401k Plan data: RETIRED MACHINISTS' HEALTH PLAN plan

RETIRED MACHINISTS' HEALTH PLAN 401k Plan overview

Plan Name	RETIRED MACHINISTS' HEALTH PLAN
Plan identification number	501

RETIRED MACHINISTS' HEALTH PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Dental Vision

401k Sponsoring company profile

BOARD OF TRUSTEES - CMTA-IAM JOINT, has sponsored the creation of one or more 401k plans.

Company Name: BOARD OF TRUSTEES - CMTA-IAM JOINT,

Employer identification number (EIN): 946130509

NAIC Classification: 332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIRED MACHINISTS' HEALTH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2021-09-01 THOMAS DILLON 2023-06-08 DON CROSATTO 2023-06-04
501 2020-09-01
501 2019-09-01
501 2018-09-01
501 2017-09-01
501 2016-09-01 THOMAS DILLON JAMES BENO 2018-06-08
501 2015-09-01 THOMAS DILLON JAMES BENO 2017-06-13
501 2014-09-01 THOMAS DILLON JAMES BENO 2016-03-24
501 2013-09-01 THOMAS DILLON JAMES BENO 2015-06-26
501 2012-09-01 THOMAS DILLON JAMES BENO 2014-05-12
501 2011-09-01 JAMES BENO WILLIAM BRUNELLI 2013-04-19
501 2010-09-01 JAMES BENO WILLIAM BRUNELLI 2012-06-12
501 2009-09-01 JAMES BENO WILLIAM BRUNELLI 2011-06-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
501	2021-09-01	THOMAS DILLON	2023-06-08	DON CROSATTO	2023-06-04
501	2020-09-01
501	2019-09-01
501	2018-09-01
501	2017-09-01
501	2016-09-01	THOMAS DILLON		JAMES BENO	2018-06-08
501	2015-09-01	THOMAS DILLON		JAMES BENO	2017-06-13
501	2014-09-01	THOMAS DILLON		JAMES BENO	2016-03-24
501	2013-09-01	THOMAS DILLON		JAMES BENO	2015-06-26
501	2012-09-01	THOMAS DILLON		JAMES BENO	2014-05-12
501	2011-09-01	JAMES BENO		WILLIAM BRUNELLI	2013-04-19
501	2010-09-01	JAMES BENO		WILLIAM BRUNELLI	2012-06-12
501	2009-09-01	JAMES BENO		WILLIAM BRUNELLI	2011-06-10

Plan Statistics for RETIRED MACHINISTS' HEALTH PLAN

401k plan membership statisitcs for RETIRED MACHINISTS' HEALTH PLAN

Measure Date Value
2021: RETIRED MACHINISTS' HEALTH PLAN 2021 401k membership
Total participants, beginning-of-year 2021-09-01 658
Total number of active participants reported on line 7a of the Form 5500 2021-09-01 0
Number of retired or separated participants receiving benefits 2021-09-01 617
Number of other retired or separated participants entitled to future benefits 2021-09-01 0
Total of all active and inactive participants 2021-09-01 617
Number of employers contributing to the scheme 2021-09-01 0
2020: RETIRED MACHINISTS' HEALTH PLAN 2020 401k membership
Total participants, beginning-of-year 2020-09-01 725
Total number of active participants reported on line 7a of the Form 5500 2020-09-01 0
Number of retired or separated participants receiving benefits 2020-09-01 658
Number of other retired or separated participants entitled to future benefits 2020-09-01 0
Total of all active and inactive participants 2020-09-01 658
Number of employers contributing to the scheme 2020-09-01 0
2019: RETIRED MACHINISTS' HEALTH PLAN 2019 401k membership
Total participants, beginning-of-year 2019-09-01 831
Total number of active participants reported on line 7a of the Form 5500 2019-09-01 12
Number of retired or separated participants receiving benefits 2019-09-01 713
Number of other retired or separated participants entitled to future benefits 2019-09-01 0
Total of all active and inactive participants 2019-09-01 725
Number of employers contributing to the scheme 2019-09-01 2
2018: RETIRED MACHINISTS' HEALTH PLAN 2018 401k membership
Total participants, beginning-of-year 2018-09-01 1,008
Total number of active participants reported on line 7a of the Form 5500 2018-09-01 32
Number of retired or separated participants receiving benefits 2018-09-01 799
Number of other retired or separated participants entitled to future benefits 2018-09-01 0
Total of all active and inactive participants 2018-09-01 831
Number of employers contributing to the scheme 2018-09-01 9
2017: RETIRED MACHINISTS' HEALTH PLAN 2017 401k membership
Total participants, beginning-of-year 2017-09-01 1,181
Total number of active participants reported on line 7a of the Form 5500 2017-09-01 91
Number of retired or separated participants receiving benefits 2017-09-01 917
Number of other retired or separated participants entitled to future benefits 2017-09-01 0
Total of all active and inactive participants 2017-09-01 1,008
Number of employers contributing to the scheme 2017-09-01 19
2016: RETIRED MACHINISTS' HEALTH PLAN 2016 401k membership
Total participants, beginning-of-year 2016-09-01 1,486
Total number of active participants reported on line 7a of the Form 5500 2016-09-01 201
Number of retired or separated participants receiving benefits 2016-09-01 980
Number of other retired or separated participants entitled to future benefits 2016-09-01 0
Total of all active and inactive participants 2016-09-01 1,181
Number of employers contributing to the scheme 2016-09-01 21
2015: RETIRED MACHINISTS' HEALTH PLAN 2015 401k membership
Total participants, beginning-of-year 2015-09-01 1,680
Total number of active participants reported on line 7a of the Form 5500 2015-09-01 327
Number of retired or separated participants receiving benefits 2015-09-01 1,159
Number of other retired or separated participants entitled to future benefits 2015-09-01 0
Total of all active and inactive participants 2015-09-01 1,486
Number of employers contributing to the scheme 2015-09-01 46
2014: RETIRED MACHINISTS' HEALTH PLAN 2014 401k membership
Total participants, beginning-of-year 2014-09-01 1,910
Total number of active participants reported on line 7a of the Form 5500 2014-09-01 450
Number of retired or separated participants receiving benefits 2014-09-01 1,230
Number of other retired or separated participants entitled to future benefits 2014-09-01 0
Total of all active and inactive participants 2014-09-01 1,680
Number of employers contributing to the scheme 2014-09-01 52
2013: RETIRED MACHINISTS' HEALTH PLAN 2013 401k membership
Total participants, beginning-of-year 2013-09-01 3,047
Total number of active participants reported on line 7a of the Form 5500 2013-09-01 569
Number of retired or separated participants receiving benefits 2013-09-01 1,341
Number of other retired or separated participants entitled to future benefits 2013-09-01 0
Total of all active and inactive participants 2013-09-01 1,910
Number of employers contributing to the scheme 2013-09-01 69
2012: RETIRED MACHINISTS' HEALTH PLAN 2012 401k membership
Total participants, beginning-of-year 2012-09-01 3,190
Total number of active participants reported on line 7a of the Form 5500 2012-09-01 1,527
Number of retired or separated participants receiving benefits 2012-09-01 1,520
Number of other retired or separated participants entitled to future benefits 2012-09-01 0
Total of all active and inactive participants 2012-09-01 3,047
Number of employers contributing to the scheme 2012-09-01 82
2011: RETIRED MACHINISTS' HEALTH PLAN 2011 401k membership
Total participants, beginning-of-year 2011-09-01 3,480
Total number of active participants reported on line 7a of the Form 5500 2011-09-01 1,586
Number of retired or separated participants receiving benefits 2011-09-01 1,604
Number of other retired or separated participants entitled to future benefits 2011-09-01 0
Total of all active and inactive participants 2011-09-01 3,190
Number of employers contributing to the scheme 2011-09-01 95
2010: RETIRED MACHINISTS' HEALTH PLAN 2010 401k membership
Total participants, beginning-of-year 2010-09-01 3,904
Total number of active participants reported on line 7a of the Form 5500 2010-09-01 1,877
Number of retired or separated participants receiving benefits 2010-09-01 1,723
Number of other retired or separated participants entitled to future benefits 2010-09-01 0
Total of all active and inactive participants 2010-09-01 3,600
Number of employers contributing to the scheme 2010-09-01 245
2009: RETIRED MACHINISTS' HEALTH PLAN 2009 401k membership
Total participants, beginning-of-year 2009-09-01 4,280
Total number of active participants reported on line 7a of the Form 5500 2009-09-01 2,012
Number of retired or separated participants receiving benefits 2009-09-01 1,892
Number of other retired or separated participants entitled to future benefits 2009-09-01 0
Total of all active and inactive participants 2009-09-01 3,904
Number of employers contributing to the scheme 2009-09-01 230

Measure	Date	Value
2021: RETIRED MACHINISTS' HEALTH PLAN 2021 401k membership
Total participants, beginning-of-year	2021-09-01	658
Total number of active participants reported on line 7a of the Form 5500	2021-09-01	0
Number of retired or separated participants receiving benefits	2021-09-01	617
Number of other retired or separated participants entitled to future benefits	2021-09-01	0
Total of all active and inactive participants	2021-09-01	617
Number of employers contributing to the scheme	2021-09-01	0
2020: RETIRED MACHINISTS' HEALTH PLAN 2020 401k membership
Total participants, beginning-of-year	2020-09-01	725
Total number of active participants reported on line 7a of the Form 5500	2020-09-01	0
Number of retired or separated participants receiving benefits	2020-09-01	658
Number of other retired or separated participants entitled to future benefits	2020-09-01	0
Total of all active and inactive participants	2020-09-01	658
Number of employers contributing to the scheme	2020-09-01	0
2019: RETIRED MACHINISTS' HEALTH PLAN 2019 401k membership
Total participants, beginning-of-year	2019-09-01	831
Total number of active participants reported on line 7a of the Form 5500	2019-09-01	12
Number of retired or separated participants receiving benefits	2019-09-01	713
Number of other retired or separated participants entitled to future benefits	2019-09-01	0
Total of all active and inactive participants	2019-09-01	725
Number of employers contributing to the scheme	2019-09-01	2
2018: RETIRED MACHINISTS' HEALTH PLAN 2018 401k membership
Total participants, beginning-of-year	2018-09-01	1,008
Total number of active participants reported on line 7a of the Form 5500	2018-09-01	32
Number of retired or separated participants receiving benefits	2018-09-01	799
Number of other retired or separated participants entitled to future benefits	2018-09-01	0
Total of all active and inactive participants	2018-09-01	831
Number of employers contributing to the scheme	2018-09-01	9
2017: RETIRED MACHINISTS' HEALTH PLAN 2017 401k membership
Total participants, beginning-of-year	2017-09-01	1,181
Total number of active participants reported on line 7a of the Form 5500	2017-09-01	91
Number of retired or separated participants receiving benefits	2017-09-01	917
Number of other retired or separated participants entitled to future benefits	2017-09-01	0
Total of all active and inactive participants	2017-09-01	1,008
Number of employers contributing to the scheme	2017-09-01	19
2016: RETIRED MACHINISTS' HEALTH PLAN 2016 401k membership
Total participants, beginning-of-year	2016-09-01	1,486
Total number of active participants reported on line 7a of the Form 5500	2016-09-01	201
Number of retired or separated participants receiving benefits	2016-09-01	980
Number of other retired or separated participants entitled to future benefits	2016-09-01	0
Total of all active and inactive participants	2016-09-01	1,181
Number of employers contributing to the scheme	2016-09-01	21
2015: RETIRED MACHINISTS' HEALTH PLAN 2015 401k membership
Total participants, beginning-of-year	2015-09-01	1,680
Total number of active participants reported on line 7a of the Form 5500	2015-09-01	327
Number of retired or separated participants receiving benefits	2015-09-01	1,159
Number of other retired or separated participants entitled to future benefits	2015-09-01	0
Total of all active and inactive participants	2015-09-01	1,486
Number of employers contributing to the scheme	2015-09-01	46
2014: RETIRED MACHINISTS' HEALTH PLAN 2014 401k membership
Total participants, beginning-of-year	2014-09-01	1,910
Total number of active participants reported on line 7a of the Form 5500	2014-09-01	450
Number of retired or separated participants receiving benefits	2014-09-01	1,230
Number of other retired or separated participants entitled to future benefits	2014-09-01	0
Total of all active and inactive participants	2014-09-01	1,680
Number of employers contributing to the scheme	2014-09-01	52
2013: RETIRED MACHINISTS' HEALTH PLAN 2013 401k membership
Total participants, beginning-of-year	2013-09-01	3,047
Total number of active participants reported on line 7a of the Form 5500	2013-09-01	569
Number of retired or separated participants receiving benefits	2013-09-01	1,341
Number of other retired or separated participants entitled to future benefits	2013-09-01	0
Total of all active and inactive participants	2013-09-01	1,910
Number of employers contributing to the scheme	2013-09-01	69
2012: RETIRED MACHINISTS' HEALTH PLAN 2012 401k membership
Total participants, beginning-of-year	2012-09-01	3,190
Total number of active participants reported on line 7a of the Form 5500	2012-09-01	1,527
Number of retired or separated participants receiving benefits	2012-09-01	1,520
Number of other retired or separated participants entitled to future benefits	2012-09-01	0
Total of all active and inactive participants	2012-09-01	3,047
Number of employers contributing to the scheme	2012-09-01	82
2011: RETIRED MACHINISTS' HEALTH PLAN 2011 401k membership
Total participants, beginning-of-year	2011-09-01	3,480
Total number of active participants reported on line 7a of the Form 5500	2011-09-01	1,586
Number of retired or separated participants receiving benefits	2011-09-01	1,604
Number of other retired or separated participants entitled to future benefits	2011-09-01	0
Total of all active and inactive participants	2011-09-01	3,190
Number of employers contributing to the scheme	2011-09-01	95
2010: RETIRED MACHINISTS' HEALTH PLAN 2010 401k membership
Total participants, beginning-of-year	2010-09-01	3,904
Total number of active participants reported on line 7a of the Form 5500	2010-09-01	1,877
Number of retired or separated participants receiving benefits	2010-09-01	1,723
Number of other retired or separated participants entitled to future benefits	2010-09-01	0
Total of all active and inactive participants	2010-09-01	3,600
Number of employers contributing to the scheme	2010-09-01	245
2009: RETIRED MACHINISTS' HEALTH PLAN 2009 401k membership
Total participants, beginning-of-year	2009-09-01	4,280
Total number of active participants reported on line 7a of the Form 5500	2009-09-01	2,012
Number of retired or separated participants receiving benefits	2009-09-01	1,892
Number of other retired or separated participants entitled to future benefits	2009-09-01	0
Total of all active and inactive participants	2009-09-01	3,904
Number of employers contributing to the scheme	2009-09-01	230

Financial Data on RETIRED MACHINISTS' HEALTH PLAN

Measure	Date	Value
2022 : RETIRED MACHINISTS' HEALTH PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-08-31	$239,713
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-08-31	$283,077
Total income from all sources (including contributions)	2022-08-31	$3,875,518
Total loss/gain on sale of assets	2022-08-31	$0
Total of all expenses incurred	2022-08-31	$4,465,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-08-31	$4,118,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-08-31	$4,427,569
Value of total assets at end of year	2022-08-31	$4,818,667
Value of total assets at beginning of year	2022-08-31	$5,451,805
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-08-31	$347,191
Total interest from all sources	2022-08-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-08-31	$185,302
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-08-31	$185,302
Administrative expenses professional fees incurred	2022-08-31	$83,027
Was this plan covered by a fidelity bond	2022-08-31	Yes
Value of fidelity bond cover	2022-08-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2022-08-31	No
Contributions received from participants	2022-08-31	$4,427,569
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-08-31	$35,193
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-08-31	$34,613
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-08-31	$230,939
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-08-31	$279,901
Administrative expenses (other) incurred	2022-08-31	$101,942
Liabilities. Value of operating payables at end of year	2022-08-31	$8,774
Liabilities. Value of operating payables at beginning of year	2022-08-31	$3,176
Total non interest bearing cash at end of year	2022-08-31	$911,167
Total non interest bearing cash at beginning of year	2022-08-31	$992,376
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-08-31	No
Value of net income/loss	2022-08-31	$-589,774
Value of net assets at end of year (total assets less liabilities)	2022-08-31	$4,578,954
Value of net assets at beginning of year (total assets less liabilities)	2022-08-31	$5,168,728
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-08-31	No
Were any leases to which the plan was party in default or uncollectible	2022-08-31	No
Investment advisory and management fees	2022-08-31	$4,662
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-08-31	$3,611,542
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-08-31	$3,739,703
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-08-31	$260,765
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-08-31	$685,113
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-08-31	$685,113
Expenses. Payments to insurance carriers foe the provision of benefits	2022-08-31	$4,096,667
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-08-31	$-737,353
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-08-31	Yes
Was there a failure to transmit to the plan any participant contributions	2022-08-31	No
Has the plan failed to provide any benefit when due under the plan	2022-08-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-08-31	$21,434
Contract administrator fees	2022-08-31	$157,560
Did the plan have assets held for investment	2022-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-08-31	No
Opinion of an independent qualified public accountant for this plan	2022-08-31	Unqualified
Accountancy firm name	2022-08-31	WITHUMSMITH+BROWN, PC
Accountancy firm EIN	2022-08-31	222027092
2021 : RETIRED MACHINISTS' HEALTH PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-08-31	$283,077
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-08-31	$325,980
Total income from all sources (including contributions)	2021-08-31	$5,812,367
Total of all expenses incurred	2021-08-31	$5,471,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-08-31	$5,121,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-08-31	$5,524,750
Value of total assets at end of year	2021-08-31	$5,451,805
Value of total assets at beginning of year	2021-08-31	$5,153,973
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-08-31	$349,930
Total dividends received (eg from common stock, registered investment company shares)	2021-08-31	$108,683
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-08-31	$108,683
Administrative expenses professional fees incurred	2021-08-31	$96,287
Was this plan covered by a fidelity bond	2021-08-31	Yes
Value of fidelity bond cover	2021-08-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2021-08-31	No
Contributions received from participants	2021-08-31	$5,534,102
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-08-31	$34,613
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-08-31	$42,508
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-08-31	$279,901
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-08-31	$321,942
Administrative expenses (other) incurred	2021-08-31	$94,384
Liabilities. Value of operating payables at end of year	2021-08-31	$3,176
Liabilities. Value of operating payables at beginning of year	2021-08-31	$4,038
Total non interest bearing cash at end of year	2021-08-31	$992,376
Total non interest bearing cash at beginning of year	2021-08-31	$981,373
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-08-31	No
Value of net income/loss	2021-08-31	$340,735
Value of net assets at end of year (total assets less liabilities)	2021-08-31	$5,168,728
Value of net assets at beginning of year (total assets less liabilities)	2021-08-31	$4,827,993
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-08-31	No
Were any leases to which the plan was party in default or uncollectible	2021-08-31	No
Investment advisory and management fees	2021-08-31	$4,719
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-08-31	$3,739,703
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-08-31	$3,984,979
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-08-31	$685,113
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-08-31	$145,113
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-08-31	$145,113
Expenses. Payments to insurance carriers foe the provision of benefits	2021-08-31	$5,085,591
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-08-31	$178,934
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-08-31	Yes
Was there a failure to transmit to the plan any participant contributions	2021-08-31	No
Has the plan failed to provide any benefit when due under the plan	2021-08-31	No
Contributions received in cash from employer	2021-08-31	$-9,352
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-08-31	$36,111
Contract administrator fees	2021-08-31	$154,540
Did the plan have assets held for investment	2021-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-08-31	No
Opinion of an independent qualified public accountant for this plan	2021-08-31	Unqualified
Accountancy firm name	2021-08-31	WITHUMSMITH+BROWN, PC
Accountancy firm EIN	2021-08-31	222027092
2020 : RETIRED MACHINISTS' HEALTH PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-08-31	$325,980
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-08-31	$409,956
Total income from all sources (including contributions)	2020-08-31	$6,872,124
Total of all expenses incurred	2020-08-31	$6,645,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-08-31	$6,273,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-08-31	$6,522,334
Value of total assets at end of year	2020-08-31	$5,153,973
Value of total assets at beginning of year	2020-08-31	$5,011,401
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-08-31	$371,708
Total interest from all sources	2020-08-31	$2,160
Total dividends received (eg from common stock, registered investment company shares)	2020-08-31	$94,750
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-08-31	$94,750
Administrative expenses professional fees incurred	2020-08-31	$119,924
Was this plan covered by a fidelity bond	2020-08-31	Yes
Value of fidelity bond cover	2020-08-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2020-08-31	No
Contributions received from participants	2020-08-31	$6,523,874
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-08-31	$42,508
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-08-31	$37,173
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-08-31	$321,942
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-08-31	$399,453
Other income not declared elsewhere	2020-08-31	$276
Administrative expenses (other) incurred	2020-08-31	$96,341
Liabilities. Value of operating payables at end of year	2020-08-31	$4,038
Liabilities. Value of operating payables at beginning of year	2020-08-31	$10,503
Total non interest bearing cash at end of year	2020-08-31	$981,373
Total non interest bearing cash at beginning of year	2020-08-31	$1,192,966
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-08-31	No
Value of net income/loss	2020-08-31	$226,548
Value of net assets at end of year (total assets less liabilities)	2020-08-31	$4,827,993
Value of net assets at beginning of year (total assets less liabilities)	2020-08-31	$4,601,445
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-08-31	No
Were any leases to which the plan was party in default or uncollectible	2020-08-31	No
Investment advisory and management fees	2020-08-31	$4,258
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-08-31	$3,984,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-08-31	$3,403,913
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-08-31	$145,113
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-08-31	$377,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-08-31	$377,349
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-08-31	$2,160
Expenses. Payments to insurance carriers foe the provision of benefits	2020-08-31	$6,224,876
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-08-31	$252,604
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-08-31	No
Was there a failure to transmit to the plan any participant contributions	2020-08-31	No
Has the plan failed to provide any benefit when due under the plan	2020-08-31	No
Contributions received in cash from employer	2020-08-31	$-1,540
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-08-31	$48,992
Contract administrator fees	2020-08-31	$151,185
Did the plan have assets held for investment	2020-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-08-31	No
Opinion of an independent qualified public accountant for this plan	2020-08-31	Unqualified
Accountancy firm name	2020-08-31	LINDQUIST LLP
Accountancy firm EIN	2020-08-31	522385296
2019 : RETIRED MACHINISTS' HEALTH PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-08-31	$409,956
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-08-31	$479,906
Total income from all sources (including contributions)	2019-08-31	$7,854,166
Total of all expenses incurred	2019-08-31	$7,680,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-08-31	$7,292,738
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-08-31	$7,591,102
Value of total assets at end of year	2019-08-31	$5,011,401
Value of total assets at beginning of year	2019-08-31	$4,908,121
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-08-31	$388,198
Total interest from all sources	2019-08-31	$7,809
Total dividends received (eg from common stock, registered investment company shares)	2019-08-31	$89,845
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-08-31	$89,845
Administrative expenses professional fees incurred	2019-08-31	$139,729
Was this plan covered by a fidelity bond	2019-08-31	Yes
Value of fidelity bond cover	2019-08-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2019-08-31	No
Contributions received from participants	2019-08-31	$7,575,376
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-08-31	$37,173
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-08-31	$235,514
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-08-31	$399,453
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-08-31	$461,290
Other income not declared elsewhere	2019-08-31	$274
Administrative expenses (other) incurred	2019-08-31	$97,455
Liabilities. Value of operating payables at end of year	2019-08-31	$10,503
Liabilities. Value of operating payables at beginning of year	2019-08-31	$18,616
Total non interest bearing cash at end of year	2019-08-31	$1,192,966
Total non interest bearing cash at beginning of year	2019-08-31	$1,153,488
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-08-31	No
Value of net income/loss	2019-08-31	$173,230
Value of net assets at end of year (total assets less liabilities)	2019-08-31	$4,601,445
Value of net assets at beginning of year (total assets less liabilities)	2019-08-31	$4,428,215
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-08-31	No
Were any leases to which the plan was party in default or uncollectible	2019-08-31	No
Investment advisory and management fees	2019-08-31	$3,964
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-08-31	$3,403,913
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-08-31	$3,174,377
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-08-31	$377,349
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-08-31	$344,742
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-08-31	$344,742
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-08-31	$7,809
Expenses. Payments to insurance carriers foe the provision of benefits	2019-08-31	$7,198,767
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-08-31	$165,136
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-08-31	No
Was there a failure to transmit to the plan any participant contributions	2019-08-31	No
Has the plan failed to provide any benefit when due under the plan	2019-08-31	No
Contributions received in cash from employer	2019-08-31	$15,726
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-08-31	$93,971
Contract administrator fees	2019-08-31	$147,050
Did the plan have assets held for investment	2019-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-08-31	No
Opinion of an independent qualified public accountant for this plan	2019-08-31	Unqualified
Accountancy firm name	2019-08-31	LINDQUIST LLP
Accountancy firm EIN	2019-08-31	522385296
2018 : RETIRED MACHINISTS' HEALTH PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-08-31	$479,906
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-08-31	$579,995
Total income from all sources (including contributions)	2018-08-31	$8,268,020
Total of all expenses incurred	2018-08-31	$8,200,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-08-31	$7,839,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-08-31	$8,198,876
Value of total assets at end of year	2018-08-31	$4,908,121
Value of total assets at beginning of year	2018-08-31	$4,941,034
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-08-31	$361,159
Total interest from all sources	2018-08-31	$2,881
Total dividends received (eg from common stock, registered investment company shares)	2018-08-31	$80,879
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-08-31	$80,879
Administrative expenses professional fees incurred	2018-08-31	$120,354
Was this plan covered by a fidelity bond	2018-08-31	Yes
Value of fidelity bond cover	2018-08-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2018-08-31	No
Contributions received from participants	2018-08-31	$8,133,524
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-08-31	$235,514
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-08-31	$59,596
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-08-31	$461,290
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-08-31	$558,271
Administrative expenses (other) incurred	2018-08-31	$90,860
Liabilities. Value of operating payables at end of year	2018-08-31	$18,616
Liabilities. Value of operating payables at beginning of year	2018-08-31	$21,724
Total non interest bearing cash at end of year	2018-08-31	$1,153,488
Total non interest bearing cash at beginning of year	2018-08-31	$1,431,410
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-08-31	No
Value of net income/loss	2018-08-31	$67,176
Value of net assets at end of year (total assets less liabilities)	2018-08-31	$4,428,215
Value of net assets at beginning of year (total assets less liabilities)	2018-08-31	$4,361,039
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-08-31	No
Were any leases to which the plan was party in default or uncollectible	2018-08-31	No
Investment advisory and management fees	2018-08-31	$3,860
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-08-31	$3,174,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-08-31	$3,227,912
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-08-31	$344,742
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-08-31	$222,116
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-08-31	$222,116
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-08-31	$2,881
Expenses. Payments to insurance carriers foe the provision of benefits	2018-08-31	$7,738,445
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-08-31	$-14,616
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-08-31	No
Was there a failure to transmit to the plan any participant contributions	2018-08-31	No
Has the plan failed to provide any benefit when due under the plan	2018-08-31	No
Contributions received in cash from employer	2018-08-31	$65,352
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-08-31	$101,240
Contract administrator fees	2018-08-31	$146,085
Did the plan have assets held for investment	2018-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-08-31	No
Opinion of an independent qualified public accountant for this plan	2018-08-31	Unqualified
Accountancy firm name	2018-08-31	LINDQUIST LLP
Accountancy firm EIN	2018-08-31	522385296
2017 : RETIRED MACHINISTS' HEALTH PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-08-31	$485,998
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-08-31	$595,687
Total income from all sources (including contributions)	2017-08-31	$9,024,183
Total of all expenses incurred	2017-08-31	$8,854,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-08-31	$8,487,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-08-31	$8,881,686
Value of total assets at end of year	2017-08-31	$4,941,034
Value of total assets at beginning of year	2017-08-31	$4,881,038
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-08-31	$366,858
Total interest from all sources	2017-08-31	$1,125
Total dividends received (eg from common stock, registered investment company shares)	2017-08-31	$77,993
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-08-31	$77,993
Administrative expenses professional fees incurred	2017-08-31	$157,034
Was this plan covered by a fidelity bond	2017-08-31	Yes
Value of fidelity bond cover	2017-08-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2017-08-31	No
Contributions received from participants	2017-08-31	$8,803,874
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-08-31	$59,596
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-08-31	$35,051
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-08-31	$464,274
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-08-31	$551,739
Administrative expenses (other) incurred	2017-08-31	$75,654
Liabilities. Value of operating payables at end of year	2017-08-31	$21,724
Liabilities. Value of operating payables at beginning of year	2017-08-31	$43,948
Total non interest bearing cash at end of year	2017-08-31	$1,431,410
Total non interest bearing cash at beginning of year	2017-08-31	$1,532,758
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-08-31	No
Value of net income/loss	2017-08-31	$169,685
Value of net assets at end of year (total assets less liabilities)	2017-08-31	$4,455,036
Value of net assets at beginning of year (total assets less liabilities)	2017-08-31	$4,285,351
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-08-31	No
Were any leases to which the plan was party in default or uncollectible	2017-08-31	No
Investment advisory and management fees	2017-08-31	$4,251
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-08-31	$3,227,912
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-08-31	$3,022,116
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-08-31	$222,116
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-08-31	$291,113
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-08-31	$291,113
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-08-31	$1,125
Expenses. Payments to insurance carriers foe the provision of benefits	2017-08-31	$8,350,989
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-08-31	$63,379
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-08-31	No
Was there a failure to transmit to the plan any participant contributions	2017-08-31	No
Has the plan failed to provide any benefit when due under the plan	2017-08-31	No
Contributions received in cash from employer	2017-08-31	$77,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-08-31	$136,651
Contract administrator fees	2017-08-31	$129,919
Did the plan have assets held for investment	2017-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-08-31	No
Opinion of an independent qualified public accountant for this plan	2017-08-31	Unqualified
Accountancy firm name	2017-08-31	LINDQUIST LLP
Accountancy firm EIN	2017-08-31	522385296
2016 : RETIRED MACHINISTS' HEALTH PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-08-31	$595,687
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-08-31	$540,278
Total income from all sources (including contributions)	2016-08-31	$10,051,659
Total of all expenses incurred	2016-08-31	$9,956,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-08-31	$9,643,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-08-31	$9,878,676
Value of total assets at end of year	2016-08-31	$4,881,038
Value of total assets at beginning of year	2016-08-31	$4,730,329
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-08-31	$313,263
Total interest from all sources	2016-08-31	$146
Total dividends received (eg from common stock, registered investment company shares)	2016-08-31	$86,047
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-08-31	$86,047
Administrative expenses professional fees incurred	2016-08-31	$96,123
Was this plan covered by a fidelity bond	2016-08-31	Yes
Value of fidelity bond cover	2016-08-31	$500,000
If this is an individual account plan, was there a blackout period	2016-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-08-31	No
Contributions received from participants	2016-08-31	$9,765,500
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-08-31	$35,051
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-08-31	$39,454
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-08-31	$551,739
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-08-31	$515,617
Administrative expenses (other) incurred	2016-08-31	$81,753
Liabilities. Value of operating payables at end of year	2016-08-31	$43,948
Liabilities. Value of operating payables at beginning of year	2016-08-31	$24,661
Total non interest bearing cash at end of year	2016-08-31	$1,532,758
Total non interest bearing cash at beginning of year	2016-08-31	$1,550,602
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-08-31	No
Value of net income/loss	2016-08-31	$95,300
Value of net assets at end of year (total assets less liabilities)	2016-08-31	$4,285,351
Value of net assets at beginning of year (total assets less liabilities)	2016-08-31	$4,190,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-08-31	No
Were any leases to which the plan was party in default or uncollectible	2016-08-31	No
Investment advisory and management fees	2016-08-31	$3,595
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-08-31	$3,022,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-08-31	$3,076,153
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-08-31	$291,113
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-08-31	$64,120
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-08-31	$64,120
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-08-31	$146
Expenses. Payments to insurance carriers foe the provision of benefits	2016-08-31	$9,459,322
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-08-31	$86,790
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-08-31	Yes
Was there a failure to transmit to the plan any participant contributions	2016-08-31	No
Has the plan failed to provide any benefit when due under the plan	2016-08-31	No
Contributions received in cash from employer	2016-08-31	$113,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-08-31	$183,774
Contract administrator fees	2016-08-31	$131,792
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-08-31	No
Did the plan have assets held for investment	2016-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-08-31	No
Opinion of an independent qualified public accountant for this plan	2016-08-31	Unqualified
Accountancy firm name	2016-08-31	LINDQUIST LLP
Accountancy firm EIN	2016-08-31	522385296
2015 : RETIRED MACHINISTS' HEALTH PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-08-31	$540,278
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-08-31	$602,754
Total income from all sources (including contributions)	2015-08-31	$10,863,904
Total of all expenses incurred	2015-08-31	$10,846,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-08-31	$10,510,920
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-08-31	$10,895,311
Value of total assets at end of year	2015-08-31	$4,730,329
Value of total assets at beginning of year	2015-08-31	$4,775,347
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-08-31	$335,526
Total interest from all sources	2015-08-31	$8
Total dividends received (eg from common stock, registered investment company shares)	2015-08-31	$69,394
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-08-31	$69,394
Administrative expenses professional fees incurred	2015-08-31	$121,096
Was this plan covered by a fidelity bond	2015-08-31	Yes
Value of fidelity bond cover	2015-08-31	$500,000
If this is an individual account plan, was there a blackout period	2015-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-08-31	No
Contributions received from participants	2015-08-31	$10,696,439
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-08-31	$39,454
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-08-31	$113,947
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-08-31	$515,617
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-08-31	$598,360
Administrative expenses (other) incurred	2015-08-31	$79,367
Liabilities. Value of operating payables at end of year	2015-08-31	$24,661
Liabilities. Value of operating payables at beginning of year	2015-08-31	$4,394
Total non interest bearing cash at end of year	2015-08-31	$1,550,602
Total non interest bearing cash at beginning of year	2015-08-31	$2,789,674
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-08-31	No
Value of net income/loss	2015-08-31	$17,458
Value of net assets at end of year (total assets less liabilities)	2015-08-31	$4,190,051
Value of net assets at beginning of year (total assets less liabilities)	2015-08-31	$4,172,593
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-08-31	No
Were any leases to which the plan was party in default or uncollectible	2015-08-31	No
Investment advisory and management fees	2015-08-31	$174
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-08-31	$3,076,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-08-31	$1,807,606
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-08-31	$64,120
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-08-31	$64,120
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-08-31	$64,120
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-08-31	$8
Expenses. Payments to insurance carriers foe the provision of benefits	2015-08-31	$10,324,588
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-08-31	$-100,809
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-08-31	Yes
Was there a failure to transmit to the plan any participant contributions	2015-08-31	No
Has the plan failed to provide any benefit when due under the plan	2015-08-31	No
Contributions received in cash from employer	2015-08-31	$198,872
Employer contributions (assets) at end of year	2015-08-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-08-31	$186,332
Contract administrator fees	2015-08-31	$134,889
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-08-31	No
Did the plan have assets held for investment	2015-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-08-31	No
Opinion of an independent qualified public accountant for this plan	2015-08-31	Unqualified
Accountancy firm name	2015-08-31	LINDQUIST LLP
Accountancy firm EIN	2015-08-31	522385296
2014 : RETIRED MACHINISTS' HEALTH PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-08-31	$602,754
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-08-31	$612,205
Total income from all sources (including contributions)	2014-08-31	$11,879,365
Total of all expenses incurred	2014-08-31	$11,529,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-08-31	$11,199,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-08-31	$11,780,837
Value of total assets at end of year	2014-08-31	$4,775,347
Value of total assets at beginning of year	2014-08-31	$4,435,029
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-08-31	$330,444
Total interest from all sources	2014-08-31	$35
Total dividends received (eg from common stock, registered investment company shares)	2014-08-31	$50,684
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-08-31	$50,684
Administrative expenses professional fees incurred	2014-08-31	$93,668
Was this plan covered by a fidelity bond	2014-08-31	Yes
Value of fidelity bond cover	2014-08-31	$500,000
If this is an individual account plan, was there a blackout period	2014-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-08-31	No
Contributions received from participants	2014-08-31	$11,493,627
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-08-31	$113,947
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-08-31	$21,587
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-08-31	$598,360
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-08-31	$605,375
Administrative expenses (other) incurred	2014-08-31	$88,318
Liabilities. Value of operating payables at end of year	2014-08-31	$4,394
Liabilities. Value of operating payables at beginning of year	2014-08-31	$6,830
Total non interest bearing cash at end of year	2014-08-31	$2,789,674
Total non interest bearing cash at beginning of year	2014-08-31	$2,640,243
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-08-31	No
Value of net income/loss	2014-08-31	$349,769
Value of net assets at end of year (total assets less liabilities)	2014-08-31	$4,172,593
Value of net assets at beginning of year (total assets less liabilities)	2014-08-31	$3,822,824
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-08-31	No
Were any leases to which the plan was party in default or uncollectible	2014-08-31	No
Investment advisory and management fees	2014-08-31	$216
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-08-31	$1,807,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-08-31	$1,709,079
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-08-31	$64,120
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-08-31	$64,120
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-08-31	$64,120
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-08-31	$35
Expenses. Payments to insurance carriers foe the provision of benefits	2014-08-31	$11,001,384
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-08-31	$47,809
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-08-31	Yes
Was there a failure to transmit to the plan any participant contributions	2014-08-31	No
Has the plan failed to provide any benefit when due under the plan	2014-08-31	No
Contributions received in cash from employer	2014-08-31	$287,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-08-31	$197,768
Contract administrator fees	2014-08-31	$148,242
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-08-31	No
Did the plan have assets held for investment	2014-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-08-31	No
Opinion of an independent qualified public accountant for this plan	2014-08-31	Qualified
Accountancy firm name	2014-08-31	LINDQUIST LLP
Accountancy firm EIN	2014-08-31	522385296
2013 : RETIRED MACHINISTS' HEALTH PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-08-31	$612,205
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-08-31	$607,185
Total income from all sources (including contributions)	2013-08-31	$12,443,407
Total of all expenses incurred	2013-08-31	$12,059,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-08-31	$11,728,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-08-31	$12,454,603
Value of total assets at end of year	2013-08-31	$4,435,029
Value of total assets at beginning of year	2013-08-31	$4,046,386
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-08-31	$331,180
Total interest from all sources	2013-08-31	$10
Total dividends received (eg from common stock, registered investment company shares)	2013-08-31	$60,910
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-08-31	$60,910
Administrative expenses professional fees incurred	2013-08-31	$79,062
Was this plan covered by a fidelity bond	2013-08-31	Yes
Value of fidelity bond cover	2013-08-31	$500,000
If this is an individual account plan, was there a blackout period	2013-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-08-31	No
Contributions received from participants	2013-08-31	$12,024,071
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-08-31	$21,587
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-08-31	$28,541
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-08-31	$605,375
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-08-31	$600,688
Administrative expenses (other) incurred	2013-08-31	$86,851
Liabilities. Value of operating payables at end of year	2013-08-31	$6,830
Liabilities. Value of operating payables at beginning of year	2013-08-31	$6,497
Total non interest bearing cash at end of year	2013-08-31	$2,640,243
Total non interest bearing cash at beginning of year	2013-08-31	$2,233,451
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-08-31	No
Value of net income/loss	2013-08-31	$383,623
Value of net assets at end of year (total assets less liabilities)	2013-08-31	$3,822,824
Value of net assets at beginning of year (total assets less liabilities)	2013-08-31	$3,439,201
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-08-31	No
Were any leases to which the plan was party in default or uncollectible	2013-08-31	No
Investment advisory and management fees	2013-08-31	$196
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-08-31	$1,709,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-08-31	$1,720,274
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-08-31	$64,120
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-08-31	$64,120
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-08-31	$64,120
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-08-31	$10
Expenses. Payments to insurance carriers foe the provision of benefits	2013-08-31	$11,728,604
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-08-31	$-72,116
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-08-31	No
Was there a failure to transmit to the plan any participant contributions	2013-08-31	No
Has the plan failed to provide any benefit when due under the plan	2013-08-31	No
Contributions received in cash from employer	2013-08-31	$430,532
Contract administrator fees	2013-08-31	$165,071
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-08-31	No
Did the plan have assets held for investment	2013-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-08-31	No
Opinion of an independent qualified public accountant for this plan	2013-08-31	Unqualified
Accountancy firm name	2013-08-31	LINDQUIST LLP
Accountancy firm EIN	2013-08-31	522385296
2012 : RETIRED MACHINISTS' HEALTH PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-08-31	$607,185
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-08-31	$640,841
Total income from all sources (including contributions)	2012-08-31	$13,213,193
Total of all expenses incurred	2012-08-31	$12,718,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-08-31	$12,346,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-08-31	$13,085,306
Value of total assets at end of year	2012-08-31	$4,046,386
Value of total assets at beginning of year	2012-08-31	$3,585,711
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-08-31	$372,688
Total interest from all sources	2012-08-31	$10
Total dividends received (eg from common stock, registered investment company shares)	2012-08-31	$86,167
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-08-31	$86,167
Administrative expenses professional fees incurred	2012-08-31	$95,218
Was this plan covered by a fidelity bond	2012-08-31	Yes
Value of fidelity bond cover	2012-08-31	$500,000
If this is an individual account plan, was there a blackout period	2012-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-08-31	No
Contributions received from participants	2012-08-31	$12,565,049
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-08-31	$28,541
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-08-31	$21,865
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-08-31	$600,688
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-08-31	$636,823
Administrative expenses (other) incurred	2012-08-31	$76,172
Liabilities. Value of operating payables at end of year	2012-08-31	$6,497
Liabilities. Value of operating payables at beginning of year	2012-08-31	$4,018
Total non interest bearing cash at end of year	2012-08-31	$2,233,451
Total non interest bearing cash at beginning of year	2012-08-31	$1,907,339
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-08-31	No
Value of net income/loss	2012-08-31	$494,331
Value of net assets at end of year (total assets less liabilities)	2012-08-31	$3,439,201
Value of net assets at beginning of year (total assets less liabilities)	2012-08-31	$2,944,870
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-08-31	No
Were any leases to which the plan was party in default or uncollectible	2012-08-31	No
Investment advisory and management fees	2012-08-31	$1,092
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-08-31	$1,720,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-08-31	$1,500,611
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-08-31	$64,120
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-08-31	$155,896
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-08-31	$155,896
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-08-31	$10
Expenses. Payments to insurance carriers foe the provision of benefits	2012-08-31	$12,346,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-08-31	$41,710
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-08-31	No
Was there a failure to transmit to the plan any participant contributions	2012-08-31	No
Has the plan failed to provide any benefit when due under the plan	2012-08-31	No
Contributions received in cash from employer	2012-08-31	$520,257
Contract administrator fees	2012-08-31	$200,206
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-08-31	No
Did the plan have assets held for investment	2012-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-08-31	No
Opinion of an independent qualified public accountant for this plan	2012-08-31	Unqualified
Accountancy firm name	2012-08-31	LINDQUIST LLP
Accountancy firm EIN	2012-08-31	522385296
2011 : RETIRED MACHINISTS' HEALTH PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-08-31	$640,841
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-08-31	$470,928
Total income from all sources (including contributions)	2011-08-31	$13,848,261
Total of all expenses incurred	2011-08-31	$13,737,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-08-31	$13,354,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-08-31	$13,747,746
Value of total assets at end of year	2011-08-31	$3,585,711
Value of total assets at beginning of year	2011-08-31	$3,305,516
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-08-31	$382,987
Total interest from all sources	2011-08-31	$12
Total dividends received (eg from common stock, registered investment company shares)	2011-08-31	$60,791
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-08-31	$60,791
Administrative expenses professional fees incurred	2011-08-31	$90,526
Was this plan covered by a fidelity bond	2011-08-31	Yes
Value of fidelity bond cover	2011-08-31	$500,000
If this is an individual account plan, was there a blackout period	2011-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-08-31	No
Contributions received from participants	2011-08-31	$13,116,682
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-08-31	$21,865
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-08-31	$23,645
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-08-31	$636,823
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-08-31	$443,351
Other income not declared elsewhere	2011-08-31	$32,830
Administrative expenses (other) incurred	2011-08-31	$67,615
Liabilities. Value of operating payables at end of year	2011-08-31	$4,018
Liabilities. Value of operating payables at beginning of year	2011-08-31	$27,577
Total non interest bearing cash at end of year	2011-08-31	$1,907,339
Total non interest bearing cash at beginning of year	2011-08-31	$1,693,048
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-08-31	No
Value of net income/loss	2011-08-31	$110,282
Value of net assets at end of year (total assets less liabilities)	2011-08-31	$2,944,870
Value of net assets at beginning of year (total assets less liabilities)	2011-08-31	$2,834,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-08-31	No
Were any leases to which the plan was party in default or uncollectible	2011-08-31	No
Investment advisory and management fees	2011-08-31	$3,261
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-08-31	$1,500,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-08-31	$1,433,224
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-08-31	$155,896
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-08-31	$155,599
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-08-31	$155,599
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-08-31	$12
Expenses. Payments to insurance carriers foe the provision of benefits	2011-08-31	$13,354,992
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-08-31	$6,882
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-08-31	No
Was there a failure to transmit to the plan any participant contributions	2011-08-31	No
Has the plan failed to provide any benefit when due under the plan	2011-08-31	No
Contributions received in cash from employer	2011-08-31	$631,064
Contract administrator fees	2011-08-31	$221,585
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-08-31	No
Did the plan have assets held for investment	2011-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-08-31	No
Opinion of an independent qualified public accountant for this plan	2011-08-31	Unqualified
Accountancy firm name	2011-08-31	LINDQUIST LLP
Accountancy firm EIN	2011-08-31	522385296

Form 5500 Responses for RETIRED MACHINISTS' HEALTH PLAN

2021: RETIRED MACHINISTS' HEALTH PLAN 2021 form 5500 responses
2021-09-01	Type of plan entity	Multi-employer plan
2021-09-01	Submission has been amended	No
2021-09-01	This submission is the final filing	No
2021-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-09-01	Plan is a collectively bargained plan	Yes
2021-09-01	Plan funding arrangement – Trust	Yes
2021-09-01	Plan benefit arrangement – Insurance	Yes
2021-09-01	Plan benefit arrangement - Trust	Yes
2020: RETIRED MACHINISTS' HEALTH PLAN 2020 form 5500 responses
2020-09-01	Type of plan entity	Multi-employer plan
2020-09-01	Plan is a collectively bargained plan	Yes
2020-09-01	Plan funding arrangement – Trust	Yes
2020-09-01	Plan benefit arrangement – Insurance	Yes
2020-09-01	Plan benefit arrangement - Trust	Yes
2019: RETIRED MACHINISTS' HEALTH PLAN 2019 form 5500 responses
2019-09-01	Type of plan entity	Multi-employer plan
2019-09-01	Plan is a collectively bargained plan	Yes
2019-09-01	Plan funding arrangement – Trust	Yes
2019-09-01	Plan benefit arrangement – Insurance	Yes
2019-09-01	Plan benefit arrangement - Trust	Yes
2018: RETIRED MACHINISTS' HEALTH PLAN 2018 form 5500 responses
2018-09-01	Type of plan entity	Multi-employer plan
2018-09-01	Plan is a collectively bargained plan	Yes
2018-09-01	Plan funding arrangement – Trust	Yes
2018-09-01	Plan benefit arrangement – Insurance	Yes
2018-09-01	Plan benefit arrangement - Trust	Yes
2017: RETIRED MACHINISTS' HEALTH PLAN 2017 form 5500 responses
2017-09-01	Type of plan entity	Multi-employer plan
2017-09-01	Plan is a collectively bargained plan	Yes
2017-09-01	Plan funding arrangement – Trust	Yes
2017-09-01	Plan benefit arrangement – Insurance	Yes
2017-09-01	Plan benefit arrangement - Trust	Yes
2016: RETIRED MACHINISTS' HEALTH PLAN 2016 form 5500 responses
2016-09-01	Type of plan entity	Multi-employer plan
2016-09-01	Plan is a collectively bargained plan	Yes
2016-09-01	Plan funding arrangement – Trust	Yes
2016-09-01	Plan benefit arrangement – Insurance	Yes
2016-09-01	Plan benefit arrangement - Trust	Yes
2015: RETIRED MACHINISTS' HEALTH PLAN 2015 form 5500 responses
2015-09-01	Type of plan entity	Multi-employer plan
2015-09-01	Plan is a collectively bargained plan	Yes
2015-09-01	Plan funding arrangement – Trust	Yes
2015-09-01	Plan benefit arrangement – Insurance	Yes
2015-09-01	Plan benefit arrangement - Trust	Yes
2014: RETIRED MACHINISTS' HEALTH PLAN 2014 form 5500 responses
2014-09-01	Type of plan entity	Multi-employer plan
2014-09-01	Plan is a collectively bargained plan	Yes
2014-09-01	Plan funding arrangement – Trust	Yes
2014-09-01	Plan benefit arrangement – Insurance	Yes
2014-09-01	Plan benefit arrangement - Trust	Yes
2013: RETIRED MACHINISTS' HEALTH PLAN 2013 form 5500 responses
2013-09-01	Type of plan entity	Multi-employer plan
2013-09-01	Submission has been amended	Yes
2013-09-01	Plan is a collectively bargained plan	Yes
2013-09-01	Plan funding arrangement – Trust	Yes
2013-09-01	Plan benefit arrangement – Insurance	Yes
2013-09-01	Plan benefit arrangement - Trust	Yes
2012: RETIRED MACHINISTS' HEALTH PLAN 2012 form 5500 responses
2012-09-01	Type of plan entity	Multi-employer plan
2012-09-01	Plan is a collectively bargained plan	Yes
2012-09-01	Plan funding arrangement – Trust	Yes
2012-09-01	Plan benefit arrangement – Insurance	Yes
2012-09-01	Plan benefit arrangement - Trust	Yes
2011: RETIRED MACHINISTS' HEALTH PLAN 2011 form 5500 responses
2011-09-01	Type of plan entity	Multi-employer plan
2011-09-01	Plan is a collectively bargained plan	Yes
2011-09-01	Plan funding arrangement – Trust	Yes
2011-09-01	Plan benefit arrangement – Insurance	Yes
2011-09-01	Plan benefit arrangement - Trust	Yes
2010: RETIRED MACHINISTS' HEALTH PLAN 2010 form 5500 responses
2010-09-01	Type of plan entity	Multi-employer plan
2010-09-01	Plan is a collectively bargained plan	Yes
2010-09-01	Plan funding arrangement – Trust	Yes
2010-09-01	Plan benefit arrangement – Insurance	Yes
2010-09-01	Plan benefit arrangement - Trust	Yes
2009: RETIRED MACHINISTS' HEALTH PLAN 2009 form 5500 responses
2009-09-01	Type of plan entity	Multi-employer plan
2009-09-01	This submission is the final filing	No
2009-09-01	Plan is a collectively bargained plan	Yes
2009-09-01	Plan funding arrangement – Trust	Yes
2009-09-01	Plan benefit arrangement – Insurance	Yes
2009-09-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )

Policy contract number

0901990

Policy instance

Insurance contract or identification number	0901990
Number of Individuals Covered	10
Insurance policy start date	2021-09-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $828
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 )

Policy contract number

69907S

Policy instance

Insurance contract or identification number	69907S
Number of Individuals Covered	7
Insurance policy start date	2021-09-01
Insurance policy end date	2022-08-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $42,105
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 number

45009

Policy instance

Insurance contract or identification number	45009
Number of Individuals Covered	2
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $9,904
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )

Policy contract number

1040

Policy instance

Insurance contract or identification number	1040
Number of Individuals Covered	1
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 )

Policy contract number

0016400

Policy instance

Insurance contract or identification number	0016400
Number of Individuals Covered	22
Insurance policy start date	2021-09-01
Insurance policy end date	2022-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $114,197
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 number

767

Policy instance

Insurance contract or identification number	767
Number of Individuals Covered	620
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $2,444,737
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

UNITEDHEALTHCARE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 32395 )

Policy contract number

S5921

Policy instance

Insurance contract or identification number	S5921
Number of Individuals Covered	130
Insurance policy start date	2021-09-01
Insurance policy end date	2022-08-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $490,477
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 number

SRSUP

Policy instance

Insurance contract or identification number	SRSUP
Number of Individuals Covered	132
Insurance policy start date	2021-09-01
Insurance policy end date	2022-08-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $426,211
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 number

143889

Policy instance

Insurance contract or identification number	143889
Number of Individuals Covered	71
Insurance policy start date	2021-09-01
Insurance policy end date	2022-08-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $384,782
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 number

143889

Policy instance

Insurance contract or identification number	143889
Number of Individuals Covered	73
Insurance policy start date	2020-09-01
Insurance policy end date	2021-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Welfare Benefit Premiums Paid to Carrier	USD $439,186
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 number

767

Policy instance

Insurance contract or identification number	767
Number of Individuals Covered	667
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Welfare Benefit Premiums Paid to Carrier	USD $4,109,326
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 )

Policy contract number

0016400

Policy instance

Insurance contract or identification number	0016400
Number of Individuals Covered	26
Insurance policy start date	2020-09-01
Insurance policy end date	2021-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Welfare Benefit Premiums Paid to Carrier	USD $102,935
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 number

SRSUP

Policy instance

Insurance contract or identification number	SRSUP
Number of Individuals Covered	145
Insurance policy start date	2020-09-01
Insurance policy end date	2021-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $521,787
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 number

0718354

Policy instance

Insurance contract or identification number	0718354
Number of Individuals Covered	1
Insurance policy start date	2020-09-01
Insurance policy end date	2021-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $228
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )

Policy contract number

1040

Policy instance

Insurance contract or identification number	1040
Number of Individuals Covered	1
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Welfare Benefit Premiums Paid to Carrier	USD $3,180
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

UNITEDHEALTHCARE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 32395 )

Policy contract number

S5921

Policy instance

Insurance contract or identification number	S5921
Number of Individuals Covered	144
Insurance policy start date	2020-09-01
Insurance policy end date	2021-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Welfare Benefit Premiums Paid to Carrier	USD $584,813
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 )

Policy contract number

69907S

Policy instance

Insurance contract or identification number	69907S
Number of Individuals Covered	8
Insurance policy start date	2020-09-01
Insurance policy end date	2021-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $45,417
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 number

0901990

Policy instance

Insurance contract or identification number	0901990
Number of Individuals Covered	10
Insurance policy start date	2020-09-01
Insurance policy end date	2021-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $3,447
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 number

45009

Policy instance

Insurance contract or identification number	45009
Number of Individuals Covered	2
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Welfare Benefit Premiums Paid to Carrier	USD $9,904
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

UNITEDHEALTHCARE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 32395 )

Policy contract number

S5921

Policy instance

Insurance contract or identification number	S5921
Number of Individuals Covered	166
Insurance policy start date	2019-09-01
Insurance policy end date	2020-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Welfare Benefit Premiums Paid to Carrier	USD $639,882
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 )

Policy contract number

69907S

Policy instance

Insurance contract or identification number	69907S
Number of Individuals Covered	8
Insurance policy start date	2019-09-01
Insurance policy end date	2020-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $53,404
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 number

0901990

Policy instance

Insurance contract or identification number	0901990
Number of Individuals Covered	13
Insurance policy start date	2019-09-01
Insurance policy end date	2020-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $2,523
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 number

45009

Policy instance

Insurance contract or identification number	45009
Number of Individuals Covered	2
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Welfare Benefit Premiums Paid to Carrier	USD $9,046
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )

Policy contract number

1040

Policy instance

Insurance contract or identification number	1040
Number of Individuals Covered	2
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Welfare Benefit Premiums Paid to Carrier	USD $5,066
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 number

0718354

Policy instance

Insurance contract or identification number	0718354
Number of Individuals Covered	1
Insurance policy start date	2019-09-01
Insurance policy end date	2020-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $19,773
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 number

SRSUP

Policy instance

Insurance contract or identification number	SRSUP
Number of Individuals Covered	166
Insurance policy start date	2019-09-01
Insurance policy end date	2020-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $576,886
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 )

Policy contract number

0016400

Policy instance

Insurance contract or identification number	0016400
Number of Individuals Covered	27
Insurance policy start date	2019-09-01
Insurance policy end date	2020-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Welfare Benefit Premiums Paid to Carrier	USD $148,931
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 number

143889

Policy instance

Insurance contract or identification number	143889
Number of Individuals Covered	154
Insurance policy start date	2019-09-01
Insurance policy end date	2020-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Welfare Benefit Premiums Paid to Carrier	USD $430,344
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 number

767

Policy instance

Insurance contract or identification number	767
Number of Individuals Covered	743
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Welfare Benefit Premiums Paid to Carrier	USD $4,924,326
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 number

143889

Policy instance

Insurance contract or identification number	143889
Number of Individuals Covered	84
Insurance policy start date	2018-09-01
Insurance policy end date	2019-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Welfare Benefit Premiums Paid to Carrier	USD $506,690
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 number

767

Policy instance

Insurance contract or identification number	767
Number of Individuals Covered	852
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Welfare Benefit Premiums Paid to Carrier	USD $5,384,611
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 )

Policy contract number

0016400

Policy instance

Insurance contract or identification number	0016400
Number of Individuals Covered	28
Insurance policy start date	2018-09-01
Insurance policy end date	2019-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Welfare Benefit Premiums Paid to Carrier	USD $138,974
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 number

0718354

Policy instance

Insurance contract or identification number	0718354
Number of Individuals Covered	1
Insurance policy start date	2018-09-01
Insurance policy end date	2019-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $19,052
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )

Policy contract number

1040

Policy instance

Insurance contract or identification number	1040
Number of Individuals Covered	2
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Welfare Benefit Premiums Paid to Carrier	USD $7,121
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

UNITEDHEALTHCARE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 32395 )

Policy contract number

S5921

Policy instance

Insurance contract or identification number	S5921
Number of Individuals Covered	188
Insurance policy start date	2018-09-01
Insurance policy end date	2019-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Welfare Benefit Premiums Paid to Carrier	USD $648,187
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 number

SRSUP

Policy instance

Insurance contract or identification number	SRSUP
Number of Individuals Covered	188
Insurance policy start date	2018-09-01
Insurance policy end date	2019-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $717,979
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 number

0901990

Policy instance

Insurance contract or identification number	0901990
Number of Individuals Covered	8
Insurance policy start date	2018-09-01
Insurance policy end date	2019-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $3,160
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 number

3003

Policy instance

Insurance contract or identification number	3003
Number of Individuals Covered	2
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 )

Policy contract number

69907S

Policy instance

Insurance contract or identification number	69907S
Number of Individuals Covered	11
Insurance policy start date	2018-09-01
Insurance policy end date	2019-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $60,361
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 number

143889

Policy instance

Insurance contract or identification number	143889
Number of Individuals Covered	94
Insurance policy start date	2017-09-01
Insurance policy end date	2018-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Welfare Benefit Premiums Paid to Carrier	USD $565,609
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 )

Policy contract number

0016400

Policy instance

Insurance contract or identification number	0016400
Number of Individuals Covered	33
Insurance policy start date	2017-09-01
Insurance policy end date	2018-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Welfare Benefit Premiums Paid to Carrier	USD $149,516
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 number

SRSUP

Policy instance

Insurance contract or identification number	SRSUP
Number of Individuals Covered	216
Insurance policy start date	2017-09-01
Insurance policy end date	2018-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $779,397
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 number

0718354

Policy instance

Insurance contract or identification number	0718354
Number of Individuals Covered	2
Insurance policy start date	2017-09-01
Insurance policy end date	2018-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $48,006
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )

Policy contract number

1040

Policy instance

Insurance contract or identification number	1040
Number of Individuals Covered	2
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Welfare Benefit Premiums Paid to Carrier	USD $16,478
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 number

767

Policy instance

Insurance contract or identification number	767
Number of Individuals Covered	936
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Welfare Benefit Premiums Paid to Carrier	USD $5,642,922
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 )

Policy contract number

69907S & 69908S

Policy instance

Insurance contract or identification number	69907S & 69908S
Number of Individuals Covered	13
Insurance policy start date	2017-09-01
Insurance policy end date	2018-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $70,791
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 number

0901990

Policy instance

Insurance contract or identification number	0901990
Number of Individuals Covered	9
Insurance policy start date	2017-09-01
Insurance policy end date	2018-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $2,817
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

UNITEDHEALTHCARE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 32395 )

Policy contract number

S5921

Policy instance

Insurance contract or identification number	S5921
Number of Individuals Covered	215
Insurance policy start date	2017-09-01
Insurance policy end date	2018-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Welfare Benefit Premiums Paid to Carrier	USD $817,133
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	BOARD OF TRUSTEES - CMTA-IAM JOINT,
Employer identification number (EIN):	946130509
NAIC Classification:	332900