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STATIONARY ENGINEERS LOCAL 39 HEALTH AND WELFARE PLAN 401k Plan overview

Plan NameSTATIONARY ENGINEERS LOCAL 39 HEALTH AND WELFARE PLAN
Plan identification number 501

STATIONARY ENGINEERS LOCAL 39 HEALTH AND WELFARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision

401k Sponsoring company profile

BOARD OF TRUSTEES OF STATIONARY ENGINEERS LOCAL 39 has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES OF STATIONARY ENGINEERS LOCAL 39
Employer identification number (EIN):946171641
NAIC Classification:561210
NAIC Description:Facilities Support Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STATIONARY ENGINEERS LOCAL 39 HEALTH AND WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01DANNY MURTAGH2023-10-12 BART FLORENCE2023-10-12
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01DANNY MURTAGH BART FLORENCE2018-10-11
5012016-01-01DANNY MURTAGH JERRY KALMAR2017-09-27
5012015-01-01PAUL BENSI JERRY KALMAR2016-09-27
5012014-01-01PAUL BENSI JERRY KALMAR2015-09-25
5012013-01-01PAUL BENSI JERRY KALMAR2014-09-19
5012012-01-01PAUL BENSI JERRY KALMAR2013-10-03
5012011-01-01PAUL BENSI JERRY KALMAR2012-09-18
5012009-01-01PAUL BENSI JERRY KALMAR2010-10-08

Plan Statistics for STATIONARY ENGINEERS LOCAL 39 HEALTH AND WELFARE PLAN

401k plan membership statisitcs for STATIONARY ENGINEERS LOCAL 39 HEALTH AND WELFARE PLAN

Measure Date Value
2022: STATIONARY ENGINEERS LOCAL 39 HEALTH AND WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,482
Total number of active participants reported on line 7a of the Form 55002022-01-013,542
Number of retired or separated participants receiving benefits2022-01-0144
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-013,586
Number of employers contributing to the scheme2022-01-01201
2021: STATIONARY ENGINEERS LOCAL 39 HEALTH AND WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,436
Total number of active participants reported on line 7a of the Form 55002021-01-013,429
Number of retired or separated participants receiving benefits2021-01-0153
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-013,482
Number of employers contributing to the scheme2021-01-01161
2020: STATIONARY ENGINEERS LOCAL 39 HEALTH AND WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,670
Total number of active participants reported on line 7a of the Form 55002020-01-013,382
Number of retired or separated participants receiving benefits2020-01-0154
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-013,436
Number of employers contributing to the scheme2020-01-01202
2019: STATIONARY ENGINEERS LOCAL 39 HEALTH AND WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,575
Total number of active participants reported on line 7a of the Form 55002019-01-013,634
Number of retired or separated participants receiving benefits2019-01-0136
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-013,670
Number of employers contributing to the scheme2019-01-01205
2018: STATIONARY ENGINEERS LOCAL 39 HEALTH AND WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,500
Total number of active participants reported on line 7a of the Form 55002018-01-013,545
Number of retired or separated participants receiving benefits2018-01-0130
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-013,575
Number of employers contributing to the scheme2018-01-01160
2017: STATIONARY ENGINEERS LOCAL 39 HEALTH AND WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,411
Total number of active participants reported on line 7a of the Form 55002017-01-013,467
Number of retired or separated participants receiving benefits2017-01-0133
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-013,500
Number of employers contributing to the scheme2017-01-01184
2016: STATIONARY ENGINEERS LOCAL 39 HEALTH AND WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,348
Total number of active participants reported on line 7a of the Form 55002016-01-013,374
Number of retired or separated participants receiving benefits2016-01-0132
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-013,406
Number of employers contributing to the scheme2016-01-01185
2015: STATIONARY ENGINEERS LOCAL 39 HEALTH AND WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,276
Total number of active participants reported on line 7a of the Form 55002015-01-013,313
Number of retired or separated participants receiving benefits2015-01-0131
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-013,344
Number of employers contributing to the scheme2015-01-01177
2014: STATIONARY ENGINEERS LOCAL 39 HEALTH AND WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,279
Total number of active participants reported on line 7a of the Form 55002014-01-013,237
Number of retired or separated participants receiving benefits2014-01-0142
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-013,279
Number of employers contributing to the scheme2014-01-01148
2013: STATIONARY ENGINEERS LOCAL 39 HEALTH AND WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,098
Total number of active participants reported on line 7a of the Form 55002013-01-013,120
Number of retired or separated participants receiving benefits2013-01-0166
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-013,186
Number of employers contributing to the scheme2013-01-01146
2012: STATIONARY ENGINEERS LOCAL 39 HEALTH AND WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,080
Total number of active participants reported on line 7a of the Form 55002012-01-013,038
Number of retired or separated participants receiving benefits2012-01-0159
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-013,097
Number of employers contributing to the scheme2012-01-01156
2011: STATIONARY ENGINEERS LOCAL 39 HEALTH AND WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,002
Total number of active participants reported on line 7a of the Form 55002011-01-013,009
Number of retired or separated participants receiving benefits2011-01-0171
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-013,080
Number of employers contributing to the scheme2011-01-01177
2009: STATIONARY ENGINEERS LOCAL 39 HEALTH AND WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,024
Total number of active participants reported on line 7a of the Form 55002009-01-012,983
Number of retired or separated participants receiving benefits2009-01-0137
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-013,020
Number of employers contributing to the scheme2009-01-01182

Financial Data on STATIONARY ENGINEERS LOCAL 39 HEALTH AND WELFARE PLAN

Measure Date Value
2022 : STATIONARY ENGINEERS LOCAL 39 HEALTH AND WELFARE PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$1,060,505
Total unrealized appreciation/depreciation of assets2022-12-31$1,060,505
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,354,712
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,510,132
Total income from all sources (including contributions)2022-12-31$88,913,221
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$90,761,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$88,751,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$100,573,069
Value of total assets at end of year2022-12-31$173,716,956
Value of total assets at beginning of year2022-12-31$174,720,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,009,337
Total interest from all sources2022-12-31$874,752
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,814,574
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,814,574
Administrative expenses professional fees incurred2022-12-31$405,862
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,016,563
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$2,323,556
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$4,400,752
Other income not declared elsewhere2022-12-31$3,533,799
Administrative expenses (other) incurred2022-12-31$658,307
Liabilities. Value of operating payables at end of year2022-12-31$292,799
Liabilities. Value of operating payables at beginning of year2022-12-31$119,912
Total non interest bearing cash at end of year2022-12-31$16,256,207
Total non interest bearing cash at beginning of year2022-12-31$10,095,610
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,848,035
Value of net assets at end of year (total assets less liabilities)2022-12-31$170,362,244
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$172,210,279
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$73,558
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$66,435,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$152,107,292
Income. Interest from US Government securities2022-12-31$475,869
Income. Interest from corporate debt instruments2022-12-31$384,478
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$7,187,804
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$2,036
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$2,036
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$14,405
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$63,966,834
Asset value of US Government securities at end of year2022-12-31$46,863,815
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-19,943,478
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$99,556,506
Employer contributions (assets) at end of year2022-12-31$8,729,284
Employer contributions (assets) at beginning of year2022-12-31$8,114,721
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$24,785,085
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$10,883,435
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$15,037,377
Contract administrator fees2022-12-31$871,610
Liabilities. Value of benefit claims payable at end of year2022-12-31$3,061,913
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$2,390,220
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WITHUMSMITH+BROWN, PC
Accountancy firm EIN2022-12-31222027092
2021 : STATIONARY ENGINEERS LOCAL 39 HEALTH AND WELFARE PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,510,132
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,409,057
Total income from all sources (including contributions)2021-12-31$109,836,930
Total of all expenses incurred2021-12-31$92,607,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$90,773,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$93,680,285
Value of total assets at end of year2021-12-31$174,720,411
Value of total assets at beginning of year2021-12-31$158,390,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,834,404
Total interest from all sources2021-12-31$284
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,073,361
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,073,361
Administrative expenses professional fees incurred2021-12-31$339,705
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,021,619
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$4,400,752
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,150,044
Other income not declared elsewhere2021-12-31$8,372,041
Administrative expenses (other) incurred2021-12-31$639,495
Liabilities. Value of operating payables at end of year2021-12-31$119,912
Liabilities. Value of operating payables at beginning of year2021-12-31$103,409
Total non interest bearing cash at end of year2021-12-31$10,095,610
Total non interest bearing cash at beginning of year2021-12-31$15,009,636
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$17,229,283
Value of net assets at end of year (total assets less liabilities)2021-12-31$172,210,279
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$154,980,996
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$15,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$152,107,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$129,064,517
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$2,036
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$5,260,208
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$5,260,208
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$284
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$61,212,579
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,710,959
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$92,658,666
Employer contributions (assets) at end of year2021-12-31$8,114,721
Employer contributions (assets) at beginning of year2021-12-31$7,905,648
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$29,560,664
Contract administrator fees2021-12-31$840,204
Liabilities. Value of benefit claims payable at end of year2021-12-31$2,390,220
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$3,305,648
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WITHUMSMITH+BROWN, PC
Accountancy firm EIN2021-12-31222027092
2020 : STATIONARY ENGINEERS LOCAL 39 HEALTH AND WELFARE PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,409,057
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,968,987
Total income from all sources (including contributions)2020-12-31$110,826,816
Total of all expenses incurred2020-12-31$83,864,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$82,100,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$95,876,345
Value of total assets at end of year2020-12-31$158,390,053
Value of total assets at beginning of year2020-12-31$130,987,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,763,946
Total interest from all sources2020-12-31$30,314
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$4,063,131
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$4,063,131
Administrative expenses professional fees incurred2020-12-31$335,113
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$882,358
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,150,044
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$2,459,092
Other income not declared elsewhere2020-12-31$3,296,378
Administrative expenses (other) incurred2020-12-31$603,959
Liabilities. Value of operating payables at end of year2020-12-31$103,409
Liabilities. Value of operating payables at beginning of year2020-12-31$183,649
Total non interest bearing cash at end of year2020-12-31$15,009,636
Total non interest bearing cash at beginning of year2020-12-31$12,466,292
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$26,962,638
Value of net assets at end of year (total assets less liabilities)2020-12-31$154,980,996
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$128,018,358
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$15,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$129,064,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$107,173,844
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$5,260,208
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$496,787
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$496,787
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$30,314
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$59,721,258
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,560,648
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$94,993,987
Employer contributions (assets) at end of year2020-12-31$7,905,648
Employer contributions (assets) at beginning of year2020-12-31$8,391,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$22,378,974
Contract administrator fees2020-12-31$809,874
Liabilities. Value of benefit claims payable at end of year2020-12-31$3,305,648
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$2,785,338
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31LINDQUIST LLP
Accountancy firm EIN2020-12-31522385296
2019 : STATIONARY ENGINEERS LOCAL 39 HEALTH AND WELFARE PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,968,987
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,462,250
Total income from all sources (including contributions)2019-12-31$110,190,317
Total of all expenses incurred2019-12-31$82,503,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$80,723,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$95,186,869
Value of total assets at end of year2019-12-31$130,987,345
Value of total assets at beginning of year2019-12-31$102,793,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,779,495
Total interest from all sources2019-12-31$24,310
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,996,744
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,996,744
Administrative expenses professional fees incurred2019-12-31$330,632
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$550,027
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,459,092
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,531,904
Other income not declared elsewhere2019-12-31$4,541,957
Administrative expenses (other) incurred2019-12-31$653,293
Liabilities. Value of operating payables at end of year2019-12-31$183,649
Liabilities. Value of operating payables at beginning of year2019-12-31$211,902
Total non interest bearing cash at end of year2019-12-31$12,466,292
Total non interest bearing cash at beginning of year2019-12-31$9,183,761
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$27,687,202
Value of net assets at end of year (total assets less liabilities)2019-12-31$128,018,358
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$100,331,156
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$15,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$107,173,844
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$81,930,075
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$496,787
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,279,065
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,279,065
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$24,310
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$54,903,442
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,440,437
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$94,636,842
Employer contributions (assets) at end of year2019-12-31$8,391,330
Employer contributions (assets) at beginning of year2019-12-31$7,868,601
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$25,820,178
Contract administrator fees2019-12-31$780,570
Liabilities. Value of benefit claims payable at end of year2019-12-31$2,785,338
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$2,250,348
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31LINDQUIST LLP
Accountancy firm EIN2019-12-31522385296
2018 : STATIONARY ENGINEERS LOCAL 39 HEALTH AND WELFARE PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,462,250
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,644,882
Total income from all sources (including contributions)2018-12-31$92,367,995
Total of all expenses incurred2018-12-31$80,417,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$78,709,945
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$90,632,002
Value of total assets at end of year2018-12-31$102,793,406
Value of total assets at beginning of year2018-12-31$92,026,017
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,708,029
Total interest from all sources2018-12-31$21,334
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,819,299
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,819,299
Administrative expenses professional fees incurred2018-12-31$301,955
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$552,339
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,531,904
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$7,717,492
Other income not declared elsewhere2018-12-31$2,598,017
Administrative expenses (other) incurred2018-12-31$636,898
Liabilities. Value of operating payables at end of year2018-12-31$211,902
Liabilities. Value of operating payables at beginning of year2018-12-31$97,882
Total non interest bearing cash at end of year2018-12-31$9,183,761
Total non interest bearing cash at beginning of year2018-12-31$4,675,264
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$11,950,021
Value of net assets at end of year (total assets less liabilities)2018-12-31$100,331,156
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$88,381,135
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$15,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$81,930,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$65,550,059
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,279,065
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$6,521,106
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$6,521,106
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$21,334
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$56,843,037
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,702,657
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$90,079,663
Employer contributions (assets) at end of year2018-12-31$7,868,601
Employer contributions (assets) at beginning of year2018-12-31$7,562,096
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$21,866,908
Contract administrator fees2018-12-31$754,176
Liabilities. Value of benefit claims payable at end of year2018-12-31$2,250,348
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$3,547,000
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31LINDQUIST LLP
Accountancy firm EIN2018-12-31522385296
2017 : STATIONARY ENGINEERS LOCAL 39 HEALTH AND WELFARE PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,644,882
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,267,206
Total income from all sources (including contributions)2017-12-31$89,344,485
Total of all expenses incurred2017-12-31$73,528,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$71,844,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$83,672,431
Value of total assets at end of year2017-12-31$92,026,017
Value of total assets at beginning of year2017-12-31$74,832,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,684,648
Total interest from all sources2017-12-31$1,830
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,330,283
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,330,283
Administrative expenses professional fees incurred2017-12-31$334,171
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$632,878
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$7,717,492
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$7,267,419
Other income not declared elsewhere2017-12-31$1,035,230
Administrative expenses (other) incurred2017-12-31$608,529
Liabilities. Value of operating payables at end of year2017-12-31$97,882
Liabilities. Value of operating payables at beginning of year2017-12-31$79,206
Total non interest bearing cash at end of year2017-12-31$4,675,264
Total non interest bearing cash at beginning of year2017-12-31$9,281,769
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$15,815,822
Value of net assets at end of year (total assets less liabilities)2017-12-31$88,381,135
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$72,565,313
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$15,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$65,550,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$50,650,942
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$6,521,106
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$783,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$783,395
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,830
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$51,425,393
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,304,711
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$83,039,553
Employer contributions (assets) at end of year2017-12-31$7,562,096
Employer contributions (assets) at beginning of year2017-12-31$6,848,994
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$20,418,622
Contract administrator fees2017-12-31$726,948
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Liabilities. Value of benefit claims payable at end of year2017-12-31$3,547,000
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$2,188,000
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31LINDQUIST LLP
Accountancy firm EIN2017-12-31522385296
2016 : STATIONARY ENGINEERS LOCAL 39 HEALTH AND WELFARE PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,267,206
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,836,005
Total income from all sources (including contributions)2016-12-31$83,937,015
Total of all expenses incurred2016-12-31$69,908,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$68,216,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$80,241,313
Value of total assets at end of year2016-12-31$74,832,519
Value of total assets at beginning of year2016-12-31$61,372,929
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,692,125
Total interest from all sources2016-12-31$304
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,270,176
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,270,176
Administrative expenses professional fees incurred2016-12-31$367,500
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$544,850
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$7,267,419
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$772,228
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$8,372
Other income not declared elsewhere2016-12-31$1,177,253
Administrative expenses (other) incurred2016-12-31$604,965
Liabilities. Value of operating payables at end of year2016-12-31$79,206
Liabilities. Value of operating payables at beginning of year2016-12-31$88,441
Total non interest bearing cash at end of year2016-12-31$9,281,769
Total non interest bearing cash at beginning of year2016-12-31$13,068,295
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$14,028,389
Value of net assets at end of year (total assets less liabilities)2016-12-31$72,565,313
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$58,536,924
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$15,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$50,650,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$38,672,943
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$783,395
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,242,946
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,242,946
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$304
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$50,792,080
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,247,969
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$79,696,463
Employer contributions (assets) at end of year2016-12-31$6,848,994
Employer contributions (assets) at beginning of year2016-12-31$6,616,517
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$17,424,421
Contract administrator fees2016-12-31$704,660
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Liabilities. Value of benefit claims payable at end of year2016-12-31$2,188,000
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$2,739,192
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31LINDQUIST LLP
Accountancy firm EIN2016-12-31522385296
2015 : STATIONARY ENGINEERS LOCAL 39 HEALTH AND WELFARE PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,836,005
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,838,772
Total income from all sources (including contributions)2015-12-31$76,884,778
Total of all expenses incurred2015-12-31$69,924,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$68,240,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$76,160,299
Value of total assets at end of year2015-12-31$61,372,929
Value of total assets at beginning of year2015-12-31$53,415,655
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,684,425
Total interest from all sources2015-12-31$593
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,016,034
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,016,034
Administrative expenses professional fees incurred2015-12-31$373,714
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$615,186
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$772,228
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$6,379,122
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$8,372
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$38,449
Other income not declared elsewhere2015-12-31$995,682
Administrative expenses (other) incurred2015-12-31$614,879
Liabilities. Value of operating payables at end of year2015-12-31$88,441
Liabilities. Value of operating payables at beginning of year2015-12-31$83,737
Total non interest bearing cash at end of year2015-12-31$13,068,295
Total non interest bearing cash at beginning of year2015-12-31$4,012,781
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$6,960,041
Value of net assets at end of year (total assets less liabilities)2015-12-31$58,536,924
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$51,576,883
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$15,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$38,672,943
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$34,442,939
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,242,946
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,244,154
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,244,154
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$593
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$50,984,829
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,287,830
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$75,545,113
Employer contributions (assets) at end of year2015-12-31$6,616,517
Employer contributions (assets) at beginning of year2015-12-31$6,336,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$17,255,483
Contract administrator fees2015-12-31$680,832
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Liabilities. Value of benefit claims payable at end of year2015-12-31$2,739,192
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$1,716,586
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31LINDQUIST LLP
Accountancy firm EIN2015-12-31522385296
2014 : STATIONARY ENGINEERS LOCAL 39 HEALTH AND WELFARE PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,838,772
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,204,879
Total income from all sources (including contributions)2014-12-31$74,933,988
Total of all expenses incurred2014-12-31$68,453,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$66,934,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$72,691,643
Value of total assets at end of year2014-12-31$53,415,655
Value of total assets at beginning of year2014-12-31$47,300,854
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,518,851
Total interest from all sources2014-12-31$1,107
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$920,255
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$920,255
Administrative expenses professional fees incurred2014-12-31$277,979
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$806,575
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$6,379,122
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$475,011
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$38,449
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$91,047
Other income not declared elsewhere2014-12-31$566,396
Administrative expenses (other) incurred2014-12-31$569,096
Liabilities. Value of operating payables at end of year2014-12-31$83,737
Liabilities. Value of operating payables at beginning of year2014-12-31$80,894
Total non interest bearing cash at end of year2014-12-31$4,012,781
Total non interest bearing cash at beginning of year2014-12-31$5,915,232
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$6,480,908
Value of net assets at end of year (total assets less liabilities)2014-12-31$51,576,883
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$45,095,975
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$15,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$34,442,939
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$33,408,294
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,244,154
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,602,850
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,602,850
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,107
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$50,632,104
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$754,587
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$71,885,068
Employer contributions (assets) at end of year2014-12-31$6,336,659
Employer contributions (assets) at beginning of year2014-12-31$5,899,467
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$16,302,125
Contract administrator fees2014-12-31$656,776
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Liabilities. Value of benefit claims payable at end of year2014-12-31$1,716,586
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$2,032,938
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31LINDQUIST LLP
Accountancy firm EIN2014-12-31522385296
2013 : STATIONARY ENGINEERS LOCAL 39 HEALTH AND WELFARE PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,204,879
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,125,273
Total income from all sources (including contributions)2013-12-31$67,463,114
Total of all expenses incurred2013-12-31$61,347,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$59,959,536
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$63,353,407
Value of total assets at end of year2013-12-31$47,300,854
Value of total assets at beginning of year2013-12-31$42,105,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,388,171
Total interest from all sources2013-12-31$624
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,199,751
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,199,751
Administrative expenses professional fees incurred2013-12-31$274,668
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,189,641
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$475,011
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$170,710
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$91,047
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$96,705
Other income not declared elsewhere2013-12-31$948,898
Administrative expenses (other) incurred2013-12-31$466,543
Liabilities. Value of operating payables at end of year2013-12-31$80,894
Liabilities. Value of operating payables at beginning of year2013-12-31$116,568
Total non interest bearing cash at end of year2013-12-31$5,915,232
Total non interest bearing cash at beginning of year2013-12-31$3,381,462
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$6,115,407
Value of net assets at end of year (total assets less liabilities)2013-12-31$45,095,975
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$38,980,568
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$15,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$33,408,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$31,608,263
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,602,850
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,742,072
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,742,072
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$624
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$45,794,272
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,960,434
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$62,163,766
Employer contributions (assets) at end of year2013-12-31$5,899,467
Employer contributions (assets) at beginning of year2013-12-31$5,203,334
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$14,165,264
Contract administrator fees2013-12-31$631,960
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at end of year2013-12-31$2,032,938
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$2,912,000
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31LINDQUIST LLP
Accountancy firm EIN2013-12-31522385296
2012 : STATIONARY ENGINEERS LOCAL 39 HEALTH AND WELFARE PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,125,273
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,576,964
Total income from all sources (including contributions)2012-12-31$61,846,781
Total of all expenses incurred2012-12-31$58,295,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$56,672,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$57,906,887
Value of total assets at end of year2012-12-31$42,105,841
Value of total assets at beginning of year2012-12-31$38,006,206
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,622,862
Total interest from all sources2012-12-31$977
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,525,216
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,525,216
Administrative expenses professional fees incurred2012-12-31$512,344
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,145,642
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$170,710
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$298,181
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$96,705
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$209,086
Other income not declared elsewhere2012-12-31$555,029
Administrative expenses (other) incurred2012-12-31$480,962
Liabilities. Value of operating payables at end of year2012-12-31$116,568
Liabilities. Value of operating payables at beginning of year2012-12-31$99,194
Total non interest bearing cash at end of year2012-12-31$3,381,462
Total non interest bearing cash at beginning of year2012-12-31$3,100,917
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,551,326
Value of net assets at end of year (total assets less liabilities)2012-12-31$38,980,568
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$35,429,242
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$16,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$31,608,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$27,477,544
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,742,072
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,418,199
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,418,199
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$977
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$41,404,057
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,858,672
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$56,761,245
Employer contributions (assets) at end of year2012-12-31$5,203,334
Employer contributions (assets) at beginning of year2012-12-31$4,711,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$15,268,536
Contract administrator fees2012-12-31$613,556
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at end of year2012-12-31$2,912,000
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$2,268,684
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31LINDQUIST LLP
Accountancy firm EIN2012-12-31522385296
2011 : STATIONARY ENGINEERS LOCAL 39 HEALTH AND WELFARE PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,576,964
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,279,366
Total income from all sources (including contributions)2011-12-31$54,312,505
Total of all expenses incurred2011-12-31$52,936,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$51,558,773
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$53,130,390
Value of total assets at end of year2011-12-31$38,006,206
Value of total assets at beginning of year2011-12-31$36,332,732
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,377,856
Total interest from all sources2011-12-31$2,668
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,283,328
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,283,328
Administrative expenses professional fees incurred2011-12-31$358,457
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,136,187
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$298,181
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$179,553
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$209,086
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$161,456
Other income not declared elsewhere2011-12-31$570,545
Administrative expenses (other) incurred2011-12-31$396,496
Liabilities. Value of operating payables at end of year2011-12-31$99,194
Liabilities. Value of operating payables at beginning of year2011-12-31$41,531
Total non interest bearing cash at end of year2011-12-31$3,100,917
Total non interest bearing cash at beginning of year2011-12-31$1,999,265
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,375,876
Value of net assets at end of year (total assets less liabilities)2011-12-31$35,429,242
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$34,053,366
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$16,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$27,477,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$26,593,804
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,418,199
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$3,284,006
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$3,284,006
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2,668
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$38,248,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-674,426
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$51,994,203
Employer contributions (assets) at end of year2011-12-31$4,711,365
Employer contributions (assets) at beginning of year2011-12-31$4,276,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$13,310,429
Contract administrator fees2011-12-31$606,903
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Liabilities. Value of benefit claims payable at end of year2011-12-31$2,268,684
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$2,076,379
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31LINDQUIST LLP
Accountancy firm EIN2011-12-31522385296
2010 : STATIONARY ENGINEERS LOCAL 39 HEALTH AND WELFARE PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,279,366
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,711,577
Total income from all sources (including contributions)2010-12-31$52,288,310
Total of all expenses incurred2010-12-31$49,695,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$48,349,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$48,631,926
Value of total assets at end of year2010-12-31$36,332,732
Value of total assets at beginning of year2010-12-31$34,171,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,346,243
Total interest from all sources2010-12-31$3,445
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$887,600
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$887,600
Administrative expenses professional fees incurred2010-12-31$276,223
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,228,058
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$179,553
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$307,734
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$161,456
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$643,047
Other income not declared elsewhere2010-12-31$1,155,319
Administrative expenses (other) incurred2010-12-31$426,817
Liabilities. Value of operating payables at end of year2010-12-31$41,531
Liabilities. Value of operating payables at beginning of year2010-12-31$55,774
Total non interest bearing cash at end of year2010-12-31$1,999,265
Total non interest bearing cash at beginning of year2010-12-31$3,666,492
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,593,064
Value of net assets at end of year (total assets less liabilities)2010-12-31$34,053,366
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$31,460,302
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$17,350
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$26,593,804
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$23,904,666
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$3,284,006
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,286,802
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,286,802
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$3,445
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$35,394,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,610,020
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$47,403,868
Employer contributions (assets) at end of year2010-12-31$4,276,104
Employer contributions (assets) at beginning of year2010-12-31$4,006,185
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$12,954,123
Contract administrator fees2010-12-31$625,853
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$2,076,379
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$2,012,756
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31LINDQUIST LLP
Accountancy firm EIN2010-12-31522385296

Form 5500 Responses for STATIONARY ENGINEERS LOCAL 39 HEALTH AND WELFARE PLAN

2022: STATIONARY ENGINEERS LOCAL 39 HEALTH AND WELFARE PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: STATIONARY ENGINEERS LOCAL 39 HEALTH AND WELFARE PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: STATIONARY ENGINEERS LOCAL 39 HEALTH AND WELFARE PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: STATIONARY ENGINEERS LOCAL 39 HEALTH AND WELFARE PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: STATIONARY ENGINEERS LOCAL 39 HEALTH AND WELFARE PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: STATIONARY ENGINEERS LOCAL 39 HEALTH AND WELFARE PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: STATIONARY ENGINEERS LOCAL 39 HEALTH AND WELFARE PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: STATIONARY ENGINEERS LOCAL 39 HEALTH AND WELFARE PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: STATIONARY ENGINEERS LOCAL 39 HEALTH AND WELFARE PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: STATIONARY ENGINEERS LOCAL 39 HEALTH AND WELFARE PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: STATIONARY ENGINEERS LOCAL 39 HEALTH AND WELFARE PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: STATIONARY ENGINEERS LOCAL 39 HEALTH AND WELFARE PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: STATIONARY ENGINEERS LOCAL 39 HEALTH AND WELFARE PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number63175-2
Policy instance 5
Insurance contract or identification number63175-2
Number of Individuals Covered9569
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $329,189
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 number933-0000
Policy instance 4
Insurance contract or identification number933-0000
Number of Individuals Covered5531
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $38,279,395
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number39748-0000
Policy instance 3
Insurance contract or identification number39748-0000
Number of Individuals Covered14
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $165,726
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )
Policy contract numberW0066823
Policy instance 2
Insurance contract or identification numberW0066823
Number of Individuals Covered1790
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $21,455,650
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract number20488-03
Policy instance 1
Insurance contract or identification number20488-03
Number of Individuals Covered1021
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,695,759
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SAFEGUARD HEALTH PLANS, INC. A CALIFORNIA CORPORATION (National Association of Insurance Commissioners NAIC id number: 96030 )
Policy contract number5752007
Policy instance 6
Insurance contract or identification number5752007
Number of Individuals Covered827
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $121,935
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract number20488-02
Policy instance 5
Insurance contract or identification number20488-02
Number of Individuals Covered959
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $2,326,932
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number63175-2
Policy instance 2
Insurance contract or identification number63175-2
Number of Individuals Covered9381
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD & D
Welfare Benefit Premiums Paid to CarrierUSD $295,621
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 number933-0000
Policy instance 3
Insurance contract or identification number933-0000
Number of Individuals Covered5431
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $37,848,753
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SAFEGUARD HEALTH PLANS, INC. A CALIFORNIA CORPORATION (National Association of Insurance Commissioners NAIC id number: 96030 )
Policy contract number5752007
Policy instance 4
Insurance contract or identification number5752007
Number of Individuals Covered939
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $131,585
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )
Policy contract numberW0066823
Policy instance 6
Insurance contract or identification numberW0066823
Number of Individuals Covered1870
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $20,638,112
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 number39748-0000
Policy instance 1
Insurance contract or identification number39748-0000
Number of Individuals Covered12
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $167,914
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 number39748-0000
Policy instance 1
Insurance contract or identification number39748-0000
Number of Individuals Covered12
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $134,793
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number63175-2
Policy instance 2
Insurance contract or identification number63175-2
Number of Individuals Covered8325
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD & D
Welfare Benefit Premiums Paid to CarrierUSD $315,794
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 number933-0000
Policy instance 3
Insurance contract or identification number933-0000
Number of Individuals Covered5388
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $37,492,302
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SAFEGUARD HEALTH PLANS, INC. A CALIFORNIA CORPORATION (National Association of Insurance Commissioners NAIC id number: 96030 )
Policy contract number5752007
Policy instance 4
Insurance contract or identification number5752007
Number of Individuals Covered1033
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $153,620
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract number20488-01
Policy instance 5
Insurance contract or identification number20488-01
Number of Individuals Covered929
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,939,392
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )
Policy contract numberW0066823
Policy instance 6
Insurance contract or identification numberW0066823
Number of Individuals Covered1901
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $19,572,823
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 number39748-0000
Policy instance 1
Insurance contract or identification number39748-0000
Number of Individuals Covered9
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $157,443
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number63175-2
Policy instance 2
Insurance contract or identification number63175-2
Number of Individuals Covered10033
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD & D
Welfare Benefit Premiums Paid to CarrierUSD $320,182
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 number933-0000
Policy instance 3
Insurance contract or identification number933-0000
Number of Individuals Covered5665
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $36,512,520
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract number20488-00
Policy instance 5
Insurance contract or identification number20488-00
Number of Individuals Covered1056
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,743,447
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SAFEGUARD HEALTH PLANS, INC. A CALIFORNIA CORPORATION (National Association of Insurance Commissioners NAIC id number: 96030 )
Policy contract number5752007
Policy instance 4
Insurance contract or identification number5752007
Number of Individuals Covered1103
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $151,840
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )
Policy contract numberW0066823
Policy instance 6
Insurance contract or identification numberW0066823
Number of Individuals Covered1943
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $16,191,894
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 number39748-0000
Policy instance 1
Insurance contract or identification number39748-0000
Number of Individuals Covered8
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $157,682
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )
Policy contract numberW0066823
Policy instance 6
Insurance contract or identification numberW0066823
Number of Individuals Covered1720
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,190,222
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )
Policy contract number280470H001
Policy instance 5
Insurance contract or identification number280470H001
Number of Individuals Covered2194
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $12,345,885
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SAFEGUARD HEALTH PLANS, INC. A CALIFORNIA CORPORATION (National Association of Insurance Commissioners NAIC id number: 96030 )
Policy contract numberKM05752007
Policy instance 4
Insurance contract or identification numberKM05752007
Number of Individuals Covered1105
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $38
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $163,346
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees38
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
Insurance broker organization code?3
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number933-0000
Policy instance 3
Insurance contract or identification number933-0000
Number of Individuals Covered5380
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $35,718,092
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number63175-2
Policy instance 2
Insurance contract or identification number63175-2
Number of Individuals Covered8788
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD & D
Welfare Benefit Premiums Paid to CarrierUSD $2,316,075
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number280470H001
Policy instance 5
Insurance contract or identification number280470H001
Number of Individuals Covered2223
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $18,324,645
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SAFEGUARD HEALTH PLANS, INC. A CALIFORNIA CORPORATION (National Association of Insurance Commissioners NAIC id number: 96030 )
Policy contract numberKM05752007
Policy instance 4
Insurance contract or identification numberKM05752007
Number of Individuals Covered1277
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $169,796
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker name
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number933-0000
Policy instance 3
Insurance contract or identification number933-0000
Number of Individuals Covered5156
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $30,652,565
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number63175-2
Policy instance 2
Insurance contract or identification number63175-2
Number of Individuals Covered9689
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD & D
Welfare Benefit Premiums Paid to CarrierUSD $2,124,913
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 number39748-0000
Policy instance 1
Insurance contract or identification number39748-0000
Number of Individuals Covered9
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $149,893
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 number66783
Policy instance 1
Insurance contract or identification number66783
Number of Individuals Covered910
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $21,170,428
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 number39748-0000
Policy instance 2
Insurance contract or identification number39748-0000
Number of Individuals Covered9
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $147,466
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number63175-2
Policy instance 3
Insurance contract or identification number63175-2
Number of Individuals Covered3311
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedAD & D
Welfare Benefit Premiums Paid to CarrierUSD $39,032
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 number933-0000
Policy instance 4
Insurance contract or identification number933-0000
Number of Individuals Covered4735
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $27,874,219
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SAFEGUARD HEALTH PLANS, INC. A CALIFORNIA CORPORATION (National Association of Insurance Commissioners NAIC id number: 96030 )
Policy contract numberKM05752007
Policy instance 5
Insurance contract or identification numberKM05752007
Number of Individuals Covered913
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $164,384
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number63175-2
Policy instance 6
Insurance contract or identification number63175-2
Number of Individuals Covered4928
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $239,007
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number63175-2
Policy instance 7
Insurance contract or identification number63175-2
Number of Individuals Covered796
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,317,762
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number63175-2
Policy instance 3
Insurance contract or identification number63175-2
Number of Individuals Covered9152
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD & D
Welfare Benefit Premiums Paid to CarrierUSD $1,750,230
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 number933-0000
Policy instance 4
Insurance contract or identification number933-0000
Number of Individuals Covered4579
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $26,841,271
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SAFEGUARD HEALTH PLANS, INC. A CALIFORNIA CORPORATION (National Association of Insurance Commissioners NAIC id number: 96030 )
Policy contract numberKM05752007
Policy instance 5
Insurance contract or identification numberKM05752007
Number of Individuals Covered1568
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $169,718
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 number66783
Policy instance 1
Insurance contract or identification number66783
Number of Individuals Covered961
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $21,698,539
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 number39748-0000
Policy instance 2
Insurance contract or identification number39748-0000
Number of Individuals Covered12
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $167,838
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 number66783
Policy instance 1
Insurance contract or identification number66783
Number of Individuals Covered995
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $20,028,649
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 number39748-0000
Policy instance 2
Insurance contract or identification number39748-0000
Number of Individuals Covered15
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $221,180
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 number933-0000
Policy instance 4
Insurance contract or identification number933-0000
Number of Individuals Covered4396
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $23,788,879
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SAFEGUARD HEALTH PLANS, INC. A CALIFORNIA CORPORATION (National Association of Insurance Commissioners NAIC id number: 96030 )
Policy contract numberKM05752007
Policy instance 5
Insurance contract or identification numberKM05752007
Number of Individuals Covered1568
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $171,595
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number63175-2
Policy instance 3
Insurance contract or identification number63175-2
Number of Individuals Covered9157
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD & D
Welfare Benefit Premiums Paid to CarrierUSD $1,556,363
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SAFEGUARD HEALTH PLANS, INC. A CALIFORNIA CORPORATION (National Association of Insurance Commissioners NAIC id number: 96030 )
Policy contract numberKM05752007
Policy instance 5
Insurance contract or identification numberKM05752007
Number of Individuals Covered1655
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $170,947
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 number933-0000
Policy instance 4
Insurance contract or identification number933-0000
Number of Individuals Covered4294
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedHEALTH CARE SERVICE PLAN
Welfare Benefit Premiums Paid to CarrierUSD $20,943,193
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number63175-2
Policy instance 3
Insurance contract or identification number63175-2
Number of Individuals Covered9213
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD & D
Welfare Benefit Premiums Paid to CarrierUSD $1,462,135
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 number39748-0000
Policy instance 2
Insurance contract or identification number39748-0000
Number of Individuals Covered20
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedHEALTH CARE SERVICE PLAN
Welfare Benefit Premiums Paid to CarrierUSD $239,670
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 number66783
Policy instance 1
Insurance contract or identification number66783
Number of Individuals Covered995
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $18,771,644
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SAFEGUARD HEALTH PLANS, INC. A CALIFORNIA CORPORATION (National Association of Insurance Commissioners NAIC id number: 96030 )
Policy contract numberKM05752007
Policy instance 5
Insurance contract or identification numberKM05752007
Number of Individuals Covered1633
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $56
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $234,188
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 number933-0000
Policy instance 4
Insurance contract or identification number933-0000
Number of Individuals Covered4271
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedHEALTH CARE SERVICE PLAN
Welfare Benefit Premiums Paid to CarrierUSD $19,382,184
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number63175-2
Policy instance 3
Insurance contract or identification number63175-2
Number of Individuals Covered9094
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD & D
Welfare Benefit Premiums Paid to CarrierUSD $1,096,305
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 number39748-0000
Policy instance 2
Insurance contract or identification number39748-0000
Number of Individuals Covered19
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedHEALTH CARE SERVICE PLAN
Welfare Benefit Premiums Paid to CarrierUSD $172,409
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 number66783
Policy instance 1
Insurance contract or identification number66783
Number of Individuals Covered1026
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $17,324,655
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 number39748-0000
Policy instance 3
Insurance contract or identification number39748-0000
Number of Individuals Covered19
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedHEALTH CARE SERVICE PLAN
Welfare Benefit Premiums Paid to CarrierUSD $200,314
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 number66783
Policy instance 2
Insurance contract or identification number66783
Number of Individuals Covered1008
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $15,159,023
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE SHIELD OF CALIFORNIA LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61557 )
Policy contract number39214
Policy instance 1
Insurance contract or identification number39214
Number of Individuals Covered2782
Insurance policy start date2010-01-01
Insurance policy end date2010-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD & D
Welfare Benefit Premiums Paid to CarrierUSD $15,400
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number63175-2
Policy instance 4
Insurance contract or identification number63175-2
Number of Individuals Covered8299
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD & D
Welfare Benefit Premiums Paid to CarrierUSD $813,111
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SAFEGUARD HEALTH PLANS, INC. A CALIFORNIA CORPORATION (National Association of Insurance Commissioners NAIC id number: 96030 )
Policy contract numberKM05752007
Policy instance 6
Insurance contract or identification numberKM05752007
Number of Individuals Covered1997
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $186,341
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 number933-0000
Policy instance 5
Insurance contract or identification number933-0000
Number of Individuals Covered4018
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedHEALTH CARE SERVICE PLAN
Welfare Benefit Premiums Paid to CarrierUSD $19,041,865
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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