance policy start date2014-02-01
Insurance policy end date2015-01-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,480,392
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
U. S. BEHAVIORAL HEALTH PLAN, CALIFORNIA DBA OPTUMHEALTH (National Association of Insurance Commissioners NAIC id number: N/A )
Policy contract number15198
Policy instance 3
Insurance contract or identification number15198
Number of Individuals Covered1620
Insurance policy start date2014-02-01
Insurance policy end date2015-01-31
Other welfare benefits providedMENTAL HEALTH & SUBSTANCE ABUSE
Welfare Benefit Premiums Paid to CarrierUSD $62,736
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 numberSL10184
Policy instance 4
Insurance contract or identification numberSL10184
Number of Individuals Covered143
Insurance policy start date2014-02-01
Insurance policy end date2015-01-31
Total amount of commissions paid to insurance brokerUSD $23,193
Welfare Benefit Premiums Paid to CarrierUSD $231,933
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,193
Insurance broker organization code?3
Insurance broker nameSTOP LOSS INSURANCE SERVICES, INC.
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number03374
Policy instance 5
Insurance contract or identification number03374
Number of Individuals Covered4286
Insurance policy start date2014-02-01
Insurance policy end date2015-01-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,822,469
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 number00409401
Policy instance 8
Insurance contract or identification number00409401
Number of Individuals Covered1302
Insurance policy start date2014-02-01
Insurance policy end date2015-01-31
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberSRSUP
Policy instance 9
Insurance contract or identification numberSRSUP
Number of Individuals Covered539
Insurance policy start date2014-02-01
Insurance policy end date2015-01-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,618,940
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberS5921
Policy instance 10
Insurance contract or identification numberS5921
Number of Individuals Covered539
Insurance policy start date2014-02-01
Insurance policy end date2015-01-31
Welfare Benefit Premiums Paid to CarrierUSD $1,740,608
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0711865
Policy instance 11
Insurance contract or identification number0711865
Number of Individuals Covered55
Insurance policy start date2014-02-01
Insurance policy end date2015-01-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $27,254
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 number877
Policy instance 7
Insurance contract or identification number877
Number of Individuals Covered2594
Insurance policy start date2014-02-01
Insurance policy end date2015-01-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $12,808,135
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number101635
Policy instance 2
Insurance contract or identification number101635
Number of Individuals Covered48
Insurance policy start date2013-02-01
Insurance policy end date2014-01-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $244,547
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
U. S. BEHAVIORAL HEALTH PLAN, CALIFORNIA DBA OPTUMHEALTH (National Association of Insurance Commissioners NAIC id number: N/A )
Policy contract number15198
Policy instance 3
Insurance contract or identification number15198
Number of Individuals Covered1660
Insurance policy start date2013-02-01
Insurance policy end date2014-01-31
Other welfare benefits providedMENTAL HEALTH & SUBSTANCE ABUSE
Welfare Benefit Premiums Paid to CarrierUSD $65,409
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberSE3E50024
Policy instance 4
Insurance contract or identification numberSE3E50024
Number of Individuals Covered162
Insurance policy start date2013-02-01
Insurance policy end date2014-01-31
Total amount of commissions paid to insurance brokerUSD $25,685
Welfare Benefit Premiums Paid to CarrierUSD $256,849
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,685
Insurance broker organization code?3
Insurance broker nameSTOP LOSS INSURANCE SERVICES, INC.
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number750
Policy instance 6
Insurance contract or identification number750
Number of Individuals Covered301
Insurance policy start date2013-02-01
Insurance policy end date2014-01-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,392,108
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 number877
Policy instance 7
Insurance contract or identification number877
Number of Individuals Covered2619
Insurance policy start date2013-02-01
Insurance policy end date2014-01-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $13,072,035
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 number00409401
Policy instance 8
Insurance contract or identification number00409401
Number of Individuals Covered1356
Insurance policy start date2013-02-01
Insurance policy end date2014-01-31
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number2634
Policy instance 9
Insurance contract or identification number2634
Number of Individuals Covered539
Insurance policy start date2013-02-01
Insurance policy end date2014-01-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,487,015
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberS5921
Policy instance 10
Insurance contract or identification numberS5921
Number of Individuals Covered539
Insurance policy start date2013-02-01
Insurance policy end date2014-01-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,663,662
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0711865
Policy instance 11
Insurance contract or identification number0711865
Number of Individuals Covered123
Insurance policy start date2013-02-01
Insurance policy end date2014-01-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $41,924
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0718716
Policy instance 1
Insurance contract or identification number0718716
Number of Individuals Covered132
Insurance policy start date2013-02-01
Insurance policy end date2014-01-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,197,054
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 number03374
Policy instance 5
Insurance contract or identification number03374
Number of Individuals Covered4408
Insurance policy start date2013-02-01
Insurance policy end date2014-01-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,900,124
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
U. S. BEHAVIORAL HEALTH PLAN, CALIFORNIA DBA OPTUMHEALTH (National Association of Insurance Commissioners NAIC id number: N/A )
Policy contract number15198
Policy instance 3
Insurance contract or identification number15198
Number of Individuals Covered1651
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Other welfare benefits providedMENTAL HEALTH & SUBSTANCE ABUSE
Welfare Benefit Premiums Paid to CarrierUSD $61,573
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberSE3E50024
Policy instance 4
Insurance contract or identification numberSE3E50024
Number of Individuals Covered136
Insurance policy start date2012-02-01
Insurance policy end date2013-01-31
Total amount of commissions paid to insurance brokerUSD $22,927
Welfare Benefit Premiums Paid to CarrierUSD $229,268
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,927
Insurance broker organization code?3
Insurance broker nameSTOP LOSS INSURANCE SERVICES, INC.
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number03374
Policy instance 5
Insurance contract or identification number03374
Number of Individuals Covered4381
Insurance policy start date2012-02-01
Insurance policy end date2013-01-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,102,560
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberNONE
Policy instance 10
Insurance contract or identification numberNONE
Number of Individuals Covered0
Insurance policy start date2012-02-01
Insurance policy end date2013-01-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,398,326
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number750
Policy instance 6
Insurance contract or identification number750
Number of Individuals Covered301
Insurance policy start date2012-02-01
Insurance policy end date2013-01-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,448,916
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 number877
Policy instance 7
Insurance contract or identification number877
Number of Individuals Covered2414
Insurance policy start date2012-02-01
Insurance policy end date2013-01-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $11,947,625
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 number00409401
Policy instance 8
Insurance contract or identification number00409401
Number of Individuals Covered1403
Insurance policy start date2012-02-01
Insurance policy end date2013-01-31
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number718716
Policy instance 9
Insurance contract or identification number718716
Number of Individuals Covered132
Insurance policy start date2012-02-01
Insurance policy end date2013-01-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,665,926
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number149908
Policy instance 2
Insurance contract or identification number149908
Number of Individuals Covered306
Insurance policy start date2012-02-01
Insurance policy end date2013-01-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $247,110
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0711865
Policy instance 1
Insurance contract or identification number0711865
Number of Individuals Covered143
Insurance policy start date2012-02-01
Insurance policy end date2013-01-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $45,375
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number101636
Policy instance 2
Insurance contract or identification number101636
Number of Individuals Covered360
Insurance policy start date2011-02-01
Insurance policy end date2012-01-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,363,776
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 number10000895
Policy instance 3
Insurance contract or identification number10000895
Number of Individuals Covered463
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Other welfare benefits providedMENTAL HEALTH & SUBSTANCE ABUSE
Welfare Benefit Premiums Paid to CarrierUSD $179,752
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 number3374
Policy instance 6
Insurance contract or identification number3374
Number of Individuals Covered1884
Insurance policy start date2011-02-01
Insurance policy end date2012-01-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,944,979
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberSE3E50024
Policy instance 4
Insurance contract or identification numberSE3E50024
Number of Individuals Covered200
Insurance policy start date2011-02-01
Insurance policy end date2012-01-31
Total amount of commissions paid to insurance brokerUSD $23,159
Welfare Benefit Premiums Paid to CarrierUSD $231,590
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberSRSUP
Policy instance 5
Insurance contract or identification numberSRSUP
Number of Individuals Covered528
Insurance policy start date2011-02-01
Insurance policy end date2012-01-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,404,283
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 number877
Policy instance 7
Insurance contract or identification number877
Number of Individuals Covered2224
Insurance policy start date2011-02-01
Insurance policy end date2012-01-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,676,950
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 number750
Policy instance 8
Insurance contract or identification number750
Number of Individuals Covered301
Insurance policy start date2011-02-01
Insurance policy end date2012-01-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,296,472
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 number00409401
Policy instance 9
Insurance contract or identification number00409401
Number of Individuals Covered1442
Insurance policy start date2011-02-01
Insurance policy end date2012-01-31
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0718716
Policy instance 1
Insurance contract or identification number0718716
Number of Individuals Covered132
Insurance policy start date2011-02-01
Insurance policy end date2012-01-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,015,527
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
U. S. BEHAVIORAL HEALTH PLAN, CALIFORNIA DBA OPTUMHEALTH (National Association of Insurance Commissioners NAIC id number: N/A )
Policy contract number10000895
Policy instance 10
Insurance contract or identification number10000895
Number of Individuals Covered1236
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
Other welfare benefits providedMENTAL HEALTH & SUBSTANCE ABUSE
Welfare Benefit Premiums Paid to CarrierUSD $282,312
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberSE3E50024
Policy instance 9
Insurance contract or identification numberSE3E50024
Number of Individuals Covered255
Insurance policy start date2010-02-01
Insurance policy end date2011-01-31
Total amount of commissions paid to insurance brokerUSD $22,813
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $228,126
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 number00409401
Policy instance 8
Insurance contract or identification number00409401
Number of Individuals Covered1868
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
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number101640
Policy instance 7
Insurance contract or identification number101640
Number of Individuals Covered43
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 $416,938
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 number877
Policy instance 6
Insurance contract or identification number877
Number of Individuals Covered1559
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 $7,098,582
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 number3374
Policy instance 5
Insurance contract or identification number3374
Number of Individuals Covered1840
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number101632
Policy instance 4
Insurance contract or identification number101632
Number of Individuals Covered442
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 $4,767,919
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number718716
Policy instance 2
Insurance contract or identification number718716
Number of Individuals Covered128
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 $1,145,045
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number711865
Policy instance 1
Insurance contract or identification number711865
Number of Individuals Covered141
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 $39,245
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 number750
Policy instance 3
Insurance contract or identification number750
Number of Individuals Covered290
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 $1,237,722
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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