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SACRAMENTO INDEPENDENT HOTEL, RESTAURANT & TAVERN EMPLOYEES WELFARE TRUST 401k Plan overview

Plan NameSACRAMENTO INDEPENDENT HOTEL, RESTAURANT & TAVERN EMPLOYEES WELFARE TRUST
Plan identification number 501

SACRAMENTO INDEPENDENT HOTEL, RESTAURANT & TAVERN EMPLOYEES WELFARE TRUST 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, SACRAMENTO INDEPENDENT HOTEL, has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES, SACRAMENTO INDEPENDENT HOTEL,
Employer identification number (EIN):946277871
NAIC Classification:722300
NAIC Description: Special Food Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SACRAMENTO INDEPENDENT HOTEL, RESTAURANT & TAVERN EMPLOYEES WELFARE TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-07-01
5012020-07-01
5012019-07-01
5012018-07-01
5012017-07-01
5012016-07-01MILLER KAPLAN ARASE LLP
5012015-07-01MILLER KAPLAN ARASE LLP MILLER KAPLAN ARASE LLP2017-04-17
5012014-07-01MILLER KAPLAN ARASE LLP MILLER KAPLAN ARASE LLP2016-03-10
5012013-07-01SANDY S. GARCIA SANDY S. GARCIA2015-04-02
5012012-07-01ELIZABETH TAVERNESE CHRISTIAN RAK2014-03-14
5012011-07-01RICHARD HILL CHRISTIAN RAK2013-03-13
5012010-07-01LISA WILSON
5012009-07-01LISA WILSON CHRISTIAN RAK2011-04-12

Plan Statistics for SACRAMENTO INDEPENDENT HOTEL, RESTAURANT & TAVERN EMPLOYEES WELFARE TRUST

401k plan membership statisitcs for SACRAMENTO INDEPENDENT HOTEL, RESTAURANT & TAVERN EMPLOYEES WELFARE TRUST

Measure Date Value
2021: SACRAMENTO INDEPENDENT HOTEL, RESTAURANT & TAVERN EMPLOYEES WELFARE TRUST 2021 401k membership
Total participants, beginning-of-year2021-07-01402
Total number of active participants reported on line 7a of the Form 55002021-07-01506
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-010
Total of all active and inactive participants2021-07-01506
Total participants2021-07-01506
Number of employers contributing to the scheme2021-07-0120
2020: SACRAMENTO INDEPENDENT HOTEL, RESTAURANT & TAVERN EMPLOYEES WELFARE TRUST 2020 401k membership
Total participants, beginning-of-year2020-07-01812
Total number of active participants reported on line 7a of the Form 55002020-07-01402
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-010
Total of all active and inactive participants2020-07-01402
Total participants2020-07-01402
Number of employers contributing to the scheme2020-07-0121
2019: SACRAMENTO INDEPENDENT HOTEL, RESTAURANT & TAVERN EMPLOYEES WELFARE TRUST 2019 401k membership
Total participants, beginning-of-year2019-07-01932
Total number of active participants reported on line 7a of the Form 55002019-07-01812
Total of all active and inactive participants2019-07-01812
Total participants2019-07-01812
Number of employers contributing to the scheme2019-07-0124
2018: SACRAMENTO INDEPENDENT HOTEL, RESTAURANT & TAVERN EMPLOYEES WELFARE TRUST 2018 401k membership
Total participants, beginning-of-year2018-07-01984
Total number of active participants reported on line 7a of the Form 55002018-07-01932
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-010
Total of all active and inactive participants2018-07-01932
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01932
Number of employers contributing to the scheme2018-07-0122
2017: SACRAMENTO INDEPENDENT HOTEL, RESTAURANT & TAVERN EMPLOYEES WELFARE TRUST 2017 401k membership
Total participants, beginning-of-year2017-07-011,045
Total number of active participants reported on line 7a of the Form 55002017-07-01984
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-010
Total of all active and inactive participants2017-07-01984
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01984
Number of participants with account balances2017-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
Number of employers contributing to the scheme2017-07-0122
2016: SACRAMENTO INDEPENDENT HOTEL, RESTAURANT & TAVERN EMPLOYEES WELFARE TRUST 2016 401k membership
Total participants, beginning-of-year2016-07-011,051
Total number of active participants reported on line 7a of the Form 55002016-07-011,045
Total of all active and inactive participants2016-07-011,045
Total participants2016-07-011,045
Number of employers contributing to the scheme2016-07-0124
2015: SACRAMENTO INDEPENDENT HOTEL, RESTAURANT & TAVERN EMPLOYEES WELFARE TRUST 2015 401k membership
Total participants, beginning-of-year2015-07-01842
Total number of active participants reported on line 7a of the Form 55002015-07-011,051
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-011,051
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-011,051
Number of participants with account balances2015-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
Number of employers contributing to the scheme2015-07-0133
2014: SACRAMENTO INDEPENDENT HOTEL, RESTAURANT & TAVERN EMPLOYEES WELFARE TRUST 2014 401k membership
Total participants, beginning-of-year2014-07-01971
Total number of active participants reported on line 7a of the Form 55002014-07-01842
Total of all active and inactive participants2014-07-01842
Total participants2014-07-01842
Number of employers contributing to the scheme2014-07-0126
2013: SACRAMENTO INDEPENDENT HOTEL, RESTAURANT & TAVERN EMPLOYEES WELFARE TRUST 2013 401k membership
Total participants, beginning-of-year2013-07-01936
Total number of active participants reported on line 7a of the Form 55002013-07-01971
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-010
Total of all active and inactive participants2013-07-01971
Total participants2013-07-01971
Number of employers contributing to the scheme2013-07-0126
2012: SACRAMENTO INDEPENDENT HOTEL, RESTAURANT & TAVERN EMPLOYEES WELFARE TRUST 2012 401k membership
Total participants, beginning-of-year2012-07-01861
Total number of active participants reported on line 7a of the Form 55002012-07-01968
Total of all active and inactive participants2012-07-01968
Number of employers contributing to the scheme2012-07-0155
2011: SACRAMENTO INDEPENDENT HOTEL, RESTAURANT & TAVERN EMPLOYEES WELFARE TRUST 2011 401k membership
Total participants, beginning-of-year2011-07-01894
Total number of active participants reported on line 7a of the Form 55002011-07-01861
Total of all active and inactive participants2011-07-01861
Number of employers contributing to the scheme2011-07-0158
2010: SACRAMENTO INDEPENDENT HOTEL, RESTAURANT & TAVERN EMPLOYEES WELFARE TRUST 2010 401k membership
Total participants, beginning-of-year2010-07-01923
Total number of active participants reported on line 7a of the Form 55002010-07-01894
Total of all active and inactive participants2010-07-01894
Number of employers contributing to the scheme2010-07-0160
2009: SACRAMENTO INDEPENDENT HOTEL, RESTAURANT & TAVERN EMPLOYEES WELFARE TRUST 2009 401k membership
Total participants, beginning-of-year2009-07-011,077
Total number of active participants reported on line 7a of the Form 55002009-07-01923
Total of all active and inactive participants2009-07-01923
Number of employers contributing to the scheme2009-07-0128

Financial Data on SACRAMENTO INDEPENDENT HOTEL, RESTAURANT & TAVERN EMPLOYEES WELFARE TRUST

Measure Date Value
2022 : SACRAMENTO INDEPENDENT HOTEL, RESTAURANT & TAVERN EMPLOYEES WELFARE TRUST 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-06-30$-1,138,479
Total unrealized appreciation/depreciation of assets2022-06-30$-1,138,479
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$1,631,120
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$1,821,839
Total income from all sources (including contributions)2022-06-30$5,489,524
Total loss/gain on sale of assets2022-06-30$34,114
Total of all expenses incurred2022-06-30$5,586,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$4,988,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$6,041,978
Value of total assets at end of year2022-06-30$11,763,035
Value of total assets at beginning of year2022-06-30$12,050,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$598,313
Total interest from all sources2022-06-30$318,369
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Administrative expenses professional fees incurred2022-06-30$133,616
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$2,000,000
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$171,053
Participant contributions at end of year2022-06-30$700
Participant contributions at beginning of year2022-06-30$10,600
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$173,016
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$253,648
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$1,567,819
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$1,694,356
Other income not declared elsewhere2022-06-30$233,542
Administrative expenses (other) incurred2022-06-30$165,088
Liabilities. Value of operating payables at end of year2022-06-30$63,301
Liabilities. Value of operating payables at beginning of year2022-06-30$127,483
Total non interest bearing cash at end of year2022-06-30$3,327,154
Total non interest bearing cash at beginning of year2022-06-30$3,050,263
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-97,113
Value of net assets at end of year (total assets less liabilities)2022-06-30$10,131,915
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$10,229,028
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Income. Interest from corporate debt instruments2022-06-30$318,303
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$842,420
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$429,181
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$429,181
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$66
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$4,988,324
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$5,870,925
Employer contributions (assets) at end of year2022-06-30$677,635
Employer contributions (assets) at beginning of year2022-06-30$377,504
Asset. Corporate debt instrument debt (other) at end of year2022-06-30$6,742,110
Asset. Corporate debt instrument debt (other) at beginning of year2022-06-30$7,929,671
Contract administrator fees2022-06-30$299,609
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$581,841
Aggregate carrying amount (costs) on sale of assets2022-06-30$547,727
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30MILLER KAPLAN ARASE LLP
Accountancy firm EIN2022-06-30952036255
2021 : SACRAMENTO INDEPENDENT HOTEL, RESTAURANT & TAVERN EMPLOYEES WELFARE TRUST 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-06-30$528,339
Total unrealized appreciation/depreciation of assets2021-06-30$528,339
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$1,821,839
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$2,588,797
Total income from all sources (including contributions)2021-06-30$4,772,601
Total loss/gain on sale of assets2021-06-30$126,748
Total of all expenses incurred2021-06-30$5,551,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$5,006,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$3,711,516
Value of total assets at end of year2021-06-30$12,050,867
Value of total assets at beginning of year2021-06-30$13,597,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$545,521
Total interest from all sources2021-06-30$377,570
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$7
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$7
Administrative expenses professional fees incurred2021-06-30$108,116
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$2,000,000
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$173,555
Participant contributions at end of year2021-06-30$10,600
Participant contributions at beginning of year2021-06-30$7,947
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$253,648
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$223,804
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$1,694,356
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$2,504,973
Other income not declared elsewhere2021-06-30$28,421
Administrative expenses (other) incurred2021-06-30$137,967
Liabilities. Value of operating payables at end of year2021-06-30$127,483
Liabilities. Value of operating payables at beginning of year2021-06-30$83,824
Total non interest bearing cash at end of year2021-06-30$3,050,263
Total non interest bearing cash at beginning of year2021-06-30$2,258,973
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$-779,253
Value of net assets at end of year (total assets less liabilities)2021-06-30$10,229,028
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$11,008,281
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$156,783
Income. Interest from corporate debt instruments2021-06-30$377,541
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$429,181
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$83,532
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$83,532
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$29
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$5,006,333
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$3,537,961
Employer contributions (assets) at end of year2021-06-30$377,504
Employer contributions (assets) at beginning of year2021-06-30$220,121
Asset. Corporate debt instrument debt (other) at end of year2021-06-30$7,929,671
Asset. Corporate debt instrument debt (other) at beginning of year2021-06-30$10,645,918
Contract administrator fees2021-06-30$299,438
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Aggregate proceeds on sale of assets2021-06-30$3,862,019
Aggregate carrying amount (costs) on sale of assets2021-06-30$3,735,271
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30MILLER KAPLAN ARASE LLP
Accountancy firm EIN2021-06-30952036255
2020 : SACRAMENTO INDEPENDENT HOTEL, RESTAURANT & TAVERN EMPLOYEES WELFARE TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$-33,289
Total unrealized appreciation/depreciation of assets2020-06-30$-33,289
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$2,588,797
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$2,256,888
Total income from all sources (including contributions)2020-06-30$8,711,251
Total loss/gain on sale of assets2020-06-30$-23,866
Total of all expenses incurred2020-06-30$9,379,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$8,738,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$8,300,153
Value of total assets at end of year2020-06-30$13,597,078
Value of total assets at beginning of year2020-06-30$13,933,094
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$640,734
Total interest from all sources2020-06-30$435,517
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$14,738
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$14,738
Administrative expenses professional fees incurred2020-06-30$113,112
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$2,000,000
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$322,466
Participant contributions at end of year2020-06-30$7,947
Participant contributions at beginning of year2020-06-30$29,840
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$223,804
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$201,530
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$2,504,973
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$2,181,539
Other income not declared elsewhere2020-06-30$17,998
Administrative expenses (other) incurred2020-06-30$228,432
Liabilities. Value of operating payables at end of year2020-06-30$83,824
Liabilities. Value of operating payables at beginning of year2020-06-30$75,349
Total non interest bearing cash at end of year2020-06-30$2,258,973
Total non interest bearing cash at beginning of year2020-06-30$2,407,039
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-667,925
Value of net assets at end of year (total assets less liabilities)2020-06-30$11,008,281
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$11,676,206
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$156,783
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$2,129,691
Income. Interest from corporate debt instruments2020-06-30$435,489
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$83,532
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$12,931
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$12,931
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$28
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$8,738,442
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$7,977,687
Employer contributions (assets) at end of year2020-06-30$220,121
Employer contributions (assets) at beginning of year2020-06-30$778,027
Asset. Corporate debt instrument debt (other) at end of year2020-06-30$10,645,918
Asset. Corporate debt instrument debt (other) at beginning of year2020-06-30$8,374,036
Contract administrator fees2020-06-30$299,190
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Aggregate proceeds on sale of assets2020-06-30$1,617,431
Aggregate carrying amount (costs) on sale of assets2020-06-30$1,641,297
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30MILLER KAPLAN ARASE LLP
Accountancy firm EIN2020-06-30952036255
2019 : SACRAMENTO INDEPENDENT HOTEL, RESTAURANT & TAVERN EMPLOYEES WELFARE TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$313,080
Total unrealized appreciation/depreciation of assets2019-06-30$313,080
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$2,256,888
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$2,636,218
Total income from all sources (including contributions)2019-06-30$11,415,799
Total of all expenses incurred2019-06-30$8,878,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$8,230,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$10,020,813
Value of total assets at end of year2019-06-30$13,933,094
Value of total assets at beginning of year2019-06-30$11,775,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$648,144
Total interest from all sources2019-06-30$342,800
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$20,090
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$20,090
Administrative expenses professional fees incurred2019-06-30$134,934
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$2,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$349,333
Participant contributions at end of year2019-06-30$29,840
Participant contributions at beginning of year2019-06-30$26,161
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$201,530
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$135,095
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$2,181,539
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$2,339,911
Other income not declared elsewhere2019-06-30$719,016
Administrative expenses (other) incurred2019-06-30$214,038
Liabilities. Value of operating payables at end of year2019-06-30$75,349
Liabilities. Value of operating payables at beginning of year2019-06-30$296,307
Total non interest bearing cash at end of year2019-06-30$2,407,039
Total non interest bearing cash at beginning of year2019-06-30$3,237,219
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$2,536,969
Value of net assets at end of year (total assets less liabilities)2019-06-30$11,676,206
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$9,139,237
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$2,129,691
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$591,495
Income. Interest from US Government securities2019-06-30$342,629
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$12,931
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$226,219
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$226,219
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$171
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$8,230,686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$9,671,480
Employer contributions (assets) at end of year2019-06-30$778,027
Employer contributions (assets) at beginning of year2019-06-30$765,438
Asset. Corporate debt instrument debt (other) at end of year2019-06-30$8,374,036
Asset. Corporate debt instrument debt (other) at beginning of year2019-06-30$6,793,828
Contract administrator fees2019-06-30$299,172
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30MILLER KAPLAN ARASE LLP
Accountancy firm EIN2019-06-30952036255
2018 : SACRAMENTO INDEPENDENT HOTEL, RESTAURANT & TAVERN EMPLOYEES WELFARE TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$-344,932
Total unrealized appreciation/depreciation of assets2018-06-30$-344,932
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$2,636,218
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$2,880,018
Total income from all sources (including contributions)2018-06-30$11,724,294
Total loss/gain on sale of assets2018-06-30$-105,980
Total of all expenses incurred2018-06-30$11,399,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$10,755,116
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$9,503,558
Value of total assets at end of year2018-06-30$11,775,455
Value of total assets at beginning of year2018-06-30$11,694,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$644,668
Total interest from all sources2018-06-30$323,380
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$1,617
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$1,617
Administrative expenses professional fees incurred2018-06-30$115,085
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$2,000,000
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$319,453
Participant contributions at end of year2018-06-30$26,161
Participant contributions at beginning of year2018-06-30$40,341
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$135,095
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$171,343
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$2,339,911
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$2,096,940
Other income not declared elsewhere2018-06-30$2,346,651
Administrative expenses (other) incurred2018-06-30$236,219
Liabilities. Value of operating payables at end of year2018-06-30$296,307
Liabilities. Value of operating payables at beginning of year2018-06-30$783,078
Total non interest bearing cash at end of year2018-06-30$3,237,219
Total non interest bearing cash at beginning of year2018-06-30$2,656,945
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$324,510
Value of net assets at end of year (total assets less liabilities)2018-06-30$9,139,237
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$8,814,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$591,495
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$0
Income. Interest from corporate debt instruments2018-06-30$322,655
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$226,219
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$1,242,803
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$1,242,803
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$725
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$7,446,845
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$9,184,105
Employer contributions (assets) at end of year2018-06-30$765,438
Employer contributions (assets) at beginning of year2018-06-30$1,077,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$3,308,271
Asset. Corporate debt instrument debt (other) at end of year2018-06-30$6,793,828
Asset. Corporate debt instrument debt (other) at beginning of year2018-06-30$6,505,922
Contract administrator fees2018-06-30$293,364
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Aggregate proceeds on sale of assets2018-06-30$1,688,835
Aggregate carrying amount (costs) on sale of assets2018-06-30$1,794,815
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30MILLER KAPLAN ARASE LLP
Accountancy firm EIN2018-06-30952036255
2017 : SACRAMENTO INDEPENDENT HOTEL, RESTAURANT & TAVERN EMPLOYEES WELFARE TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$-46,954
Total unrealized appreciation/depreciation of assets2017-06-30$-46,954
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$2,880,018
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$2,098,988
Total income from all sources (including contributions)2017-06-30$10,132,336
Total loss/gain on sale of assets2017-06-30$-29,794
Total of all expenses incurred2017-06-30$9,189,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$8,542,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$9,666,721
Value of total assets at end of year2017-06-30$11,694,745
Value of total assets at beginning of year2017-06-30$9,970,901
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$646,669
Total interest from all sources2017-06-30$292,308
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Administrative expenses professional fees incurred2017-06-30$95,864
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$2,000,000
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$330,715
Participant contributions at end of year2017-06-30$40,341
Participant contributions at beginning of year2017-06-30$31,287
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$171,343
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$87,304
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$2,096,940
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$1,675,818
Other income not declared elsewhere2017-06-30$250,055
Administrative expenses (other) incurred2017-06-30$265,985
Liabilities. Value of operating payables at end of year2017-06-30$783,078
Liabilities. Value of operating payables at beginning of year2017-06-30$423,170
Total non interest bearing cash at end of year2017-06-30$2,656,945
Total non interest bearing cash at beginning of year2017-06-30$2,533,893
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$942,814
Value of net assets at end of year (total assets less liabilities)2017-06-30$8,814,727
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$7,871,913
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Income. Interest from corporate debt instruments2017-06-30$292,218
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$1,242,803
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$714,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$714,995
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$90
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$3,231,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$9,336,006
Employer contributions (assets) at end of year2017-06-30$1,077,391
Employer contributions (assets) at beginning of year2017-06-30$835,579
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$5,311,720
Asset. Corporate debt instrument preferred debt at end of year2017-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-06-30$113,839
Asset. Corporate debt instrument debt (other) at end of year2017-06-30$6,505,922
Asset. Corporate debt instrument debt (other) at beginning of year2017-06-30$5,654,004
Contract administrator fees2017-06-30$284,820
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$314,083
Aggregate carrying amount (costs) on sale of assets2017-06-30$343,877
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30MILLER KAPLAN ARASE LLP
Accountancy firm EIN2017-06-30952036255
2016 : SACRAMENTO INDEPENDENT HOTEL, RESTAURANT & TAVERN EMPLOYEES WELFARE TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$18,965
Total unrealized appreciation/depreciation of assets2016-06-30$18,965
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$2,098,988
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$1,798,562
Total income from all sources (including contributions)2016-06-30$8,950,703
Total loss/gain on sale of assets2016-06-30$-24,150
Total of all expenses incurred2016-06-30$7,243,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$6,504,647
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$8,530,826
Value of total assets at end of year2016-06-30$9,970,901
Value of total assets at beginning of year2016-06-30$7,963,686
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$739,267
Total interest from all sources2016-06-30$279,273
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Administrative expenses professional fees incurred2016-06-30$91,287
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$2,000,000
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$318,904
Participant contributions at end of year2016-06-30$31,287
Participant contributions at beginning of year2016-06-30$20,363
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$87,304
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$229,121
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$1,675,818
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$1,409,086
Other income not declared elsewhere2016-06-30$145,789
Administrative expenses (other) incurred2016-06-30$259,339
Liabilities. Value of operating payables at end of year2016-06-30$423,170
Liabilities. Value of operating payables at beginning of year2016-06-30$389,476
Total non interest bearing cash at end of year2016-06-30$2,533,893
Total non interest bearing cash at beginning of year2016-06-30$1,202,319
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$1,706,789
Value of net assets at end of year (total assets less liabilities)2016-06-30$7,871,913
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$6,165,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Income. Interest from corporate debt instruments2016-06-30$279,204
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$714,995
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$733,503
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$733,503
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$69
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$2,723,651
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$8,211,922
Employer contributions (assets) at end of year2016-06-30$835,579
Employer contributions (assets) at beginning of year2016-06-30$543,831
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$3,780,996
Asset. Corporate debt instrument preferred debt at end of year2016-06-30$113,839
Asset. Corporate debt instrument preferred debt at beginning of year2016-06-30$5,234,549
Asset. Corporate debt instrument debt (other) at end of year2016-06-30$5,654,004
Asset. Corporate debt instrument debt (other) at beginning of year2016-06-30$0
Contract administrator fees2016-06-30$388,641
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$1,406,306
Aggregate carrying amount (costs) on sale of assets2016-06-30$1,430,456
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30MILLER KAPLAN ARASE LLP
Accountancy firm EIN2016-06-30952036255
2015 : SACRAMENTO INDEPENDENT HOTEL, RESTAURANT & TAVERN EMPLOYEES WELFARE TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$-163,562
Total unrealized appreciation/depreciation of assets2015-06-30$-163,562
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$1,798,562
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$1,175,061
Total income from all sources (including contributions)2015-06-30$7,040,014
Total loss/gain on sale of assets2015-06-30$-14,923
Total of all expenses incurred2015-06-30$6,304,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$5,623,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$6,806,210
Value of total assets at end of year2015-06-30$7,963,686
Value of total assets at beginning of year2015-06-30$6,604,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$680,496
Total interest from all sources2015-06-30$260,424
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Administrative expenses professional fees incurred2015-06-30$100,725
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$229,241
Participant contributions at end of year2015-06-30$20,363
Participant contributions at beginning of year2015-06-30$27,038
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$229,121
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$69,132
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$1,409,086
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$1,039,554
Other income not declared elsewhere2015-06-30$151,865
Administrative expenses (other) incurred2015-06-30$230,373
Liabilities. Value of operating payables at end of year2015-06-30$389,476
Liabilities. Value of operating payables at beginning of year2015-06-30$23,007
Total non interest bearing cash at end of year2015-06-30$1,202,319
Total non interest bearing cash at beginning of year2015-06-30$663,119
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$735,569
Value of net assets at end of year (total assets less liabilities)2015-06-30$6,165,124
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$5,429,555
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Income. Interest from corporate debt instruments2015-06-30$260,340
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$733,503
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$493,812
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$493,812
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$84
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$2,601,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$6,576,969
Employer contributions (assets) at end of year2015-06-30$543,831
Employer contributions (assets) at beginning of year2015-06-30$598,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$3,022,028
Asset. Corporate debt instrument preferred debt at end of year2015-06-30$5,234,549
Asset. Corporate debt instrument preferred debt at beginning of year2015-06-30$4,752,585
Contract administrator fees2015-06-30$349,398
Liabilities. Value of benefit claims payable at end of year2015-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2015-06-30$112,500
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$1,110,481
Aggregate carrying amount (costs) on sale of assets2015-06-30$1,125,404
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30MILLER KAPLAN ARASE LLP
Accountancy firm EIN2015-06-30952036255
2014 : SACRAMENTO INDEPENDENT HOTEL, RESTAURANT & TAVERN EMPLOYEES WELFARE TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$75,348
Total unrealized appreciation/depreciation of assets2014-06-30$75,348
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$1,175,061
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$1,142,084
Total income from all sources (including contributions)2014-06-30$6,963,965
Total loss/gain on sale of assets2014-06-30$-25,866
Total of all expenses incurred2014-06-30$6,475,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$5,864,132
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$6,606,837
Value of total assets at end of year2014-06-30$6,604,616
Value of total assets at beginning of year2014-06-30$6,083,019
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$611,213
Total interest from all sources2014-06-30$245,256
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Administrative expenses professional fees incurred2014-06-30$121,641
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$305,127
Participant contributions at end of year2014-06-30$27,038
Participant contributions at beginning of year2014-06-30$27,142
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$69,132
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$71,016
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$1,039,554
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$654,311
Other income not declared elsewhere2014-06-30$62,390
Administrative expenses (other) incurred2014-06-30$143,230
Liabilities. Value of operating payables at end of year2014-06-30$23,007
Liabilities. Value of operating payables at beginning of year2014-06-30$16,972
Total non interest bearing cash at end of year2014-06-30$663,119
Total non interest bearing cash at beginning of year2014-06-30$161,012
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$488,620
Value of net assets at end of year (total assets less liabilities)2014-06-30$5,429,555
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$4,940,935
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Income. Interest from corporate debt instruments2014-06-30$245,195
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$493,812
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$340,196
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$340,196
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$61
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$2,809,216
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$6,301,710
Employer contributions (assets) at end of year2014-06-30$598,930
Employer contributions (assets) at beginning of year2014-06-30$657,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$3,054,916
Asset. Corporate debt instrument preferred debt at end of year2014-06-30$4,752,585
Asset. Corporate debt instrument preferred debt at beginning of year2014-06-30$4,826,368
Contract administrator fees2014-06-30$346,342
Liabilities. Value of benefit claims payable at end of year2014-06-30$112,500
Liabilities. Value of benefit claims payable at beginning of year2014-06-30$470,801
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$970,047
Aggregate carrying amount (costs) on sale of assets2014-06-30$995,913
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30MILLER KAPLAN ARASE LLP
Accountancy firm EIN2014-06-30952036255
2013 : SACRAMENTO INDEPENDENT HOTEL, RESTAURANT & TAVERN EMPLOYEES WELFARE TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$-114,716
Total unrealized appreciation/depreciation of assets2013-06-30$-114,716
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$1,142,084
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$938,339
Total income from all sources (including contributions)2013-06-30$6,313,919
Total loss/gain on sale of assets2013-06-30$15,233
Total of all expenses incurred2013-06-30$6,098,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$5,552,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$6,151,306
Value of total assets at end of year2013-06-30$6,083,019
Value of total assets at beginning of year2013-06-30$5,664,226
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$546,332
Total interest from all sources2013-06-30$244,565
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Administrative expenses professional fees incurred2013-06-30$141,100
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$1,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$234,693
Participant contributions at end of year2013-06-30$27,142
Participant contributions at beginning of year2013-06-30$26,757
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$71,016
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$89,329
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$654,311
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$540,070
Other income not declared elsewhere2013-06-30$17,531
Administrative expenses (other) incurred2013-06-30$63,598
Liabilities. Value of operating payables at end of year2013-06-30$16,972
Liabilities. Value of operating payables at beginning of year2013-06-30$4,098
Total non interest bearing cash at end of year2013-06-30$161,012
Total non interest bearing cash at beginning of year2013-06-30$403,480
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$215,048
Value of net assets at end of year (total assets less liabilities)2013-06-30$4,940,935
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$4,725,887
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Income. Interest from corporate debt instruments2013-06-30$244,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$340,196
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$209,324
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$209,324
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$40
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$2,837,630
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$5,916,613
Employer contributions (assets) at end of year2013-06-30$657,285
Employer contributions (assets) at beginning of year2013-06-30$564,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$2,714,909
Asset. Corporate debt instrument preferred debt at end of year2013-06-30$4,826,368
Asset. Corporate debt instrument preferred debt at beginning of year2013-06-30$4,370,851
Contract administrator fees2013-06-30$341,634
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Liabilities. Value of benefit claims payable at end of year2013-06-30$470,801
Liabilities. Value of benefit claims payable at beginning of year2013-06-30$394,171
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$1,554,996
Aggregate carrying amount (costs) on sale of assets2013-06-30$1,539,763
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30HEMMING MORSE CPAS AND CONSULTANTS
Accountancy firm EIN2013-06-30300702322
2012 : SACRAMENTO INDEPENDENT HOTEL, RESTAURANT & TAVERN EMPLOYEES WELFARE TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$48,412
Total unrealized appreciation/depreciation of assets2012-06-30$48,412
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$938,339
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$1,039,260
Total income from all sources (including contributions)2012-06-30$6,204,492
Total loss/gain on sale of assets2012-06-30$-23,738
Total of all expenses incurred2012-06-30$6,052,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$5,393,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$5,537,178
Value of total assets at end of year2012-06-30$5,664,226
Value of total assets at beginning of year2012-06-30$5,612,885
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$658,337
Total interest from all sources2012-06-30$216,919
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$128,872
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$284,281
Participant contributions at end of year2012-06-30$26,757
Participant contributions at beginning of year2012-06-30$30,124
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$89,329
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$203,863
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$540,070
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$693,926
Other income not declared elsewhere2012-06-30$425,721
Administrative expenses (other) incurred2012-06-30$185,502
Liabilities. Value of operating payables at end of year2012-06-30$4,098
Liabilities. Value of operating payables at beginning of year2012-06-30$10,790
Total non interest bearing cash at end of year2012-06-30$403,480
Total non interest bearing cash at beginning of year2012-06-30$158,342
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$152,262
Value of net assets at end of year (total assets less liabilities)2012-06-30$4,725,887
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$4,573,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Income. Interest from corporate debt instruments2012-06-30$216,863
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$209,324
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$32,717
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$32,717
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$56
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$2,720,842
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$5,252,897
Employer contributions (assets) at end of year2012-06-30$564,485
Employer contributions (assets) at beginning of year2012-06-30$591,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$2,673,051
Asset. Corporate debt instrument preferred debt at end of year2012-06-30$4,370,851
Asset. Corporate debt instrument preferred debt at beginning of year2012-06-30$4,596,178
Contract administrator fees2012-06-30$343,963
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Liabilities. Value of benefit claims payable at end of year2012-06-30$394,171
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$334,544
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$550,000
Aggregate carrying amount (costs) on sale of assets2012-06-30$573,738
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30HEMMING MORSE CPAS AND CONSULTANTS
Accountancy firm EIN2012-06-30300702322
2011 : SACRAMENTO INDEPENDENT HOTEL, RESTAURANT & TAVERN EMPLOYEES WELFARE TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$46,827
Total unrealized appreciation/depreciation of assets2011-06-30$46,827
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$1,039,260
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$1,604,013
Total income from all sources (including contributions)2011-06-30$5,748,508
Total loss/gain on sale of assets2011-06-30$-51,715
Total of all expenses incurred2011-06-30$6,209,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$5,656,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$4,976,462
Value of total assets at end of year2011-06-30$5,612,885
Value of total assets at beginning of year2011-06-30$6,639,046
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$553,665
Total interest from all sources2011-06-30$286,653
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$139,855
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$1,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$312,747
Participant contributions at end of year2011-06-30$30,124
Participant contributions at beginning of year2011-06-30$28,832
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$203,863
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$526,982
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$693,926
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$1,105,944
Other income not declared elsewhere2011-06-30$490,281
Administrative expenses (other) incurred2011-06-30$78,355
Liabilities. Value of operating payables at end of year2011-06-30$10,790
Liabilities. Value of operating payables at beginning of year2011-06-30$9,863
Total non interest bearing cash at end of year2011-06-30$158,342
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$-461,408
Value of net assets at end of year (total assets less liabilities)2011-06-30$4,573,625
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$5,035,033
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Income. Interest from corporate debt instruments2011-06-30$286,452
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$32,717
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$453,010
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$453,010
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$201
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$2,736,664
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$4,663,715
Employer contributions (assets) at end of year2011-06-30$591,661
Employer contributions (assets) at beginning of year2011-06-30$447,354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$2,919,587
Asset. Corporate debt instrument preferred debt at end of year2011-06-30$4,596,178
Asset. Corporate debt instrument preferred debt at beginning of year2011-06-30$5,182,868
Contract administrator fees2011-06-30$335,455
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Liabilities. Value of benefit claims payable at end of year2011-06-30$334,544
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$488,206
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$3,798,908
Aggregate carrying amount (costs) on sale of assets2011-06-30$3,850,623
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30HEMMING MORSE CPAS AND CONSULTANTS
Accountancy firm EIN2011-06-30300702322

Form 5500 Responses for SACRAMENTO INDEPENDENT HOTEL, RESTAURANT & TAVERN EMPLOYEES WELFARE TRUST

2021: SACRAMENTO INDEPENDENT HOTEL, RESTAURANT & TAVERN EMPLOYEES WELFARE TRUST 2021 form 5500 responses
2021-07-01Type of plan entityMulti-employer plan
2021-07-01Plan is a collectively bargained planYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: SACRAMENTO INDEPENDENT HOTEL, RESTAURANT & TAVERN EMPLOYEES WELFARE TRUST 2020 form 5500 responses
2020-07-01Type of plan entityMulti-employer plan
2020-07-01Plan is a collectively bargained planYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: SACRAMENTO INDEPENDENT HOTEL, RESTAURANT & TAVERN EMPLOYEES WELFARE TRUST 2019 form 5500 responses
2019-07-01Type of plan entityMulti-employer plan
2019-07-01Plan is a collectively bargained planYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: SACRAMENTO INDEPENDENT HOTEL, RESTAURANT & TAVERN EMPLOYEES WELFARE TRUST 2018 form 5500 responses
2018-07-01Type of plan entityMulti-employer plan
2018-07-01Plan is a collectively bargained planYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: SACRAMENTO INDEPENDENT HOTEL, RESTAURANT & TAVERN EMPLOYEES WELFARE TRUST 2017 form 5500 responses
2017-07-01Type of plan entityMulti-employer plan
2017-07-01Plan is a collectively bargained planYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: SACRAMENTO INDEPENDENT HOTEL, RESTAURANT & TAVERN EMPLOYEES WELFARE TRUST 2016 form 5500 responses
2016-07-01Type of plan entityMulti-employer plan
2016-07-01Plan is a collectively bargained planYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: SACRAMENTO INDEPENDENT HOTEL, RESTAURANT & TAVERN EMPLOYEES WELFARE TRUST 2015 form 5500 responses
2015-07-01Type of plan entityMulti-employer plan
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: SACRAMENTO INDEPENDENT HOTEL, RESTAURANT & TAVERN EMPLOYEES WELFARE TRUST 2014 form 5500 responses
2014-07-01Type of plan entityMulti-employer plan
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: SACRAMENTO INDEPENDENT HOTEL, RESTAURANT & TAVERN EMPLOYEES WELFARE TRUST 2013 form 5500 responses
2013-07-01Type of plan entityMulti-employer plan
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: SACRAMENTO INDEPENDENT HOTEL, RESTAURANT & TAVERN EMPLOYEES WELFARE TRUST 2012 form 5500 responses
2012-07-01Type of plan entityMulti-employer plan
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: SACRAMENTO INDEPENDENT HOTEL, RESTAURANT & TAVERN EMPLOYEES WELFARE TRUST 2011 form 5500 responses
2011-07-01Type of plan entityMulti-employer plan
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: SACRAMENTO INDEPENDENT HOTEL, RESTAURANT & TAVERN EMPLOYEES WELFARE TRUST 2010 form 5500 responses
2010-07-01Type of plan entityMulti-employer plan
2010-07-01Plan is a collectively bargained planYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: SACRAMENTO INDEPENDENT HOTEL, RESTAURANT & TAVERN EMPLOYEES WELFARE TRUST 2009 form 5500 responses
2009-07-01Type of plan entityMulti-employer plan
2009-07-01This submission is the final filingNo
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

WESTERN HEALTH ADVANTAGE (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number102553
Policy instance 5
Insurance contract or identification number102553
Number of Individuals Covered9
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $89,036
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL32189
Policy instance 4
Insurance contract or identification numberHCL32189
Number of Individuals Covered263
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $17,396
Welfare Benefit Premiums Paid to CarrierUSD $347,921
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,396
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12208956
Policy instance 3
Insurance contract or identification number12208956
Number of Individuals Covered494
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number37100
Policy instance 2
Insurance contract or identification number37100
Number of Individuals Covered146
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,230,563
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00026M9
Policy instance 1
Insurance contract or identification numberG00026M9
Number of Individuals Covered641
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $22,377
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00026M9
Policy instance 1
Insurance contract or identification numberG00026M9
Number of Individuals Covered389
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $5,337
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 number37100
Policy instance 2
Insurance contract or identification number37100
Number of Individuals Covered122
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,367,998
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12208956
Policy instance 3
Insurance contract or identification number12208956
Number of Individuals Covered298
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WESTERN HEALTH ADVANTAGE (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number102553
Policy instance 5
Insurance contract or identification number102553
Number of Individuals Covered9
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $163,545
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL32189
Policy instance 4
Insurance contract or identification numberHCL32189
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Welfare Benefit Premiums Paid to CarrierUSD $470,805
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL32189
Policy instance 4
Insurance contract or identification numberHCL32189
Number of Individuals Covered553
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $31,123
Welfare Benefit Premiums Paid to CarrierUSD $591,333
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $31,123
Insurance broker organization code?3
WESTERN HEALTH ADVANTAGE (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number102553
Policy instance 5
Insurance contract or identification number102553
Number of Individuals Covered9
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $95,210
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00026M9
Policy instance 1
Insurance contract or identification numberG00026M9
Number of Individuals Covered918
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $9,640
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 number37100
Policy instance 2
Insurance contract or identification number37100
Number of Individuals Covered305
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,682,633
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12208956
Policy instance 3
Insurance contract or identification number12208956
Number of Individuals Covered855
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $60,002
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 number37100
Policy instance 2
Insurance contract or identification number37100
Number of Individuals Covered328
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,551,393
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12208956
Policy instance 3
Insurance contract or identification number12208956
Number of Individuals Covered913
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $60,586
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WESTERN HEALTH ADVANTAGE (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number102553
Policy instance 4
Insurance contract or identification number102553
Number of Individuals Covered10
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $91,339
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL32189
Policy instance 5
Insurance contract or identification numberHCL32189
Number of Individuals Covered84
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $28,381
Welfare Benefit Premiums Paid to CarrierUSD $567,618
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,381
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00026M9
Policy instance 1
Insurance contract or identification numberG00026M9
Number of Individuals Covered984
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $9,971
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WESTERN HEALTH ADVANTAGE (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number102553
Policy instance 4
Insurance contract or identification number102553
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12208956
Policy instance 3
Insurance contract or identification number12208956
Number of Individuals Covered956
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $63,559
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 number37100
Policy instance 2
Insurance contract or identification number37100
Number of Individuals Covered342
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,616,443
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00026M9
Policy instance 1
Insurance contract or identification numberG00026M9
Number of Individuals Covered1071
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $9,878
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL32189
Policy instance 5
Insurance contract or identification numberHCL32189
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL32189
Policy instance 5
Insurance contract or identification numberHCL32189
Number of Individuals Covered658
Insurance policy start date2016-01-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $13,886
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,886
Insurance broker organization code?3
Insurance broker nameSTOP LOSS INSURANCE SVCS
WESTERN HEALTH ADVANTAGE (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number102553
Policy instance 4
Insurance contract or identification number102553
Number of Individuals Covered12
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $88,404
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12208956
Policy instance 3
Insurance contract or identification number12208956
Number of Individuals Covered1086
Insurance policy start date2016-01-01
Insurance policy end date2016-06-30
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $33,847
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 number37100
Policy instance 2
Insurance contract or identification number37100
Number of Individuals Covered320
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,154,137
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00026M9
Policy instance 1
Insurance contract or identification numberG00026M9
Number of Individuals Covered1243
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $9,115
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00026M9
Policy instance 1
Insurance contract or identification numberG00026M9
Number of Individuals Covered884
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $8,654
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 number37100
Policy instance 2
Insurance contract or identification number37100
Number of Individuals Covered376
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Welfare Benefit Premiums Paid to CarrierUSD $2,570,497
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12208956
Policy instance 4
Insurance contract or identification number12208956
Number of Individuals Covered823
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $48,161
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WESTERN HEALTH ADVANTAGE (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number102553
Policy instance 5
Insurance contract or identification number102553
Number of Individuals Covered12
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Welfare Benefit Premiums Paid to CarrierUSD $88,404
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
US FIRE (National Association of Insurance Commissioners NAIC id number: 21113 )
Policy contract numberUS183747
Policy instance 3
Insurance contract or identification numberUS183747
Number of Individuals Covered729
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $327,240
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 number37100
Policy instance 1
Insurance contract or identification number37100
Number of Individuals Covered427
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Welfare Benefit Premiums Paid to CarrierUSD $2,488,923
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL17581
Policy instance 5
Insurance contract or identification numberHCL17581
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Welfare Benefit Premiums Paid to CarrierUSD $23,020
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WESTERN HEALTH ADVANTAGE (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number102553
Policy instance 4
Insurance contract or identification number102553
Number of Individuals Covered19
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Welfare Benefit Premiums Paid to CarrierUSD $144,090
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00026M9
Policy instance 2
Insurance contract or identification numberG00026M9
Number of Individuals Covered822
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $8,445
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12208956
Policy instance 3
Insurance contract or identification number12208956
Number of Individuals Covered844
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $43,616
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00026M9
Policy instance 2
Insurance contract or identification numberG00026M9
Number of Individuals Covered883
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
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 $8,090
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL17581
Policy instance 5
Insurance contract or identification numberHCL17581
Number of Individuals Covered277
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
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 $255,405
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
WESTERN HEALTH ADVANTAGE (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number102553
Policy instance 4
Insurance contract or identification number102553
Number of Individuals Covered24
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
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 $178,696
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12208956
Policy instance 3
Insurance contract or identification number12208956
Number of Individuals Covered890
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
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
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $38,826
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number37100-0000
Policy instance 1
Insurance contract or identification number37100-0000
Number of Individuals Covered387
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 $2,218,932
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number37100-0000
Policy instance 1
Insurance contract or identification number37100-0000
Number of Individuals Covered419
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
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 $2,213,189
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL17581
Policy instance 5
Insurance contract or identification numberHCL17581
Number of Individuals Covered266
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
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 $222,723
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WESTERN HEALTH ADVANTAGE (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number102553
Policy instance 4
Insurance contract or identification number102553
Number of Individuals Covered35
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
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 $224,305
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12208956
Policy instance 3
Insurance contract or identification number12208956
Number of Individuals Covered839
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
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
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $37,192
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00026M9
Policy instance 2
Insurance contract or identification numberG00026M9
Number of Individuals Covered839
Insurance policy start date2011-07-01
Insurance policy end date2012-07-01
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 $8,229
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 number37100-0000
Policy instance 1
Insurance contract or identification number37100-0000
Number of Individuals Covered477
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
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 $2,267,291
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KGA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number
Policy instance 5
Insurance policy start date2011-07-01
Insurance policy end date2011-06-30
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
WESTERN HEALTH ADVANTAGE (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number102553
Policy instance 4
Insurance contract or identification number102553
Number of Individuals Covered50
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
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 $291,403
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12208956
Policy instance 3
Insurance contract or identification number12208956
Number of Individuals Covered880
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
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
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $36,771
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG 26M9
Policy instance 2
Insurance contract or identification numberGLUG 26M9
Number of Individuals Covered881
Insurance policy start date2010-07-01
Insurance policy end date2011-07-01
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 $8,483
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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