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UNITED FOOD & COMMERCIAL WORKERS UNIONS & FOOD EMPLOYERS BENEFIT FUND 401k Plan overview

Plan NameUNITED FOOD & COMMERCIAL WORKERS UNIONS & FOOD EMPLOYERS BENEFIT FUND
Plan identification number 501

UNITED FOOD & COMMERCIAL WORKERS UNIONS & FOOD EMPLOYERS BENEFIT FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Supplemental unemployment
  • Dental
  • Vision
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

BOARD OF TRUSTEES, UNITED FOOD AND COMMERCIAL WORKERS has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES, UNITED FOOD AND COMMERCIAL WORKERS
Employer identification number (EIN):952301788
NAIC Classification:445110
NAIC Description:Supermarkets and Other Grocery (except Convenience) Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED FOOD & COMMERCIAL WORKERS UNIONS & FOOD EMPLOYERS BENEFIT FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-04-01
5012021-04-01
5012020-04-01
5012019-04-01
5012018-04-01VRIGINIA GRADY2020-01-09
5012017-04-01
5012016-04-01
5012015-04-01ROCCO N CALABRESE
5012014-04-01ROCCO N. CALABRESE
5012013-04-01ROCCO N. CALABRESE
5012012-04-01ROCCO N. CALABRESE
5012011-04-01ROCCO N. CALABRESE
5012009-04-01ROCCO CALABRESE

Plan Statistics for UNITED FOOD & COMMERCIAL WORKERS UNIONS & FOOD EMPLOYERS BENEFIT FUND

401k plan membership statisitcs for UNITED FOOD & COMMERCIAL WORKERS UNIONS & FOOD EMPLOYERS BENEFIT FUND

Measure Date Value
2022: UNITED FOOD & COMMERCIAL WORKERS UNIONS & FOOD EMPLOYERS BENEFIT FUND 2022 401k membership
Total participants, beginning-of-year2022-04-0156,063
Total number of active participants reported on line 7a of the Form 55002022-04-0138,585
Number of retired or separated participants receiving benefits2022-04-0116,331
Number of other retired or separated participants entitled to future benefits2022-04-010
Total of all active and inactive participants2022-04-0154,916
Total participants2022-04-0154,916
Number of employers contributing to the scheme2022-04-0125
2021: UNITED FOOD & COMMERCIAL WORKERS UNIONS & FOOD EMPLOYERS BENEFIT FUND 2021 401k membership
Total participants, beginning-of-year2021-04-0159,320
Total number of active participants reported on line 7a of the Form 55002021-04-0139,516
Number of retired or separated participants receiving benefits2021-04-0116,547
Number of other retired or separated participants entitled to future benefits2021-04-010
Total of all active and inactive participants2021-04-0156,063
Total participants2021-04-0156,063
Number of employers contributing to the scheme2021-04-0125
2020: UNITED FOOD & COMMERCIAL WORKERS UNIONS & FOOD EMPLOYERS BENEFIT FUND 2020 401k membership
Total participants, beginning-of-year2020-04-0159,309
Total number of active participants reported on line 7a of the Form 55002020-04-0142,812
Number of retired or separated participants receiving benefits2020-04-0116,508
Total of all active and inactive participants2020-04-0159,320
Total participants2020-04-0159,320
Number of employers contributing to the scheme2020-04-0127
2019: UNITED FOOD & COMMERCIAL WORKERS UNIONS & FOOD EMPLOYERS BENEFIT FUND 2019 401k membership
Total participants, beginning-of-year2019-04-0159,737
Total number of active participants reported on line 7a of the Form 55002019-04-0142,438
Number of retired or separated participants receiving benefits2019-04-0116,871
Number of other retired or separated participants entitled to future benefits2019-04-010
Total of all active and inactive participants2019-04-0159,309
Total participants2019-04-0159,309
Number of employers contributing to the scheme2019-04-0128
2018: UNITED FOOD & COMMERCIAL WORKERS UNIONS & FOOD EMPLOYERS BENEFIT FUND 2018 401k membership
Total participants, beginning-of-year2018-04-0160,815
Total number of active participants reported on line 7a of the Form 55002018-04-0142,759
Number of retired or separated participants receiving benefits2018-04-0116,978
Total of all active and inactive participants2018-04-0159,737
Number of employers contributing to the scheme2018-04-0128
2017: UNITED FOOD & COMMERCIAL WORKERS UNIONS & FOOD EMPLOYERS BENEFIT FUND 2017 401k membership
Total participants, beginning-of-year2017-04-0162,221
Total number of active participants reported on line 7a of the Form 55002017-04-0143,924
Number of retired or separated participants receiving benefits2017-04-0116,891
Total of all active and inactive participants2017-04-0160,815
Number of employers contributing to the scheme2017-04-0128
2016: UNITED FOOD & COMMERCIAL WORKERS UNIONS & FOOD EMPLOYERS BENEFIT FUND 2016 401k membership
Total participants, beginning-of-year2016-04-0160,768
Total number of active participants reported on line 7a of the Form 55002016-04-0145,372
Number of retired or separated participants receiving benefits2016-04-0116,849
Total of all active and inactive participants2016-04-0162,221
Number of employers contributing to the scheme2016-04-0130
2015: UNITED FOOD & COMMERCIAL WORKERS UNIONS & FOOD EMPLOYERS BENEFIT FUND 2015 401k membership
Total participants, beginning-of-year2015-04-0164,439
Total number of active participants reported on line 7a of the Form 55002015-04-0146,118
Number of retired or separated participants receiving benefits2015-04-0114,650
Total of all active and inactive participants2015-04-0160,768
Number of employers contributing to the scheme2015-04-0130
2014: UNITED FOOD & COMMERCIAL WORKERS UNIONS & FOOD EMPLOYERS BENEFIT FUND 2014 401k membership
Total participants, beginning-of-year2014-04-0165,122
Total number of active participants reported on line 7a of the Form 55002014-04-0148,119
Number of retired or separated participants receiving benefits2014-04-0116,320
Total of all active and inactive participants2014-04-0164,439
Number of employers contributing to the scheme2014-04-0133
2013: UNITED FOOD & COMMERCIAL WORKERS UNIONS & FOOD EMPLOYERS BENEFIT FUND 2013 401k membership
Total participants, beginning-of-year2013-04-0165,316
Total number of active participants reported on line 7a of the Form 55002013-04-0148,942
Number of retired or separated participants receiving benefits2013-04-0116,180
Total of all active and inactive participants2013-04-0165,122
Number of employers contributing to the scheme2013-04-0134
2012: UNITED FOOD & COMMERCIAL WORKERS UNIONS & FOOD EMPLOYERS BENEFIT FUND 2012 401k membership
Total participants, beginning-of-year2012-04-0166,520
Total number of active participants reported on line 7a of the Form 55002012-04-0147,527
Number of retired or separated participants receiving benefits2012-04-0117,789
Total of all active and inactive participants2012-04-0165,316
Number of employers contributing to the scheme2012-04-0135
2011: UNITED FOOD & COMMERCIAL WORKERS UNIONS & FOOD EMPLOYERS BENEFIT FUND 2011 401k membership
Total participants, beginning-of-year2011-04-0170,432
Total number of active participants reported on line 7a of the Form 55002011-04-0150,428
Number of retired or separated participants receiving benefits2011-04-0116,092
Total of all active and inactive participants2011-04-0166,520
Number of employers contributing to the scheme2011-04-0137
2009: UNITED FOOD & COMMERCIAL WORKERS UNIONS & FOOD EMPLOYERS BENEFIT FUND 2009 401k membership
Total participants, beginning-of-year2009-04-0167,318
Total number of active participants reported on line 7a of the Form 55002009-04-0155,200
Number of retired or separated participants receiving benefits2009-04-0115,912
Total of all active and inactive participants2009-04-0171,112
Number of employers contributing to the scheme2009-04-0138

Financial Data on UNITED FOOD & COMMERCIAL WORKERS UNIONS & FOOD EMPLOYERS BENEFIT FUND

Measure Date Value
2023 : UNITED FOOD & COMMERCIAL WORKERS UNIONS & FOOD EMPLOYERS BENEFIT FUND 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-03-31$181,716
Total unrealized appreciation/depreciation of assets2023-03-31$181,716
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$174,480,476
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$166,350,958
Total income from all sources (including contributions)2023-03-31$623,021,489
Total loss/gain on sale of assets2023-03-31$-4,310,774
Total of all expenses incurred2023-03-31$606,134,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-03-31$577,116,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-03-31$625,792,287
Value of total assets at end of year2023-03-31$477,540,179
Value of total assets at beginning of year2023-03-31$452,524,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-03-31$29,018,741
Total interest from all sources2023-03-31$6,693,145
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-03-31No
Administrative expenses professional fees incurred2023-03-31$3,955,611
Was this plan covered by a fidelity bond2023-03-31Yes
Value of fidelity bond cover2023-03-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2023-03-31No
Contributions received from participants2023-03-31$65,866,236
Assets. Other investments not covered elsewhere at end of year2023-03-31$1,676,927
Assets. Other investments not covered elsewhere at beginning of year2023-03-31$1,026,221
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-03-31$6,156,628
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-03-31$6,582,703
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-03-31$21,760,840
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-03-31$16,739,248
Administrative expenses (other) incurred2023-03-31$24,482,692
Liabilities. Value of operating payables at end of year2023-03-31$1,798,884
Liabilities. Value of operating payables at beginning of year2023-03-31$1,301,804
Total non interest bearing cash at end of year2023-03-31$5,725,751
Total non interest bearing cash at beginning of year2023-03-31$9,918,969
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Value of net income/loss2023-03-31$16,886,499
Value of net assets at end of year (total assets less liabilities)2023-03-31$303,059,703
Value of net assets at beginning of year (total assets less liabilities)2023-03-31$286,173,204
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-03-31No
Were any leases to which the plan was party in default or uncollectible2023-03-31No
Investment advisory and management fees2023-03-31$580,438
Interest earned on other investments2023-03-31$34,492
Income. Interest from US Government securities2023-03-31$2,718,685
Income. Interest from corporate debt instruments2023-03-31$2,991,078
Value of interest in common/collective trusts at end of year2023-03-31$90,194,682
Value of interest in common/collective trusts at beginning of year2023-03-31$95,539,567
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-03-31$83,654,592
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-03-31$24,190,853
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-03-31$24,190,853
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-03-31$948,890
Expenses. Payments to insurance carriers foe the provision of benefits2023-03-31$234,300,025
Asset value of US Government securities at end of year2023-03-31$148,210,399
Asset value of US Government securities at beginning of year2023-03-31$162,466,630
Net investment gain or loss from common/collective trusts2023-03-31$-5,334,885
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-03-31Yes
Was there a failure to transmit to the plan any participant contributions2023-03-31No
Has the plan failed to provide any benefit when due under the plan2023-03-31No
Contributions received in cash from employer2023-03-31$559,926,051
Employer contributions (assets) at end of year2023-03-31$46,042,637
Employer contributions (assets) at beginning of year2023-03-31$45,440,364
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-03-31$342,816,224
Asset. Corporate debt instrument preferred debt at end of year2023-03-31$2,279,577
Asset. Corporate debt instrument preferred debt at beginning of year2023-03-31$5,090,326
Asset. Corporate debt instrument debt (other) at end of year2023-03-31$93,598,986
Asset. Corporate debt instrument debt (other) at beginning of year2023-03-31$102,268,529
Liabilities. Value of benefit claims payable at end of year2023-03-31$150,920,752
Liabilities. Value of benefit claims payable at beginning of year2023-03-31$148,309,906
Did the plan have assets held for investment2023-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-03-31No
Aggregate proceeds on sale of assets2023-03-31$5,815,371,562
Aggregate carrying amount (costs) on sale of assets2023-03-31$5,819,682,336
Opinion of an independent qualified public accountant for this plan2023-03-31Unqualified
Accountancy firm name2023-03-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2023-03-31952036255
2022 : UNITED FOOD & COMMERCIAL WORKERS UNIONS & FOOD EMPLOYERS BENEFIT FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-03-31$-7,625,778
Total unrealized appreciation/depreciation of assets2022-03-31$-7,625,778
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$166,350,958
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$145,986,248
Total income from all sources (including contributions)2022-03-31$616,785,173
Total loss/gain on sale of assets2022-03-31$22,091
Total of all expenses incurred2022-03-31$610,427,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-03-31$584,324,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-03-31$621,907,041
Value of total assets at end of year2022-03-31$452,524,162
Value of total assets at beginning of year2022-03-31$425,801,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-03-31$26,103,203
Total interest from all sources2022-03-31$3,846,234
Total dividends received (eg from common stock, registered investment company shares)2022-03-31$6,830
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-03-31$6,830
Administrative expenses professional fees incurred2022-03-31$3,495,334
Was this plan covered by a fidelity bond2022-03-31Yes
Value of fidelity bond cover2022-03-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2022-03-31No
Contributions received from participants2022-03-31$63,432,509
Assets. Other investments not covered elsewhere at end of year2022-03-31$1,026,221
Assets. Other investments not covered elsewhere at beginning of year2022-03-31$1,811,659
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-03-31$6,582,703
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-03-31$3,865,750
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-03-31$16,739,248
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-03-31$1,279,934
Other income not declared elsewhere2022-03-31$266,699
Administrative expenses (other) incurred2022-03-31$21,980,974
Liabilities. Value of operating payables at end of year2022-03-31$1,301,804
Liabilities. Value of operating payables at beginning of year2022-03-31$3,550,660
Total non interest bearing cash at end of year2022-03-31$9,918,969
Total non interest bearing cash at beginning of year2022-03-31$-3,703,371
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Value of net income/loss2022-03-31$6,357,937
Value of net assets at end of year (total assets less liabilities)2022-03-31$286,173,204
Value of net assets at beginning of year (total assets less liabilities)2022-03-31$279,815,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-03-31No
Were any leases to which the plan was party in default or uncollectible2022-03-31No
Investment advisory and management fees2022-03-31$626,895
Interest earned on other investments2022-03-31$35,896
Income. Interest from US Government securities2022-03-31$1,056,235
Income. Interest from corporate debt instruments2022-03-31$2,743,742
Value of interest in common/collective trusts at end of year2022-03-31$95,539,567
Value of interest in common/collective trusts at beginning of year2022-03-31$80,726,840
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-03-31$24,190,853
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-03-31$100,102,089
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-03-31$100,102,089
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-03-31$10,361
Expenses. Payments to insurance carriers foe the provision of benefits2022-03-31$231,390,398
Asset value of US Government securities at end of year2022-03-31$162,466,630
Asset value of US Government securities at beginning of year2022-03-31$114,147,769
Net investment gain or loss from common/collective trusts2022-03-31$-1,637,944
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-03-31Yes
Was there a failure to transmit to the plan any participant contributions2022-03-31No
Has the plan failed to provide any benefit when due under the plan2022-03-31No
Contributions received in cash from employer2022-03-31$558,474,532
Employer contributions (assets) at end of year2022-03-31$45,440,364
Employer contributions (assets) at beginning of year2022-03-31$46,602,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-03-31$352,933,635
Asset. Corporate debt instrument preferred debt at end of year2022-03-31$5,090,326
Asset. Corporate debt instrument preferred debt at beginning of year2022-03-31$43,066,330
Asset. Corporate debt instrument debt (other) at end of year2022-03-31$102,268,529
Asset. Corporate debt instrument debt (other) at beginning of year2022-03-31$39,182,305
Liabilities. Value of benefit claims payable at end of year2022-03-31$148,309,906
Liabilities. Value of benefit claims payable at beginning of year2022-03-31$141,155,654
Did the plan have assets held for investment2022-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-03-31No
Aggregate proceeds on sale of assets2022-03-31$478,147,838
Aggregate carrying amount (costs) on sale of assets2022-03-31$478,125,747
Opinion of an independent qualified public accountant for this plan2022-03-31Unqualified
Accountancy firm name2022-03-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2022-03-31952036255
2021 : UNITED FOOD & COMMERCIAL WORKERS UNIONS & FOOD EMPLOYERS BENEFIT FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-03-31$1,088,115
Total unrealized appreciation/depreciation of assets2021-03-31$1,088,115
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$145,986,248
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$149,108,427
Total income from all sources (including contributions)2021-03-31$677,280,354
Total loss/gain on sale of assets2021-03-31$219,187
Total of all expenses incurred2021-03-31$566,277,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-03-31$542,892,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-03-31$662,936,406
Value of total assets at end of year2021-03-31$425,801,515
Value of total assets at beginning of year2021-03-31$317,920,352
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-03-31$23,384,819
Total interest from all sources2021-03-31$4,024,696
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-03-31No
Administrative expenses professional fees incurred2021-03-31$3,767,279
Was this plan covered by a fidelity bond2021-03-31Yes
Value of fidelity bond cover2021-03-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2021-03-31No
Contributions received from participants2021-03-31$65,171,073
Assets. Other investments not covered elsewhere at end of year2021-03-31$1,811,659
Assets. Other investments not covered elsewhere at beginning of year2021-03-31$2,414,529
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-03-31$3,865,750
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-03-31$7,939,423
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-03-31$1,279,934
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-03-31$0
Administrative expenses (other) incurred2021-03-31$19,085,572
Liabilities. Value of operating payables at end of year2021-03-31$3,550,660
Liabilities. Value of operating payables at beginning of year2021-03-31$3,458,843
Total non interest bearing cash at end of year2021-03-31$-3,703,371
Total non interest bearing cash at beginning of year2021-03-31$-3,472,050
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Value of net income/loss2021-03-31$111,003,342
Value of net assets at end of year (total assets less liabilities)2021-03-31$279,815,267
Value of net assets at beginning of year (total assets less liabilities)2021-03-31$168,811,925
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-03-31No
Were any leases to which the plan was party in default or uncollectible2021-03-31No
Investment advisory and management fees2021-03-31$531,968
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-03-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-03-31$59,361,979
Interest earned on other investments2021-03-31$44,564
Income. Interest from US Government securities2021-03-31$1,460,423
Income. Interest from corporate debt instruments2021-03-31$2,473,032
Value of interest in common/collective trusts at end of year2021-03-31$80,726,840
Value of interest in common/collective trusts at beginning of year2021-03-31$12,352,912
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-03-31$100,102,089
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-03-31$33,551,670
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-03-31$33,551,670
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-03-31$46,677
Expenses. Payments to insurance carriers foe the provision of benefits2021-03-31$235,577,798
Asset value of US Government securities at end of year2021-03-31$114,147,769
Asset value of US Government securities at beginning of year2021-03-31$70,547,251
Net investment gain or loss from common/collective trusts2021-03-31$9,011,950
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-03-31Yes
Was there a failure to transmit to the plan any participant contributions2021-03-31No
Has the plan failed to provide any benefit when due under the plan2021-03-31No
Contributions received in cash from employer2021-03-31$597,765,333
Employer contributions (assets) at end of year2021-03-31$46,602,144
Employer contributions (assets) at beginning of year2021-03-31$53,087,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-03-31$307,314,395
Asset. Corporate debt instrument preferred debt at end of year2021-03-31$43,066,330
Asset. Corporate debt instrument preferred debt at beginning of year2021-03-31$42,647,084
Asset. Corporate debt instrument debt (other) at end of year2021-03-31$39,182,305
Asset. Corporate debt instrument debt (other) at beginning of year2021-03-31$39,489,644
Liabilities. Value of benefit claims payable at end of year2021-03-31$141,155,654
Liabilities. Value of benefit claims payable at beginning of year2021-03-31$145,649,584
Did the plan have assets held for investment2021-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-03-31No
Aggregate proceeds on sale of assets2021-03-31$204,180,206
Aggregate carrying amount (costs) on sale of assets2021-03-31$203,961,019
Opinion of an independent qualified public accountant for this plan2021-03-31Unqualified
Accountancy firm name2021-03-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2021-03-31952036255
2020 : UNITED FOOD & COMMERCIAL WORKERS UNIONS & FOOD EMPLOYERS BENEFIT FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-03-31$1,162,110
Total unrealized appreciation/depreciation of assets2020-03-31$1,162,110
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$149,108,427
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$120,868,772
Total income from all sources (including contributions)2020-03-31$597,069,587
Total loss/gain on sale of assets2020-03-31$178,964
Total of all expenses incurred2020-03-31$639,965,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$616,052,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$587,514,900
Value of total assets at end of year2020-03-31$317,920,352
Value of total assets at beginning of year2020-03-31$332,576,630
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$23,913,320
Total interest from all sources2020-03-31$4,799,134
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-31No
Administrative expenses professional fees incurred2020-03-31$4,152,425
Was this plan covered by a fidelity bond2020-03-31Yes
Value of fidelity bond cover2020-03-31$1,000,000
If this is an individual account plan, was there a blackout period2020-03-31No
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Contributions received from participants2020-03-31$61,685,650
Assets. Other investments not covered elsewhere at end of year2020-03-31$2,414,529
Assets. Other investments not covered elsewhere at beginning of year2020-03-31$8,489,346
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-03-31$7,939,423
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-03-31$7,981,803
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-03-31$70,327,051
Administrative expenses (other) incurred2020-03-31$19,287,661
Liabilities. Value of operating payables at end of year2020-03-31$3,458,843
Liabilities. Value of operating payables at beginning of year2020-03-31$753,610
Total non interest bearing cash at end of year2020-03-31$-3,472,050
Total non interest bearing cash at beginning of year2020-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Value of net income/loss2020-03-31$-42,895,933
Value of net assets at end of year (total assets less liabilities)2020-03-31$168,811,925
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$211,707,858
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Investment advisory and management fees2020-03-31$473,234
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-03-31$59,361,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-03-31$0
Interest earned on other investments2020-03-31$46,945
Income. Interest from US Government securities2020-03-31$1,495,628
Income. Interest from corporate debt instruments2020-03-31$2,687,596
Value of interest in common/collective trusts at end of year2020-03-31$12,352,912
Value of interest in common/collective trusts at beginning of year2020-03-31$68,300,412
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-03-31$33,551,670
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-03-31$43,149,239
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-03-31$43,149,239
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-03-31$568,965
Expenses. Payments to insurance carriers foe the provision of benefits2020-03-31$245,000,584
Asset value of US Government securities at end of year2020-03-31$70,547,251
Asset value of US Government securities at beginning of year2020-03-31$67,734,148
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-03-31$4,657,016
Net investment gain or loss from common/collective trusts2020-03-31$-1,242,537
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31Yes
Was there a failure to transmit to the plan any participant contributions2020-03-31No
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Contributions received in cash from employer2020-03-31$525,829,250
Employer contributions (assets) at end of year2020-03-31$53,087,910
Employer contributions (assets) at beginning of year2020-03-31$50,622,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$371,051,616
Asset. Corporate debt instrument preferred debt at end of year2020-03-31$42,647,084
Asset. Corporate debt instrument preferred debt at beginning of year2020-03-31$86,299,253
Asset. Corporate debt instrument debt (other) at end of year2020-03-31$39,489,644
Asset. Corporate debt instrument debt (other) at beginning of year2020-03-31$0
Liabilities. Value of benefit claims payable at end of year2020-03-31$145,649,584
Liabilities. Value of benefit claims payable at beginning of year2020-03-31$49,788,111
Did the plan have assets held for investment2020-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-31No
Aggregate proceeds on sale of assets2020-03-31$97,598,068
Aggregate carrying amount (costs) on sale of assets2020-03-31$97,419,104
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-03-31No
Opinion of an independent qualified public accountant for this plan2020-03-31Unqualified
Accountancy firm name2020-03-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2020-03-31952036255
2019 : UNITED FOOD & COMMERCIAL WORKERS UNIONS & FOOD EMPLOYERS BENEFIT FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-03-31$-22,130,499
Total unrealized appreciation/depreciation of assets2019-03-31$-22,130,499
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$120,868,772
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$132,706,061
Total income from all sources (including contributions)2019-03-31$624,025,233
Total loss/gain on sale of assets2019-03-31$23,185,813
Total of all expenses incurred2019-03-31$605,286,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-03-31$572,079,822
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-03-31$584,931,427
Value of total assets at end of year2019-03-31$332,576,630
Value of total assets at beginning of year2019-03-31$325,674,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-03-31$33,206,490
Total interest from all sources2019-03-31$4,875,231
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-03-31No
Administrative expenses professional fees incurred2019-03-31$11,871,260
Was this plan covered by a fidelity bond2019-03-31Yes
Value of fidelity bond cover2019-03-31$500,000
Were there any nonexempt tranactions with any party-in-interest2019-03-31No
Contributions received from participants2019-03-31$61,636,379
Assets. Other investments not covered elsewhere at end of year2019-03-31$8,489,346
Assets. Other investments not covered elsewhere at beginning of year2019-03-31$7,810,010
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-03-31$7,981,803
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-03-31$1,756,518
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-03-31$70,327,051
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-03-31$73,707,757
Other income not declared elsewhere2019-03-31$29,040,687
Administrative expenses (other) incurred2019-03-31$1,691,989
Liabilities. Value of operating payables at end of year2019-03-31$753,610
Liabilities. Value of operating payables at beginning of year2019-03-31$542,390
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Value of net income/loss2019-03-31$18,738,921
Value of net assets at end of year (total assets less liabilities)2019-03-31$211,707,858
Value of net assets at beginning of year (total assets less liabilities)2019-03-31$192,968,937
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-03-31No
Were any leases to which the plan was party in default or uncollectible2019-03-31No
Assets. partnership/joint venture interests at beginning of year2019-03-31$14,012,975
Investment advisory and management fees2019-03-31$396,412
Interest earned on other investments2019-03-31$52,789
Income. Interest from US Government securities2019-03-31$1,456,336
Income. Interest from corporate debt instruments2019-03-31$2,575,347
Value of interest in common/collective trusts at end of year2019-03-31$68,300,412
Value of interest in common/collective trusts at beginning of year2019-03-31$74,177,838
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-03-31$43,149,239
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-03-31$45,554,576
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-03-31$45,554,576
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-03-31$790,759
Expenses. Payments to insurance carriers foe the provision of benefits2019-03-31$243,424,187
Asset value of US Government securities at end of year2019-03-31$67,734,148
Asset value of US Government securities at beginning of year2019-03-31$65,078,670
Net investment gain or loss from common/collective trusts2019-03-31$4,122,574
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-03-31No
Was there a failure to transmit to the plan any participant contributions2019-03-31No
Has the plan failed to provide any benefit when due under the plan2019-03-31No
Contributions received in cash from employer2019-03-31$523,295,048
Employer contributions (assets) at end of year2019-03-31$50,622,429
Employer contributions (assets) at beginning of year2019-03-31$41,762,280
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-03-31$328,655,635
Asset. Corporate debt instrument preferred debt at end of year2019-03-31$86,299,253
Asset. Corporate debt instrument preferred debt at beginning of year2019-03-31$75,522,131
Contract administrator fees2019-03-31$19,246,829
Liabilities. Value of benefit claims payable at end of year2019-03-31$49,788,111
Liabilities. Value of benefit claims payable at beginning of year2019-03-31$58,455,914
Did the plan have assets held for investment2019-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-03-31No
Aggregate proceeds on sale of assets2019-03-31$710,129,779
Aggregate carrying amount (costs) on sale of assets2019-03-31$686,943,966
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-03-31No
Opinion of an independent qualified public accountant for this plan2019-03-31Unqualified
Accountancy firm name2019-03-31EIDE BAILLY LLP
Accountancy firm EIN2019-03-31450250958
2018 : UNITED FOOD & COMMERCIAL WORKERS UNIONS & FOOD EMPLOYERS BENEFIT FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-03-31$-804,805
Total unrealized appreciation/depreciation of assets2018-03-31$-804,805
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$132,706,061
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$128,188,408
Total income from all sources (including contributions)2018-03-31$583,694,811
Total loss/gain on sale of assets2018-03-31$-911,050
Total of all expenses incurred2018-03-31$594,981,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-31$563,671,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-31$574,875,827
Value of total assets at end of year2018-03-31$325,674,998
Value of total assets at beginning of year2018-03-31$332,444,032
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-31$31,310,190
Total interest from all sources2018-03-31$3,491,011
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-31No
Administrative expenses professional fees incurred2018-03-31$10,394,426
Was this plan covered by a fidelity bond2018-03-31Yes
Value of fidelity bond cover2018-03-31$500,000
If this is an individual account plan, was there a blackout period2018-03-31No
Were there any nonexempt tranactions with any party-in-interest2018-03-31No
Contributions received from participants2018-03-31$57,363,800
Assets. Other investments not covered elsewhere at end of year2018-03-31$7,810,010
Assets. Other investments not covered elsewhere at beginning of year2018-03-31$7,852,931
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-03-31$1,756,518
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-03-31$2,353,440
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-03-31$73,707,757
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-03-31$74,117,472
Other income not declared elsewhere2018-03-31$3,942,532
Administrative expenses (other) incurred2018-03-31$1,816,258
Liabilities. Value of operating payables at end of year2018-03-31$542,390
Liabilities. Value of operating payables at beginning of year2018-03-31$392,953
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Value of net income/loss2018-03-31$-11,286,687
Value of net assets at end of year (total assets less liabilities)2018-03-31$192,968,937
Value of net assets at beginning of year (total assets less liabilities)2018-03-31$204,255,624
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-31No
Were any leases to which the plan was party in default or uncollectible2018-03-31No
Assets. partnership/joint venture interests at end of year2018-03-31$14,012,975
Assets. partnership/joint venture interests at beginning of year2018-03-31$13,651,537
Investment advisory and management fees2018-03-31$385,801
Interest earned on other investments2018-03-31$59,871
Income. Interest from US Government securities2018-03-31$1,050,723
Income. Interest from corporate debt instruments2018-03-31$1,836,223
Value of interest in common/collective trusts at end of year2018-03-31$74,177,838
Value of interest in common/collective trusts at beginning of year2018-03-31$71,076,543
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-03-31$45,554,576
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-03-31$51,574,168
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-03-31$51,574,168
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-03-31$544,194
Expenses. Payments to insurance carriers foe the provision of benefits2018-03-31$242,652,422
Asset value of US Government securities at end of year2018-03-31$65,078,670
Asset value of US Government securities at beginning of year2018-03-31$62,330,582
Net investment gain or loss from common/collective trusts2018-03-31$3,101,296
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-31No
Was there a failure to transmit to the plan any participant contributions2018-03-31No
Has the plan failed to provide any benefit when due under the plan2018-03-31No
Contributions received in cash from employer2018-03-31$517,512,027
Employer contributions (assets) at end of year2018-03-31$41,762,280
Employer contributions (assets) at beginning of year2018-03-31$41,745,130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-03-31$321,018,886
Asset. Corporate debt instrument preferred debt at end of year2018-03-31$75,522,131
Asset. Corporate debt instrument preferred debt at beginning of year2018-03-31$81,859,701
Contract administrator fees2018-03-31$18,713,705
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-03-31No
Liabilities. Value of benefit claims payable at end of year2018-03-31$58,455,914
Liabilities. Value of benefit claims payable at beginning of year2018-03-31$53,677,983
Did the plan have assets held for investment2018-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-31No
Aggregate proceeds on sale of assets2018-03-31$716,452,914
Aggregate carrying amount (costs) on sale of assets2018-03-31$717,363,964
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-31No
Opinion of an independent qualified public accountant for this plan2018-03-31Unqualified
Accountancy firm name2018-03-31VAVRINEK, TRINE, DAY & CO., LLP
Accountancy firm EIN2018-03-31952648289
2017 : UNITED FOOD & COMMERCIAL WORKERS UNIONS & FOOD EMPLOYERS BENEFIT FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-03-31$-1,592,594
Total unrealized appreciation/depreciation of assets2017-03-31$-1,592,594
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$128,188,408
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$142,686,786
Total income from all sources (including contributions)2017-03-31$594,784,722
Total loss/gain on sale of assets2017-03-31$-864,954
Total of all expenses incurred2017-03-31$590,262,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$559,438,557
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-31$581,927,775
Value of total assets at end of year2017-03-31$332,444,032
Value of total assets at beginning of year2017-03-31$342,420,138
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-03-31$30,823,893
Total interest from all sources2017-03-31$3,188,194
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-03-31No
Administrative expenses professional fees incurred2017-03-31$10,296,150
Was this plan covered by a fidelity bond2017-03-31Yes
Value of fidelity bond cover2017-03-31$500,000
If this is an individual account plan, was there a blackout period2017-03-31No
Were there any nonexempt tranactions with any party-in-interest2017-03-31No
Contributions received from participants2017-03-31$56,280,695
Assets. Other investments not covered elsewhere at end of year2017-03-31$7,852,931
Assets. Other investments not covered elsewhere at beginning of year2017-03-31$11,952,433
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-03-31$2,353,440
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-03-31$1,882,878
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-03-31$74,117,472
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-03-31$91,976,647
Other income not declared elsewhere2017-03-31$9,010,847
Administrative expenses (other) incurred2017-03-31$1,772,586
Liabilities. Value of operating payables at end of year2017-03-31$392,953
Liabilities. Value of operating payables at beginning of year2017-03-31$581,814
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Value of net income/loss2017-03-31$4,522,272
Value of net assets at end of year (total assets less liabilities)2017-03-31$204,255,624
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$199,733,352
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-31No
Were any leases to which the plan was party in default or uncollectible2017-03-31No
Assets. partnership/joint venture interests at end of year2017-03-31$13,651,537
Assets. partnership/joint venture interests at beginning of year2017-03-31$12,943,463
Investment advisory and management fees2017-03-31$374,716
Interest earned on other investments2017-03-31$45,097
Income. Interest from US Government securities2017-03-31$1,032,055
Income. Interest from corporate debt instruments2017-03-31$1,831,709
Value of interest in common/collective trusts at end of year2017-03-31$71,076,543
Value of interest in common/collective trusts at beginning of year2017-03-31$67,961,088
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-03-31$51,574,168
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-03-31$60,344,080
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-03-31$60,344,080
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-03-31$279,333
Expenses. Payments to insurance carriers foe the provision of benefits2017-03-31$248,662,499
Asset value of US Government securities at end of year2017-03-31$62,330,582
Asset value of US Government securities at beginning of year2017-03-31$67,054,402
Net investment gain or loss from common/collective trusts2017-03-31$3,115,454
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-31No
Was there a failure to transmit to the plan any participant contributions2017-03-31No
Has the plan failed to provide any benefit when due under the plan2017-03-31No
Contributions received in cash from employer2017-03-31$525,647,080
Employer contributions (assets) at end of year2017-03-31$41,745,130
Employer contributions (assets) at beginning of year2017-03-31$42,960,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-03-31$310,776,058
Asset. Corporate debt instrument preferred debt at end of year2017-03-31$81,859,701
Asset. Corporate debt instrument preferred debt at beginning of year2017-03-31$77,320,886
Contract administrator fees2017-03-31$18,380,441
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-03-31No
Liabilities. Value of benefit claims payable at end of year2017-03-31$53,677,983
Liabilities. Value of benefit claims payable at beginning of year2017-03-31$50,128,325
Did the plan have assets held for investment2017-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-03-31No
Aggregate proceeds on sale of assets2017-03-31$752,729,350
Aggregate carrying amount (costs) on sale of assets2017-03-31$753,594,304
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-03-31No
Opinion of an independent qualified public accountant for this plan2017-03-31Unqualified
Accountancy firm name2017-03-31VAVRINEK, TRINE, DAY & CO., LLP
Accountancy firm EIN2017-03-31952648289
2016 : UNITED FOOD & COMMERCIAL WORKERS UNIONS & FOOD EMPLOYERS BENEFIT FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-03-31$2,042,383
Total unrealized appreciation/depreciation of assets2016-03-31$2,042,383
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$142,686,786
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$143,860,818
Total income from all sources (including contributions)2016-03-31$603,777,952
Total loss/gain on sale of assets2016-03-31$-1,236,030
Total of all expenses incurred2016-03-31$592,304,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$560,250,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$596,158,638
Value of total assets at end of year2016-03-31$342,420,138
Value of total assets at beginning of year2016-03-31$332,120,917
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$32,054,187
Total interest from all sources2016-03-31$2,803,917
Total dividends received (eg from common stock, registered investment company shares)2016-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-03-31$0
Administrative expenses professional fees incurred2016-03-31$10,545,812
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$500,000
If this is an individual account plan, was there a blackout period2016-03-31No
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Contributions received from participants2016-03-31$55,929,090
Assets. Other investments not covered elsewhere at end of year2016-03-31$11,952,433
Assets. Other investments not covered elsewhere at beginning of year2016-03-31$10,001,686
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-03-31$1,882,878
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-03-31$1,727,707
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-03-31$91,976,647
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-03-31$94,826,757
Other income not declared elsewhere2016-03-31$4,009,044
Administrative expenses (other) incurred2016-03-31$2,530,063
Liabilities. Value of operating payables at end of year2016-03-31$581,814
Liabilities. Value of operating payables at beginning of year2016-03-31$502,609
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$11,473,253
Value of net assets at end of year (total assets less liabilities)2016-03-31$199,733,352
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$188,260,099
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Assets. partnership/joint venture interests at end of year2016-03-31$80,904,551
Assets. partnership/joint venture interests at beginning of year2016-03-31$80,133,934
Investment advisory and management fees2016-03-31$365,290
Interest earned on other investments2016-03-31$3,531
Income. Interest from US Government securities2016-03-31$1,180,467
Income. Interest from corporate debt instruments2016-03-31$1,540,372
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-03-31$60,344,080
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-03-31$43,239,399
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-03-31$43,239,399
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-03-31$79,547
Expenses. Payments to insurance carriers foe the provision of benefits2016-03-31$250,477,876
Asset value of US Government securities at end of year2016-03-31$67,054,402
Asset value of US Government securities at beginning of year2016-03-31$68,113,687
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31No
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Contributions received in cash from employer2016-03-31$540,229,548
Employer contributions (assets) at end of year2016-03-31$42,960,908
Employer contributions (assets) at beginning of year2016-03-31$51,385,628
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$309,772,636
Asset. Corporate debt instrument preferred debt at end of year2016-03-31$77,320,886
Asset. Corporate debt instrument preferred debt at beginning of year2016-03-31$77,518,876
Contract administrator fees2016-03-31$18,613,022
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-03-31No
Liabilities. Value of benefit claims payable at end of year2016-03-31$50,128,325
Liabilities. Value of benefit claims payable at beginning of year2016-03-31$48,531,452
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Aggregate proceeds on sale of assets2016-03-31$1,363,230,871
Aggregate carrying amount (costs) on sale of assets2016-03-31$1,364,466,901
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31No
Opinion of an independent qualified public accountant for this plan2016-03-31Unqualified
Accountancy firm name2016-03-31HEMMING MORSE CPAS AND CONSULTANTS
Accountancy firm EIN2016-03-31300702322
2015 : UNITED FOOD & COMMERCIAL WORKERS UNIONS & FOOD EMPLOYERS BENEFIT FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-03-31$4,519,727
Total unrealized appreciation/depreciation of assets2015-03-31$4,519,727
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$143,860,818
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$146,118,821
Total income from all sources (including contributions)2015-03-31$607,080,596
Total loss/gain on sale of assets2015-03-31$-1,114,943
Total of all expenses incurred2015-03-31$584,846,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$551,405,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-31$595,460,938
Value of total assets at end of year2015-03-31$332,120,917
Value of total assets at beginning of year2015-03-31$312,144,351
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$33,440,583
Total interest from all sources2015-03-31$3,082,741
Total dividends received (eg from common stock, registered investment company shares)2015-03-31$1,605
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-03-31$1,605
Administrative expenses professional fees incurred2015-03-31$10,711,122
Was this plan covered by a fidelity bond2015-03-31Yes
Value of fidelity bond cover2015-03-31$500,000
If this is an individual account plan, was there a blackout period2015-03-31No
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Contributions received from participants2015-03-31$55,322,934
Assets. Other investments not covered elsewhere at end of year2015-03-31$10,001,686
Assets. Other investments not covered elsewhere at beginning of year2015-03-31$16,540,905
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-03-31$1,727,707
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-03-31$1,619,503
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-03-31$94,826,757
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-03-31$102,530,511
Other income not declared elsewhere2015-03-31$5,130,528
Administrative expenses (other) incurred2015-03-31$4,015,913
Liabilities. Value of operating payables at end of year2015-03-31$502,609
Liabilities. Value of operating payables at beginning of year2015-03-31$613,723
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Value of net income/loss2015-03-31$22,234,569
Value of net assets at end of year (total assets less liabilities)2015-03-31$188,260,099
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$166,025,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Assets. partnership/joint venture interests at end of year2015-03-31$80,133,934
Investment advisory and management fees2015-03-31$382,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-03-31$114,483,573
Interest earned on other investments2015-03-31$56,428
Income. Interest from US Government securities2015-03-31$1,178,713
Income. Interest from corporate debt instruments2015-03-31$1,823,520
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-03-31$43,239,399
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-03-31$10,347,170
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-03-31$10,347,170
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-03-31$24,080
Expenses. Payments to insurance carriers foe the provision of benefits2015-03-31$251,114,331
Asset value of US Government securities at end of year2015-03-31$68,113,687
Asset value of US Government securities at beginning of year2015-03-31$64,850,414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31Yes
Was there a failure to transmit to the plan any participant contributions2015-03-31No
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Contributions received in cash from employer2015-03-31$540,138,004
Employer contributions (assets) at end of year2015-03-31$51,385,628
Employer contributions (assets) at beginning of year2015-03-31$50,121,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-31$300,291,113
Asset. Corporate debt instrument preferred debt at end of year2015-03-31$77,518,876
Asset. Corporate debt instrument preferred debt at beginning of year2015-03-31$54,180,814
Contract administrator fees2015-03-31$18,331,383
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-03-31No
Liabilities. Value of benefit claims payable at end of year2015-03-31$48,531,452
Liabilities. Value of benefit claims payable at beginning of year2015-03-31$42,974,587
Did the plan have assets held for investment2015-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31No
Aggregate proceeds on sale of assets2015-03-31$951,397,675
Aggregate carrying amount (costs) on sale of assets2015-03-31$952,512,618
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31No
Opinion of an independent qualified public accountant for this plan2015-03-31Unqualified
Accountancy firm name2015-03-31HEMMING MORSE CPAS AND CONSULTANTS
Accountancy firm EIN2015-03-31300702322
2014 : UNITED FOOD & COMMERCIAL WORKERS UNIONS & FOOD EMPLOYERS BENEFIT FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-03-31$-42,704
Total unrealized appreciation/depreciation of assets2014-03-31$-42,704
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$146,118,821
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$124,743,046
Total income from all sources (including contributions)2014-03-31$598,127,695
Total loss/gain on sale of assets2014-03-31$-1,191,355
Total of all expenses incurred2014-03-31$558,091,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$527,517,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$591,374,158
Value of total assets at end of year2014-03-31$312,144,351
Value of total assets at beginning of year2014-03-31$250,732,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$30,574,550
Total interest from all sources2014-03-31$2,275,844
Total dividends received (eg from common stock, registered investment company shares)2014-03-31$36,383
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-03-31$36,383
Administrative expenses professional fees incurred2014-03-31$10,594,711
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$500,000
If this is an individual account plan, was there a blackout period2014-03-31No
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Contributions received from participants2014-03-31$51,093,239
Assets. Other investments not covered elsewhere at end of year2014-03-31$16,540,905
Assets. Other investments not covered elsewhere at beginning of year2014-03-31$19,513,637
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-03-31$1,619,503
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-03-31$3,982,667
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-03-31$102,530,511
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-03-31$86,242,689
Other income not declared elsewhere2014-03-31$4,271,180
Administrative expenses (other) incurred2014-03-31$1,688,026
Liabilities. Value of operating payables at end of year2014-03-31$613,723
Liabilities. Value of operating payables at beginning of year2014-03-31$307,033
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Value of net income/loss2014-03-31$40,035,798
Value of net assets at end of year (total assets less liabilities)2014-03-31$166,025,530
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$125,989,732
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Investment advisory and management fees2014-03-31$295,438
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-03-31$114,483,573
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-03-31$90,437,113
Interest earned on other investments2014-03-31$47,338
Income. Interest from US Government securities2014-03-31$789,452
Income. Interest from corporate debt instruments2014-03-31$1,414,366
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-03-31$10,347,170
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-03-31$8,368,924
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-03-31$8,368,924
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-03-31$24,688
Expenses. Payments to insurance carriers foe the provision of benefits2014-03-31$236,628,974
Asset value of US Government securities at end of year2014-03-31$64,850,414
Asset value of US Government securities at beginning of year2014-03-31$47,494,970
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-03-31$1,404,189
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31Yes
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Contributions received in cash from employer2014-03-31$540,280,919
Employer contributions (assets) at end of year2014-03-31$50,121,972
Employer contributions (assets) at beginning of year2014-03-31$49,963,331
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$290,888,373
Asset. Corporate debt instrument preferred debt at end of year2014-03-31$54,180,814
Asset. Corporate debt instrument preferred debt at beginning of year2014-03-31$30,972,136
Contract administrator fees2014-03-31$17,996,375
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-03-31No
Liabilities. Value of benefit claims payable at end of year2014-03-31$42,974,587
Liabilities. Value of benefit claims payable at beginning of year2014-03-31$38,193,324
Did the plan have assets held for investment2014-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Aggregate proceeds on sale of assets2014-03-31$207,247,829
Aggregate carrying amount (costs) on sale of assets2014-03-31$208,439,184
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31No
Opinion of an independent qualified public accountant for this plan2014-03-31Unqualified
Accountancy firm name2014-03-31HEMMING MORSE CPAS AND CONSULTANTS
Accountancy firm EIN2014-03-31300702322
2013 : UNITED FOOD & COMMERCIAL WORKERS UNIONS & FOOD EMPLOYERS BENEFIT FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-03-31$-3,764,008
Total unrealized appreciation/depreciation of assets2013-03-31$-3,764,008
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$124,743,046
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$171,844,688
Total income from all sources (including contributions)2013-03-31$571,920,941
Total loss/gain on sale of assets2013-03-31$-786,366
Total of all expenses incurred2013-03-31$526,084,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$496,157,005
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$570,471,719
Value of total assets at end of year2013-03-31$250,732,778
Value of total assets at beginning of year2013-03-31$251,998,301
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$29,927,817
Total interest from all sources2013-03-31$1,907,686
Total dividends received (eg from common stock, registered investment company shares)2013-03-31$15,679
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-03-31$15,679
Administrative expenses professional fees incurred2013-03-31$9,533,591
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$500,000
If this is an individual account plan, was there a blackout period2013-03-31No
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Contributions received from participants2013-03-31$55,182,097
Assets. Other investments not covered elsewhere at end of year2013-03-31$19,513,637
Assets. Other investments not covered elsewhere at beginning of year2013-03-31$47,199,449
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-03-31$3,982,667
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-03-31$9,608,023
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-03-31$86,242,689
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-03-31$128,461,351
Other income not declared elsewhere2013-03-31$3,786,832
Administrative expenses (other) incurred2013-03-31$2,295,755
Liabilities. Value of operating payables at end of year2013-03-31$307,033
Liabilities. Value of operating payables at beginning of year2013-03-31$608,924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Value of net income/loss2013-03-31$45,836,119
Value of net assets at end of year (total assets less liabilities)2013-03-31$125,989,732
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$80,153,613
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Investment advisory and management fees2013-03-31$75,351
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-03-31$90,437,113
Income. Interest from US Government securities2013-03-31$955,281
Income. Interest from corporate debt instruments2013-03-31$851,934
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-03-31$8,368,924
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-03-31$46,272,492
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-03-31$46,272,492
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-03-31$100,471
Expenses. Payments to insurance carriers foe the provision of benefits2013-03-31$233,282,931
Asset value of US Government securities at end of year2013-03-31$47,494,970
Asset value of US Government securities at beginning of year2013-03-31$78,594,240
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-03-31$289,399
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31Yes
Was there a failure to transmit to the plan any participant contributions2013-03-31No
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Contributions received in cash from employer2013-03-31$515,289,622
Employer contributions (assets) at end of year2013-03-31$49,963,331
Employer contributions (assets) at beginning of year2013-03-31$43,368,843
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-31$262,874,074
Asset. Corporate debt instrument preferred debt at end of year2013-03-31$30,972,136
Asset. Corporate debt instrument preferred debt at beginning of year2013-03-31$26,955,254
Contract administrator fees2013-03-31$18,023,120
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-03-31No
Liabilities. Value of benefit claims payable at end of year2013-03-31$38,193,324
Liabilities. Value of benefit claims payable at beginning of year2013-03-31$42,774,413
Did the plan have assets held for investment2013-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
Aggregate proceeds on sale of assets2013-03-31$563,074,088
Aggregate carrying amount (costs) on sale of assets2013-03-31$563,860,454
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31No
Opinion of an independent qualified public accountant for this plan2013-03-31Unqualified
Accountancy firm name2013-03-31HEMMING MORSE CPAS AND CONSULTANTS
Accountancy firm EIN2013-03-31300702322
2012 : UNITED FOOD & COMMERCIAL WORKERS UNIONS & FOOD EMPLOYERS BENEFIT FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-03-31$-294,653
Total unrealized appreciation/depreciation of assets2012-03-31$-294,653
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$171,844,688
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$221,910,180
Total income from all sources (including contributions)2012-03-31$512,514,551
Total loss/gain on sale of assets2012-03-31$-1,183,272
Total of all expenses incurred2012-03-31$547,732,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-03-31$525,078,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-03-31$503,697,294
Value of total assets at end of year2012-03-31$251,998,301
Value of total assets at beginning of year2012-03-31$337,282,112
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-03-31$22,654,863
Total interest from all sources2012-03-31$2,204,699
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-03-31No
Administrative expenses professional fees incurred2012-03-31$2,771,376
Was this plan covered by a fidelity bond2012-03-31Yes
Value of fidelity bond cover2012-03-31$500,000
If this is an individual account plan, was there a blackout period2012-03-31No
Were there any nonexempt tranactions with any party-in-interest2012-03-31No
Contributions received from participants2012-03-31$32,812,157
Assets. Other investments not covered elsewhere at end of year2012-03-31$47,199,449
Assets. Other investments not covered elsewhere at beginning of year2012-03-31$87,545,701
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-03-31$5,856,438
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-03-31$9,608,023
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-03-31$2,393,977
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-03-31$128,461,351
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-03-31$178,530,288
Other income not declared elsewhere2012-03-31$8,090,483
Administrative expenses (other) incurred2012-03-31$1,922,751
Liabilities. Value of operating payables at end of year2012-03-31$608,924
Liabilities. Value of operating payables at beginning of year2012-03-31$376,696
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Value of net income/loss2012-03-31$-35,218,319
Value of net assets at end of year (total assets less liabilities)2012-03-31$80,153,613
Value of net assets at beginning of year (total assets less liabilities)2012-03-31$115,371,932
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-03-31No
Were any leases to which the plan was party in default or uncollectible2012-03-31No
Investment advisory and management fees2012-03-31$60,611
Income. Interest from US Government securities2012-03-31$1,784,336
Income. Interest from corporate debt instruments2012-03-31$187,832
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-03-31$46,272,492
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-03-31$69,167,819
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-03-31$69,167,819
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-03-31$232,531
Expenses. Payments to insurance carriers foe the provision of benefits2012-03-31$233,351,938
Asset value of US Government securities at end of year2012-03-31$78,594,240
Asset value of US Government securities at beginning of year2012-03-31$106,751,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-03-31Yes
Was there a failure to transmit to the plan any participant contributions2012-03-31No
Has the plan failed to provide any benefit when due under the plan2012-03-31No
Contributions received in cash from employer2012-03-31$470,885,137
Employer contributions (assets) at end of year2012-03-31$43,368,843
Employer contributions (assets) at beginning of year2012-03-31$36,063,689
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-03-31$285,869,631
Asset. Corporate debt instrument preferred debt at end of year2012-03-31$26,955,254
Asset. Corporate debt instrument preferred debt at beginning of year2012-03-31$35,359,005
Contract administrator fees2012-03-31$17,900,125
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-03-31No
Liabilities. Value of benefit claims payable at end of year2012-03-31$42,774,413
Liabilities. Value of benefit claims payable at beginning of year2012-03-31$43,003,196
Did the plan have assets held for investment2012-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-03-31No
Aggregate proceeds on sale of assets2012-03-31$1,024,085,722
Aggregate carrying amount (costs) on sale of assets2012-03-31$1,025,268,994
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-03-31No
Opinion of an independent qualified public accountant for this plan2012-03-31Unqualified
Accountancy firm name2012-03-31HEMMING MORSE CPAS AND CONSULTANTS
Accountancy firm EIN2012-03-31300702322
2011 : UNITED FOOD & COMMERCIAL WORKERS UNIONS & FOOD EMPLOYERS BENEFIT FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-03-31$-287,926
Total unrealized appreciation/depreciation of assets2011-03-31$-287,926
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$221,910,180
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$147,937,233
Total income from all sources (including contributions)2011-03-31$459,947,221
Total loss/gain on sale of assets2011-03-31$-151,126
Total of all expenses incurred2011-03-31$534,752,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$513,461,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-31$454,227,798
Value of total assets at end of year2011-03-31$337,282,112
Value of total assets at beginning of year2011-03-31$338,114,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-31$21,290,874
Total interest from all sources2011-03-31$1,347,950
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-31No
Administrative expenses professional fees incurred2011-03-31$2,339,282
Was this plan covered by a fidelity bond2011-03-31Yes
Value of fidelity bond cover2011-03-31$500,000
If this is an individual account plan, was there a blackout period2011-03-31No
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Contributions received from participants2011-03-31$31,737,215
Assets. Other investments not covered elsewhere at end of year2011-03-31$87,545,701
Assets. Other investments not covered elsewhere at beginning of year2011-03-31$24,404,729
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-03-31$5,852,836
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-03-31$2,393,977
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-03-31$3,456,137
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-03-31$178,530,288
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-03-31$110,310,752
Other income not declared elsewhere2011-03-31$4,810,525
Administrative expenses (other) incurred2011-03-31$1,808,243
Liabilities. Value of operating payables at end of year2011-03-31$376,696
Liabilities. Value of operating payables at beginning of year2011-03-31$829,824
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Value of net income/loss2011-03-31$-74,805,052
Value of net assets at end of year (total assets less liabilities)2011-03-31$115,371,932
Value of net assets at beginning of year (total assets less liabilities)2011-03-31$190,176,984
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31No
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Investment advisory and management fees2011-03-31$84,193
Income. Interest from US Government securities2011-03-31$731,837
Income. Interest from corporate debt instruments2011-03-31$326,141
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-03-31$69,167,819
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-03-31$101,345,515
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-03-31$101,345,515
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-03-31$289,972
Expenses. Payments to insurance carriers foe the provision of benefits2011-03-31$222,734,616
Asset value of US Government securities at end of year2011-03-31$106,751,921
Asset value of US Government securities at beginning of year2011-03-31$109,523,918
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-31Yes
Was there a failure to transmit to the plan any participant contributions2011-03-31No
Has the plan failed to provide any benefit when due under the plan2011-03-31No
Contributions received in cash from employer2011-03-31$422,490,583
Employer contributions (assets) at end of year2011-03-31$36,063,689
Employer contributions (assets) at beginning of year2011-03-31$33,687,432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-31$284,873,947
Asset. Corporate debt instrument preferred debt at end of year2011-03-31$35,359,005
Asset. Corporate debt instrument preferred debt at beginning of year2011-03-31$65,696,486
Contract administrator fees2011-03-31$17,059,156
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-03-31No
Liabilities. Value of benefit claims payable at end of year2011-03-31$43,003,196
Liabilities. Value of benefit claims payable at beginning of year2011-03-31$36,796,657
Did the plan have assets held for investment2011-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-31No
Aggregate proceeds on sale of assets2011-03-31$2,008,690,856
Aggregate carrying amount (costs) on sale of assets2011-03-31$2,008,841,982
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-31No
Opinion of an independent qualified public accountant for this plan2011-03-31Unqualified
Accountancy firm name2011-03-31HEMMING MORSE CPAS AND CONSULTANTS
Accountancy firm EIN2011-03-31942723629

Form 5500 Responses for UNITED FOOD & COMMERCIAL WORKERS UNIONS & FOOD EMPLOYERS BENEFIT FUND

2022: UNITED FOOD & COMMERCIAL WORKERS UNIONS & FOOD EMPLOYERS BENEFIT FUND 2022 form 5500 responses
2022-04-01Type of plan entityMulti-employer plan
2022-04-01Plan is a collectively bargained planYes
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement – InsuranceYes
2022-04-01Plan benefit arrangement - TrustYes
2021: UNITED FOOD & COMMERCIAL WORKERS UNIONS & FOOD EMPLOYERS BENEFIT FUND 2021 form 5500 responses
2021-04-01Type of plan entityMulti-employer plan
2021-04-01Plan is a collectively bargained planYes
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement – InsuranceYes
2021-04-01Plan benefit arrangement - TrustYes
2020: UNITED FOOD & COMMERCIAL WORKERS UNIONS & FOOD EMPLOYERS BENEFIT FUND 2020 form 5500 responses
2020-04-01Type of plan entityMulti-employer plan
2020-04-01Plan is a collectively bargained planYes
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement – InsuranceYes
2020-04-01Plan benefit arrangement - TrustYes
2019: UNITED FOOD & COMMERCIAL WORKERS UNIONS & FOOD EMPLOYERS BENEFIT FUND 2019 form 5500 responses
2019-04-01Type of plan entityMulti-employer plan
2019-04-01Plan is a collectively bargained planYes
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement – InsuranceYes
2019-04-01Plan benefit arrangement - TrustYes
2018: UNITED FOOD & COMMERCIAL WORKERS UNIONS & FOOD EMPLOYERS BENEFIT FUND 2018 form 5500 responses
2018-04-01Type of plan entityMulti-employer plan
2018-04-01Plan is a collectively bargained planYes
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement – InsuranceYes
2018-04-01Plan benefit arrangement - TrustYes
2017: UNITED FOOD & COMMERCIAL WORKERS UNIONS & FOOD EMPLOYERS BENEFIT FUND 2017 form 5500 responses
2017-04-01Type of plan entityMulti-employer plan
2017-04-01Plan is a collectively bargained planYes
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement – InsuranceYes
2017-04-01Plan benefit arrangement - TrustYes
2016: UNITED FOOD & COMMERCIAL WORKERS UNIONS & FOOD EMPLOYERS BENEFIT FUND 2016 form 5500 responses
2016-04-01Type of plan entityMulti-employer plan
2016-04-01Plan is a collectively bargained planYes
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement – InsuranceYes
2016-04-01Plan benefit arrangement - TrustYes
2015: UNITED FOOD & COMMERCIAL WORKERS UNIONS & FOOD EMPLOYERS BENEFIT FUND 2015 form 5500 responses
2015-04-01Type of plan entityMulti-employer plan
2015-04-01Plan is a collectively bargained planYes
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement – InsuranceYes
2015-04-01Plan benefit arrangement - TrustYes
2014: UNITED FOOD & COMMERCIAL WORKERS UNIONS & FOOD EMPLOYERS BENEFIT FUND 2014 form 5500 responses
2014-04-01Type of plan entityMulti-employer plan
2014-04-01Plan is a collectively bargained planYes
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement – InsuranceYes
2014-04-01Plan benefit arrangement - TrustYes
2013: UNITED FOOD & COMMERCIAL WORKERS UNIONS & FOOD EMPLOYERS BENEFIT FUND 2013 form 5500 responses
2013-04-01Type of plan entityMulti-employer plan
2013-04-01Plan is a collectively bargained planYes
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement – InsuranceYes
2013-04-01Plan benefit arrangement - TrustYes
2012: UNITED FOOD & COMMERCIAL WORKERS UNIONS & FOOD EMPLOYERS BENEFIT FUND 2012 form 5500 responses
2012-04-01Type of plan entityMulti-employer plan
2012-04-01Plan is a collectively bargained planYes
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement – InsuranceYes
2012-04-01Plan benefit arrangement - TrustYes
2011: UNITED FOOD & COMMERCIAL WORKERS UNIONS & FOOD EMPLOYERS BENEFIT FUND 2011 form 5500 responses
2011-04-01Type of plan entityMulti-employer plan
2011-04-01Plan is a collectively bargained planYes
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement – InsuranceYes
2011-04-01Plan benefit arrangement - TrustYes
2009: UNITED FOOD & COMMERCIAL WORKERS UNIONS & FOOD EMPLOYERS BENEFIT FUND 2009 form 5500 responses
2009-04-01Type of plan entityMulti-employer plan
2009-04-01This submission is the final filingNo
2009-04-01Plan is a collectively bargained planYes
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement – InsuranceYes
2009-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number101500
Policy instance 2
Insurance contract or identification number101500
Number of Individuals Covered16317
Insurance policy start date2021-06-01
Insurance policy end date2022-05-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $125,766,486
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number282241
Policy instance 1
Insurance contract or identification number282241
Number of Individuals Covered12167
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $75,118,375
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 number101500
Policy instance 2
Insurance contract or identification number101500
Number of Individuals Covered34446
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $153,370,021
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number282241
Policy instance 1
Insurance contract or identification number282241
Number of Individuals Covered13288
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $90,423,136
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberG0200
Policy instance 1
Insurance contract or identification numberG0200
Number of Individuals Covered15307
Insurance policy start date2020-03-01
Insurance policy end date2021-02-28
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $65,681,788
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 number101500
Policy instance 2
Insurance contract or identification number101500
Number of Individuals Covered35584
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $148,333,941
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number101295
Policy instance 3
Insurance contract or identification number101295
Number of Individuals Covered5864
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,120,282
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberG0200
Policy instance 1
Insurance contract or identification numberG0200
Number of Individuals Covered16130
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $77,674,858
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 number101500
Policy instance 2
Insurance contract or identification number101500
Number of Individuals Covered34341
Insurance policy start date2018-06-01
Insurance policy end date2019-05-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $140,971,826
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number101290
Policy instance 3
Insurance contract or identification number101290
Number of Individuals Covered5945
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,364,462
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 number101500
Policy instance 1
Insurance contract or identification number101500
Number of Individuals Covered35701
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $140,921,103
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number148028
Policy instance 2
Insurance contract or identification number148028
Number of Individuals Covered5932
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $96,855,829
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberG0200
Policy instance 3
Insurance contract or identification numberG0200
Number of Individuals Covered9846
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $7,013,045
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number101296
Policy instance 2
Insurance contract or identification number101296
Number of Individuals Covered13211
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $101,765,715
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 number101500
Policy instance 1
Insurance contract or identification number101500
Number of Individuals Covered37041
Insurance policy start date2016-06-01
Insurance policy end date2017-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $143,525,862
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number0866143HNO
Policy instance 3
Insurance contract or identification number0866143HNO
Number of Individuals Covered21
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $224,299
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number244106
Policy instance 2
Insurance contract or identification number244106
Number of Individuals Covered13766
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $108,294,083
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 number101500
Policy instance 1
Insurance contract or identification number101500
Number of Individuals Covered39668
Insurance policy start date2014-06-01
Insurance policy end date2015-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $143,427,820
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberUS413685
Policy instance 3
Insurance contract or identification numberUS413685
Number of Individuals Covered74
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $43,757
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 number101500
Policy instance 1
Insurance contract or identification number101500
Number of Individuals Covered40236
Insurance policy start date2013-06-01
Insurance policy end date2014-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $130,435,271
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number000737
Policy instance 2
Insurance contract or identification number000737
Number of Individuals Covered2393
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $107,216,676
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 number101500
Policy instance 1
Insurance contract or identification number101500
Number of Individuals Covered40438
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $128,179,550
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number101291
Policy instance 2
Insurance contract or identification number101291
Number of Individuals Covered14677
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $106,616,877
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number101291
Policy instance 2
Insurance contract or identification number101291
Number of Individuals Covered14981
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $105,183,576
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 number101500
Policy instance 1
Insurance contract or identification number101500
Number of Individuals Covered42516
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
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 $125,779,307
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 number101500
Policy instance 1
Insurance contract or identification number101500
Number of Individuals Covered42516
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
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 $125,779,307
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number101291
Policy instance 2
Insurance contract or identification number101291
Number of Individuals Covered16607
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $112,299,812
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 number101500
Policy instance 1
Insurance contract or identification number101500
Number of Individuals Covered40317
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
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 $114,005,668
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number000737
Policy instance 2
Insurance contract or identification number000737
Number of Individuals Covered17018
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $106,613,066
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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