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SOUTHERN CALIFORNIA GLAZIERS, ARCHITECTURAL METAL AND GLASS WORKERS HEALTH AND WELFARE FUND 401k Plan overview

Plan NameSOUTHERN CALIFORNIA GLAZIERS, ARCHITECTURAL METAL AND GLASS WORKERS HEALTH AND WELFARE FUND
Plan identification number 501

SOUTHERN CALIFORNIA GLAZIERS, ARCHITECTURAL METAL AND GLASS WORKERS HEALTH AND WELFARE FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Other welfare benefit cover

401k Sponsoring company profile

BOARD OF TRUSTEES, SOUTHERN CALIFORNIA GLAZIERS, has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES, SOUTHERN CALIFORNIA GLAZIERS,
Employer identification number (EIN):953040229
NAIC Classification:238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN CALIFORNIA GLAZIERS, ARCHITECTURAL METAL AND GLASS WORKERS HEALTH AND WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01PAUL SHERRIN MARK BARTLETT2018-10-08
5012016-01-01MARK BARTLETT PAUL SHERRIN2017-10-16
5012015-01-01MARK BARTLETT PAUL SHERRIN2016-10-06
5012014-01-01MARK BARTLETT PAUL SHERRIN2015-10-14
5012013-01-01MARK BARTLETT DON ROUNTREE2014-10-14
5012012-01-01MARK BARTLETT JOHN HEINAMAN2013-10-10
5012011-01-01MARK BARTLETT JOHN HEINAMAN2012-09-18
5012009-01-01GRANT MITCHELL2010-10-12
5012009-01-01GRANT MITCHELL JOHN HEINAMAN2010-10-15

Plan Statistics for SOUTHERN CALIFORNIA GLAZIERS, ARCHITECTURAL METAL AND GLASS WORKERS HEALTH AND WELFARE FUND

401k plan membership statisitcs for SOUTHERN CALIFORNIA GLAZIERS, ARCHITECTURAL METAL AND GLASS WORKERS HEALTH AND WELFARE FUND

Measure Date Value
2022: SOUTHERN CALIFORNIA GLAZIERS, ARCHITECTURAL METAL AND GLASS WORKERS HEALTH AND WELFARE FUND 2022 401k membership
Total participants, beginning-of-year2022-01-01908
Total number of active participants reported on line 7a of the Form 55002022-01-01900
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01902
Total participants2022-01-01902
Number of employers contributing to the scheme2022-01-0177
2021: SOUTHERN CALIFORNIA GLAZIERS, ARCHITECTURAL METAL AND GLASS WORKERS HEALTH AND WELFARE FUND 2021 401k membership
Total participants, beginning-of-year2021-01-011,033
Total number of active participants reported on line 7a of the Form 55002021-01-01907
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01908
Total participants2021-01-01908
Number of employers contributing to the scheme2021-01-0194
2020: SOUTHERN CALIFORNIA GLAZIERS, ARCHITECTURAL METAL AND GLASS WORKERS HEALTH AND WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-01-011,139
Total number of active participants reported on line 7a of the Form 55002020-01-011,032
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-011,033
Total participants2020-01-011,033
Number of employers contributing to the scheme2020-01-0179
2019: SOUTHERN CALIFORNIA GLAZIERS, ARCHITECTURAL METAL AND GLASS WORKERS HEALTH AND WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-01-01924
Total number of active participants reported on line 7a of the Form 55002019-01-011,136
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-011,139
Total participants2019-01-011,139
Number of employers contributing to the scheme2019-01-0186
2018: SOUTHERN CALIFORNIA GLAZIERS, ARCHITECTURAL METAL AND GLASS WORKERS HEALTH AND WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-01-01783
Total number of active participants reported on line 7a of the Form 55002018-01-01921
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01924
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01924
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
Number of employers contributing to the scheme2018-01-0178
2017: SOUTHERN CALIFORNIA GLAZIERS, ARCHITECTURAL METAL AND GLASS WORKERS HEALTH AND WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-01-01831
Total number of active participants reported on line 7a of the Form 55002017-01-01779
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01783
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01783
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-0176
2016: SOUTHERN CALIFORNIA GLAZIERS, ARCHITECTURAL METAL AND GLASS WORKERS HEALTH AND WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-01-01700
Total number of active participants reported on line 7a of the Form 55002016-01-01826
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01831
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01831
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Number of employers contributing to the scheme2016-01-0165
2015: SOUTHERN CALIFORNIA GLAZIERS, ARCHITECTURAL METAL AND GLASS WORKERS HEALTH AND WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-01-01717
Total number of active participants reported on line 7a of the Form 55002015-01-01696
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01700
Total participants2015-01-01700
Number of employers contributing to the scheme2015-01-01104
2014: SOUTHERN CALIFORNIA GLAZIERS, ARCHITECTURAL METAL AND GLASS WORKERS HEALTH AND WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-01-01675
Total number of active participants reported on line 7a of the Form 55002014-01-01712
Number of retired or separated participants receiving benefits2014-01-015
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01717
Total participants2014-01-01717
Number of employers contributing to the scheme2014-01-0169
2013: SOUTHERN CALIFORNIA GLAZIERS, ARCHITECTURAL METAL AND GLASS WORKERS HEALTH AND WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-01-01565
Total number of active participants reported on line 7a of the Form 55002013-01-01669
Number of retired or separated participants receiving benefits2013-01-016
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01675
Total participants2013-01-01675
Number of employers contributing to the scheme2013-01-0160
2012: SOUTHERN CALIFORNIA GLAZIERS, ARCHITECTURAL METAL AND GLASS WORKERS HEALTH AND WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-01-01460
Total number of active participants reported on line 7a of the Form 55002012-01-01557
Number of retired or separated participants receiving benefits2012-01-018
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01565
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
Number of employers contributing to the scheme2012-01-0167
2011: SOUTHERN CALIFORNIA GLAZIERS, ARCHITECTURAL METAL AND GLASS WORKERS HEALTH AND WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-01-01439
Total number of active participants reported on line 7a of the Form 55002011-01-01446
Number of retired or separated participants receiving benefits2011-01-0114
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01460
Total participants2011-01-01460
Number of employers contributing to the scheme2011-01-0167
2009: SOUTHERN CALIFORNIA GLAZIERS, ARCHITECTURAL METAL AND GLASS WORKERS HEALTH AND WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-01-01689
Total number of active participants reported on line 7a of the Form 55002009-01-01613
Number of retired or separated participants receiving benefits2009-01-0116
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01629
Total participants2009-01-01629
Number of employers contributing to the scheme2009-01-0163

Financial Data on SOUTHERN CALIFORNIA GLAZIERS, ARCHITECTURAL METAL AND GLASS WORKERS HEALTH AND WELFARE FUND

Measure Date Value
2022 : SOUTHERN CALIFORNIA GLAZIERS, ARCHITECTURAL METAL AND GLASS WORKERS HEALTH AND WELFARE FUND 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$8,810,733
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$8,279,689
Total income from all sources (including contributions)2022-12-31$15,334,695
Total of all expenses incurred2022-12-31$19,495,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$19,151,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$17,631,975
Value of total assets at end of year2022-12-31$25,484,105
Value of total assets at beginning of year2022-12-31$29,114,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$344,519
Total interest from all sources2022-12-31$170
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$474,394
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$474,394
Administrative expenses professional fees incurred2022-12-31$132,206
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$118,564
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$7,560
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$79,598
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$5,470,613
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$5,749,233
Other income not declared elsewhere2022-12-31$-2,771,844
Administrative expenses (other) incurred2022-12-31$73,343
Liabilities. Value of operating payables at end of year2022-12-31$3,340,120
Liabilities. Value of operating payables at beginning of year2022-12-31$2,530,456
Total non interest bearing cash at end of year2022-12-31$2,309,660
Total non interest bearing cash at beginning of year2022-12-31$1,864,789
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,161,094
Value of net assets at end of year (total assets less liabilities)2022-12-31$16,673,372
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$20,834,466
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$33,240
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$18,922,299
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$22,804,190
Value of interest in common/collective trusts at end of year2022-12-31$2,555,514
Value of interest in common/collective trusts at beginning of year2022-12-31$2,976,584
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$11,597
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$11,465
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$11,465
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$170
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$13,957,505
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$17,513,411
Employer contributions (assets) at end of year2022-12-31$1,677,475
Employer contributions (assets) at beginning of year2022-12-31$1,377,529
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,193,765
Contract administrator fees2022-12-31$105,730
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2022-12-31952036255
2021 : SOUTHERN CALIFORNIA GLAZIERS, ARCHITECTURAL METAL AND GLASS WORKERS HEALTH AND WELFARE FUND 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$8,279,689
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$9,363,756
Total income from all sources (including contributions)2021-12-31$19,996,395
Total of all expenses incurred2021-12-31$19,967,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$19,613,721
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$18,618,797
Value of total assets at end of year2021-12-31$29,114,155
Value of total assets at beginning of year2021-12-31$30,169,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$353,665
Total interest from all sources2021-12-31$50
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$462,429
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$462,429
Administrative expenses professional fees incurred2021-12-31$112,028
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$97,121
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$70,274
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$79,598
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$7,758
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$5,749,233
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$6,653,599
Other income not declared elsewhere2021-12-31$915,119
Administrative expenses (other) incurred2021-12-31$91,402
Liabilities. Value of operating payables at end of year2021-12-31$2,530,456
Liabilities. Value of operating payables at beginning of year2021-12-31$2,710,157
Total non interest bearing cash at end of year2021-12-31$1,864,789
Total non interest bearing cash at beginning of year2021-12-31$2,778,536
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$29,009
Value of net assets at end of year (total assets less liabilities)2021-12-31$20,834,466
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$20,805,457
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$30,852
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$22,804,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$25,717,718
Value of interest in common/collective trusts at end of year2021-12-31$2,976,584
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$11,465
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$260
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$260
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$50
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$15,096,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$18,451,402
Employer contributions (assets) at end of year2021-12-31$1,377,529
Employer contributions (assets) at beginning of year2021-12-31$1,664,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,517,666
Contract administrator fees2021-12-31$119,383
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2021-12-31952036255
2020 : SOUTHERN CALIFORNIA GLAZIERS, ARCHITECTURAL METAL AND GLASS WORKERS HEALTH AND WELFARE FUND 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$9,363,756
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$9,929,310
Total income from all sources (including contributions)2020-12-31$22,181,814
Total of all expenses incurred2020-12-31$20,603,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$20,273,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$19,876,132
Value of total assets at end of year2020-12-31$30,169,213
Value of total assets at beginning of year2020-12-31$29,156,951
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$330,019
Total interest from all sources2020-12-31$62
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,250,527
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,250,527
Administrative expenses professional fees incurred2020-12-31$120,842
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$75,665
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$7,758
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$8,674
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$6,653,599
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$6,892,623
Other income not declared elsewhere2020-12-31$1,055,093
Administrative expenses (other) incurred2020-12-31$64,041
Liabilities. Value of operating payables at end of year2020-12-31$2,710,157
Liabilities. Value of operating payables at beginning of year2020-12-31$3,036,687
Total non interest bearing cash at end of year2020-12-31$2,778,536
Total non interest bearing cash at beginning of year2020-12-31$4,991,170
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,577,816
Value of net assets at end of year (total assets less liabilities)2020-12-31$20,805,457
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$19,227,641
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$25,425
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$25,717,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$22,454,812
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$260
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$198
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$198
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$62
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$16,342,462
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$19,800,467
Employer contributions (assets) at end of year2020-12-31$1,664,941
Employer contributions (assets) at beginning of year2020-12-31$1,702,097
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,931,517
Contract administrator fees2020-12-31$119,711
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2020-12-31952036255
2019 : SOUTHERN CALIFORNIA GLAZIERS, ARCHITECTURAL METAL AND GLASS WORKERS HEALTH AND WELFARE FUND 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$9,929,310
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$7,682,538
Total income from all sources (including contributions)2019-12-31$22,336,658
Total of all expenses incurred2019-12-31$19,247,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$18,919,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$20,001,996
Value of total assets at end of year2019-12-31$29,156,951
Value of total assets at beginning of year2019-12-31$23,821,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$327,667
Total interest from all sources2019-12-31$123
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,035,575
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,035,575
Administrative expenses professional fees incurred2019-12-31$127,246
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$97,635
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$8,674
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$11,919
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$6,892,623
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$5,539,754
Administrative expenses (other) incurred2019-12-31$73,644
Liabilities. Value of operating payables at end of year2019-12-31$3,036,687
Liabilities. Value of operating payables at beginning of year2019-12-31$2,142,784
Total non interest bearing cash at end of year2019-12-31$4,991,170
Total non interest bearing cash at beginning of year2019-12-31$4,219,352
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,089,019
Value of net assets at end of year (total assets less liabilities)2019-12-31$19,227,641
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,138,622
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$24,875
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$22,454,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$18,217,949
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$198
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$71
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$71
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$123
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$16,092,820
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,298,964
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$19,904,361
Employer contributions (assets) at end of year2019-12-31$1,702,097
Employer contributions (assets) at beginning of year2019-12-31$1,371,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,827,152
Contract administrator fees2019-12-31$101,902
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2019-12-31952036255
2018 : SOUTHERN CALIFORNIA GLAZIERS, ARCHITECTURAL METAL AND GLASS WORKERS HEALTH AND WELFARE FUND 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$7,682,538
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$6,303,548
Total income from all sources (including contributions)2018-12-31$15,543,463
Total of all expenses incurred2018-12-31$15,203,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$14,900,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$15,888,715
Value of total assets at end of year2018-12-31$23,821,160
Value of total assets at beginning of year2018-12-31$22,102,105
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$303,213
Total interest from all sources2018-12-31$10
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$951,666
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$951,666
Administrative expenses professional fees incurred2018-12-31$136,171
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$91,495
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$11,919
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$6,796
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$5,539,754
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$4,727,649
Administrative expenses (other) incurred2018-12-31$57,071
Liabilities. Value of operating payables at end of year2018-12-31$2,142,784
Liabilities. Value of operating payables at beginning of year2018-12-31$1,575,899
Total non interest bearing cash at end of year2018-12-31$4,219,352
Total non interest bearing cash at beginning of year2018-12-31$2,809,715
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$340,065
Value of net assets at end of year (total assets less liabilities)2018-12-31$16,138,622
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,798,557
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$24,113
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$18,217,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$18,348,211
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$71
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$61
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$61
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$10
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$12,552,241
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,296,928
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$15,797,220
Employer contributions (assets) at end of year2018-12-31$1,371,869
Employer contributions (assets) at beginning of year2018-12-31$937,322
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,347,944
Contract administrator fees2018-12-31$85,858
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2018-12-31952036255
2017 : SOUTHERN CALIFORNIA GLAZIERS, ARCHITECTURAL METAL AND GLASS WORKERS HEALTH AND WELFARE FUND 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$6,303,548
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$6,695,538
Total income from all sources (including contributions)2017-12-31$14,310,176
Total of all expenses incurred2017-12-31$12,472,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$12,186,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$12,612,905
Value of total assets at end of year2017-12-31$22,102,105
Value of total assets at beginning of year2017-12-31$20,656,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$286,482
Total interest from all sources2017-12-31$36
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$497,382
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$497,382
Administrative expenses professional fees incurred2017-12-31$113,662
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$73,324
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$6,796
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$7,771
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$4,727,649
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$5,011,830
Administrative expenses (other) incurred2017-12-31$76,196
Liabilities. Value of operating payables at end of year2017-12-31$1,575,899
Liabilities. Value of operating payables at beginning of year2017-12-31$1,683,708
Total non interest bearing cash at end of year2017-12-31$2,809,715
Total non interest bearing cash at beginning of year2017-12-31$3,408,783
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,837,442
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,798,557
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,961,115
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$23,655
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$18,348,211
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$16,115,976
Income. Interest from US Government securities2017-12-31$36
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$61
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$25
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$25
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$12,117,189
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,199,853
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$12,539,581
Employer contributions (assets) at end of year2017-12-31$937,322
Employer contributions (assets) at beginning of year2017-12-31$1,124,098
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$69,063
Contract administrator fees2017-12-31$72,969
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2017-12-31952036255
2016 : SOUTHERN CALIFORNIA GLAZIERS, ARCHITECTURAL METAL AND GLASS WORKERS HEALTH AND WELFARE FUND 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$6,695,538
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,819,924
Total income from all sources (including contributions)2016-12-31$13,068,055
Total of all expenses incurred2016-12-31$12,366,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$12,036,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$12,257,997
Value of total assets at end of year2016-12-31$20,656,653
Value of total assets at beginning of year2016-12-31$18,079,105
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$329,341
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$305,049
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$305,049
Administrative expenses professional fees incurred2016-12-31$152,515
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$87,060
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$7,771
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$5,965
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$5,011,830
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$3,645,583
Administrative expenses (other) incurred2016-12-31$84,982
Liabilities. Value of operating payables at end of year2016-12-31$1,683,708
Liabilities. Value of operating payables at beginning of year2016-12-31$1,174,341
Total non interest bearing cash at end of year2016-12-31$3,408,783
Total non interest bearing cash at beginning of year2016-12-31$1,993,383
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$701,934
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,961,115
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,259,181
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$25,162
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$16,115,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$15,305,918
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$25
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$25
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$25
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$11,974,449
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$505,009
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$12,170,937
Employer contributions (assets) at end of year2016-12-31$1,124,098
Employer contributions (assets) at beginning of year2016-12-31$773,814
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$62,331
Contract administrator fees2016-12-31$66,682
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2016-12-31952036255
2015 : SOUTHERN CALIFORNIA GLAZIERS, ARCHITECTURAL METAL AND GLASS WORKERS HEALTH AND WELFARE FUND 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,819,924
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,278,964
Total income from all sources (including contributions)2015-12-31$9,342,602
Total of all expenses incurred2015-12-31$9,626,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$9,329,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$9,405,151
Value of total assets at end of year2015-12-31$18,079,105
Value of total assets at beginning of year2015-12-31$17,821,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$297,072
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$708,273
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$708,273
Administrative expenses professional fees incurred2015-12-31$132,742
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$137,768
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$5,965
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$5,965
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$3,645,583
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$3,140,594
Administrative expenses (other) incurred2015-12-31$82,367
Liabilities. Value of operating payables at end of year2015-12-31$1,174,341
Liabilities. Value of operating payables at beginning of year2015-12-31$1,138,370
Total non interest bearing cash at end of year2015-12-31$1,993,383
Total non interest bearing cash at beginning of year2015-12-31$1,790,124
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-283,616
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,259,181
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,542,797
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$22,299
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$15,305,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$15,368,473
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$25
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$19
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$19
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$9,259,162
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-770,822
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$9,267,383
Employer contributions (assets) at end of year2015-12-31$773,814
Employer contributions (assets) at beginning of year2015-12-31$657,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$69,984
Contract administrator fees2015-12-31$59,664
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2015-12-31952036255
2014 : SOUTHERN CALIFORNIA GLAZIERS, ARCHITECTURAL METAL AND GLASS WORKERS HEALTH AND WELFARE FUND 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,278,964
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,321,117
Total income from all sources (including contributions)2014-12-31$9,636,389
Total of all expenses incurred2014-12-31$9,128,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,853,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$9,037,596
Value of total assets at end of year2014-12-31$17,821,761
Value of total assets at beginning of year2014-12-31$18,356,094
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$274,834
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$854,095
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$854,095
Administrative expenses professional fees incurred2014-12-31$99,766
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$133,983
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$5,965
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$6,615
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$3,140,594
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$3,916,978
Administrative expenses (other) incurred2014-12-31$89,832
Liabilities. Value of operating payables at end of year2014-12-31$1,138,370
Liabilities. Value of operating payables at beginning of year2014-12-31$1,404,139
Total non interest bearing cash at end of year2014-12-31$1,790,124
Total non interest bearing cash at beginning of year2014-12-31$1,776,954
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$507,820
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,542,797
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$13,034,977
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$19,465
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$15,368,473
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$15,624,690
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$19
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$14
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$14
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$8,766,837
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-255,302
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$8,903,613
Employer contributions (assets) at end of year2014-12-31$657,180
Employer contributions (assets) at beginning of year2014-12-31$947,821
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$86,898
Contract administrator fees2014-12-31$65,771
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2014-12-31952036255
2013 : SOUTHERN CALIFORNIA GLAZIERS, ARCHITECTURAL METAL AND GLASS WORKERS HEALTH AND WELFARE FUND 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,321,117
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,288,648
Total income from all sources (including contributions)2013-12-31$9,378,973
Total of all expenses incurred2013-12-31$9,945,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$9,674,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$8,916,667
Value of total assets at end of year2013-12-31$18,356,094
Value of total assets at beginning of year2013-12-31$17,890,146
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$270,948
Total interest from all sources2013-12-31$3
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$376,538
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$376,538
Administrative expenses professional fees incurred2013-12-31$104,135
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$136,191
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$6,615
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$6,615
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$3,916,978
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$3,428,907
Administrative expenses (other) incurred2013-12-31$82,668
Liabilities. Value of operating payables at end of year2013-12-31$1,404,139
Liabilities. Value of operating payables at beginning of year2013-12-31$859,741
Total non interest bearing cash at end of year2013-12-31$1,776,954
Total non interest bearing cash at beginning of year2013-12-31$1,604,212
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-566,521
Value of net assets at end of year (total assets less liabilities)2013-12-31$13,034,977
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,601,498
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$19,636
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$15,624,690
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$15,512,387
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$14
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$3
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$9,631,189
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$85,765
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$8,780,476
Employer contributions (assets) at end of year2013-12-31$947,821
Employer contributions (assets) at beginning of year2013-12-31$766,932
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$43,357
Contract administrator fees2013-12-31$64,509
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2013-12-31952036255
2012 : SOUTHERN CALIFORNIA GLAZIERS, ARCHITECTURAL METAL AND GLASS WORKERS HEALTH AND WELFARE FUND 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,288,648
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,076,324
Total income from all sources (including contributions)2012-12-31$9,328,229
Total of all expenses incurred2012-12-31$8,740,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$8,480,450
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$8,152,051
Value of total assets at end of year2012-12-31$17,890,146
Value of total assets at beginning of year2012-12-31$16,090,241
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$260,198
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$791,727
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$791,727
Administrative expenses professional fees incurred2012-12-31$87,012
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$180,487
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$6,615
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$17,164
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$3,428,907
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$2,394,877
Administrative expenses (other) incurred2012-12-31$90,486
Liabilities. Value of operating payables at end of year2012-12-31$859,741
Liabilities. Value of operating payables at beginning of year2012-12-31$681,447
Total non interest bearing cash at end of year2012-12-31$1,604,212
Total non interest bearing cash at beginning of year2012-12-31$1,266,666
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$587,581
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,601,498
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,013,917
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$23,815
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$15,512,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$14,136,220
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$8,432,818
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$384,451
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$7,971,564
Employer contributions (assets) at end of year2012-12-31$766,932
Employer contributions (assets) at beginning of year2012-12-31$670,191
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$47,632
Contract administrator fees2012-12-31$58,885
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2012-12-31952036255
2011 : SOUTHERN CALIFORNIA GLAZIERS, ARCHITECTURAL METAL AND GLASS WORKERS HEALTH AND WELFARE FUND 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,076,324
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,609,207
Total income from all sources (including contributions)2011-12-31$6,715,312
Total of all expenses incurred2011-12-31$5,782,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,494,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,257,239
Value of total assets at end of year2011-12-31$16,090,241
Value of total assets at beginning of year2011-12-31$14,690,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$287,955
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$540,168
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$540,168
Administrative expenses professional fees incurred2011-12-31$148,156
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$255,403
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$17,164
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$18,706
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$2,394,877
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$1,926,348
Administrative expenses (other) incurred2011-12-31$97,698
Liabilities. Value of operating payables at end of year2011-12-31$681,447
Liabilities. Value of operating payables at beginning of year2011-12-31$682,859
Total non interest bearing cash at end of year2011-12-31$1,266,666
Total non interest bearing cash at beginning of year2011-12-31$1,587,468
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$932,457
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,013,917
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$12,081,460
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$14,136,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$12,428,732
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$5,411,464
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-82,095
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$6,001,836
Employer contributions (assets) at end of year2011-12-31$670,191
Employer contributions (assets) at beginning of year2011-12-31$655,761
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$83,436
Contract administrator fees2011-12-31$42,101
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN2011-12-31952036255
2010 : SOUTHERN CALIFORNIA GLAZIERS, ARCHITECTURAL METAL AND GLASS WORKERS HEALTH AND WELFARE FUND 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,609,207
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,019,449
Total income from all sources (including contributions)2010-12-31$6,636,220
Total of all expenses incurred2010-12-31$5,070,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,799,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,837,909
Value of total assets at end of year2010-12-31$14,690,667
Value of total assets at beginning of year2010-12-31$13,535,441
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$270,846
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$127,592
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$275,807
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$18,706
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$101,317
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$1,926,348
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$2,503,071
Other income not declared elsewhere2010-12-31$798,311
Administrative expenses (other) incurred2010-12-31$92,296
Liabilities. Value of operating payables at end of year2010-12-31$682,859
Liabilities. Value of operating payables at beginning of year2010-12-31$516,378
Total non interest bearing cash at end of year2010-12-31$1,587,468
Total non interest bearing cash at beginning of year2010-12-31$1,226,102
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,565,468
Value of net assets at end of year (total assets less liabilities)2010-12-31$12,081,460
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,515,992
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$12,428,732
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$11,630,421
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$4,681,522
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$5,562,102
Employer contributions (assets) at end of year2010-12-31$655,761
Employer contributions (assets) at beginning of year2010-12-31$577,601
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$118,384
Contract administrator fees2010-12-31$50,958
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN2010-12-31952036255

Form 5500 Responses for SOUTHERN CALIFORNIA GLAZIERS, ARCHITECTURAL METAL AND GLASS WORKERS HEALTH AND WELFARE FUND

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

Insurance Providers Used on plan

DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number71857
Policy instance 2
Insurance contract or identification number71857
Number of Individuals Covered932
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $135,386
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number0541837
Policy instance 1
Insurance contract or identification number0541837
Number of Individuals Covered780
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $98,300
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number00371
Policy instance 7
Insurance contract or identification number00371
Number of Individuals Covered1300
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $704,449
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12073203
Policy instance 3
Insurance contract or identification number12073203
Number of Individuals Covered802
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberSEE FOOTNOTE 1
Policy instance 4
Insurance contract or identification numberSEE FOOTNOTE 1
Number of Individuals Covered162
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,496,456
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberSEE FOOTNOTE 2
Policy instance 5
Insurance contract or identification numberSEE FOOTNOTE 2
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,842
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 number100244
Policy instance 6
Insurance contract or identification number100244
Number of Individuals Covered1785
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $13,916,989
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12073203
Policy instance 2
Insurance contract or identification number12073203
Number of Individuals Covered880
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number100244
Policy instance 3
Insurance contract or identification number100244
Number of Individuals Covered2150
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $10,460,118
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number71857
Policy instance 1
Insurance contract or identification number71857
Number of Individuals Covered1270
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $183,710
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number0541837
Policy instance 5
Insurance contract or identification number0541837
Number of Individuals Covered876
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $114,537
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number00371
Policy instance 6
Insurance contract or identification number00371
Number of Individuals Covered1490
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $904,204
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberSEE FOOTNOTE 2
Policy instance 7
Insurance contract or identification numberSEE FOOTNOTE 2
Number of Individuals Covered3
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $20,804
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberSEE FOOTNOTE 1
Policy instance 4
Insurance contract or identification numberSEE FOOTNOTE 1
Number of Individuals Covered185
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,048,707
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12073203
Policy instance 2
Insurance contract or identification number12073203
Number of Individuals Covered887
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number00371
Policy instance 3
Insurance contract or identification number00371
Number of Individuals Covered1491
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $967,324
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 number100244
Policy instance 4
Insurance contract or identification number100244
Number of Individuals Covered2149
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $10,910,036
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number71857
Policy instance 5
Insurance contract or identification number71857
Number of Individuals Covered1273
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $194,562
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberSEE FOOTNOTE
Policy instance 6
Insurance contract or identification numberSEE FOOTNOTE
Number of Individuals Covered200
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,225,990
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number0541837
Policy instance 7
Insurance contract or identification number0541837
Number of Individuals Covered974
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $120,391
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberUS402364
Policy instance 1
Insurance contract or identification numberUS402364
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,378
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number71857
Policy instance 6
Insurance contract or identification number71857
Number of Individuals Covered1226
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $168,979
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number00371
Policy instance 5
Insurance contract or identification number00371
Number of Individuals Covered1391
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $604,273
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number0541837
Policy instance 3
Insurance contract or identification number0541837
Number of Individuals Covered925
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $121,993
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 number100244
Policy instance 4
Insurance contract or identification number100244
Number of Individuals Covered2060
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,947,320
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberUS402364
Policy instance 2
Insurance contract or identification numberUS402364
Number of Individuals Covered2
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,032
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number0476705HNO
Policy instance 1
Insurance contract or identification number0476705HNO
Number of Individuals Covered196
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,649,849
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12073203
Policy instance 7
Insurance contract or identification number12073203
Number of Individuals Covered952
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number00371
Policy instance 2
Insurance contract or identification number00371
Number of Individuals Covered1192
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $531,715
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberSEE FOOTNOTE
Policy instance 7
Insurance contract or identification numberSEE FOOTNOTE
Number of Individuals Covered177
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,233,733
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number71857
Policy instance 6
Insurance contract or identification number71857
Number of Individuals Covered1043
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $145,742
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 number100244
Policy instance 5
Insurance contract or identification number100244
Number of Individuals Covered1733
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,479,982
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberUS402364
Policy instance 4
Insurance contract or identification numberUS402364
Number of Individuals Covered2
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,349
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12073203
Policy instance 3
Insurance contract or identification number12073203
Number of Individuals Covered854
Insurance policy start date2018-01-01
Insurance policy end date2018-01-01
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number0541837
Policy instance 1
Insurance contract or identification number0541837
Number of Individuals Covered766
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $76,498
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12073203
Policy instance 2
Insurance contract or identification number12073203
Number of Individuals Covered774
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberUS402364
Policy instance 3
Insurance contract or identification numberUS402364
Number of Individuals Covered2
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,693
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number71857
Policy instance 4
Insurance contract or identification number71857
Number of Individuals Covered1058
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $154,835
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberSEE FOOTNOTE
Policy instance 5
Insurance contract or identification numberSEE FOOTNOTE
Number of Individuals Covered189
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,461,793
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number0541837
Policy instance 6
Insurance contract or identification number0541837
Number of Individuals Covered804
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $95,017
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 number100244
Policy instance 7
Insurance contract or identification number100244
Number of Individuals Covered1756
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,034,423
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number00371
Policy instance 1
Insurance contract or identification number00371
Number of Individuals Covered1176
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $532,071
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number0541837
Policy instance 5
Insurance contract or identification number0541837
Number of Individuals Covered700
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $78,032
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number00371
Policy instance 1
Insurance contract or identification number00371
Number of Individuals Covered967
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $408,902
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 number100244
Policy instance 2
Insurance contract or identification number100244
Number of Individuals Covered1442
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,324,543
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12073203
Policy instance 3
Insurance contract or identification number12073203
Number of Individuals Covered696
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberSEE FOOTNOTE
Policy instance 4
Insurance contract or identification numberSEE FOOTNOTE
Number of Individuals Covered152
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,615,585
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number71857
Policy instance 6
Insurance contract or identification number71857
Number of Individuals Covered1057
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $128,209
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number0541837
Policy instance 5
Insurance contract or identification number0541837
Number of Individuals Covered640
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $86,186
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberUS402364
Policy instance 6
Insurance contract or identification numberUS402364
Number of Individuals Covered3
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,735
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL PLAN OF ARKANSAS (National Association of Insurance Commissioners NAIC id number: 81396 )
Policy contract number71857
Policy instance 8
Insurance contract or identification number71857
Number of Individuals Covered948
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $55,794
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number100244
Policy instance 4
Insurance contract or identification number100244
Number of Individuals Covered1330
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,043,012
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberSEE FOOTNOTE
Policy instance 3
Insurance contract or identification numberSEE FOOTNOTE
Number of Individuals Covered168
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,735,948
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0476705
Policy instance 7
Insurance contract or identification number0476705
Number of Individuals Covered0
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,614
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number00371
Policy instance 2
Insurance contract or identification number00371
Number of Individuals Covered877
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $411,822
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12073203
Policy instance 1
Insurance contract or identification number12073203
Number of Individuals Covered609
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number0541837
Policy instance 4
Insurance contract or identification number0541837
Number of Individuals Covered732
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $75,750
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number00371
Policy instance 5
Insurance contract or identification number00371
Number of Individuals Covered927
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $381,891
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 number100244-00
Policy instance 7
Insurance contract or identification number100244-00
Number of Individuals Covered1510
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,820,912
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12073203
Policy instance 6
Insurance contract or identification number12073203
Number of Individuals Covered720
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $114,877
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95003 )
Policy contract numberUS402364
Policy instance 3
Insurance contract or identification numberUS402364
Number of Individuals Covered3
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,070
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number71857
Policy instance 2
Insurance contract or identification number71857
Number of Individuals Covered402
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $147,339
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95003 )
Policy contract numberUS402228
Policy instance 1
Insurance contract or identification numberUS402228
Number of Individuals Covered383
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,275,881
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number00371
Policy instance 6
Insurance contract or identification number00371
Number of Individuals Covered250
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $312,335
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number01857
Policy instance 7
Insurance contract or identification number01857
Number of Individuals Covered398
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $142,125
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number0541837
Policy instance 1
Insurance contract or identification number0541837
Number of Individuals Covered622
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $75,391
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12073203
Policy instance 5
Insurance contract or identification number12073203
Number of Individuals Covered679
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $94,198
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95003 )
Policy contract numberUS402364
Policy instance 4
Insurance contract or identification numberUS402364
Number of Individuals Covered4
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Welfare Benefit Premiums Paid to CarrierUSD $5,693
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95003 )
Policy contract numberUS402228
Policy instance 3
Insurance contract or identification numberUS402228
Number of Individuals Covered339
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Welfare Benefit Premiums Paid to CarrierUSD $1,732,300
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 number100244-00
Policy instance 2
Insurance contract or identification number100244-00
Number of Individuals Covered1407
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,629,523
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12073203
Policy instance 2
Insurance contract or identification number12073203
Number of Individuals Covered500
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $62,527
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 number100244-00
Policy instance 7
Insurance contract or identification number100244-00
Number of Individuals Covered940
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,803,222
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number01857
Policy instance 6
Insurance contract or identification number01857
Number of Individuals Covered275
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $99,923
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95003 )
Policy contract numberUS402364
Policy instance 5
Insurance contract or identification numberUS402364
Number of Individuals Covered3
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Welfare Benefit Premiums Paid to CarrierUSD $8,302
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number0371
Policy instance 4
Insurance contract or identification number0371
Number of Individuals Covered191
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $253,244
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number0541837
Policy instance 3
Insurance contract or identification number0541837
Number of Individuals Covered463
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $54,468
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95003 )
Policy contract numberUS402228
Policy instance 1
Insurance contract or identification numberUS402228
Number of Individuals Covered328
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Welfare Benefit Premiums Paid to CarrierUSD $1,691,643
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95003 )
Policy contract numberUS402364
Policy instance 2
Insurance contract or identification numberUS402364
Number of Individuals Covered3
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,125
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95003 )
Policy contract numberUS402228
Policy instance 3
Insurance contract or identification numberUS402228
Number of Individuals Covered418
Insurance policy start date2009-04-01
Insurance policy end date2010-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,957,596
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 number100244-00
Policy instance 5
Insurance contract or identification number100244-00
Number of Individuals Covered938
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,993,628
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12073203
Policy instance 4
Insurance contract or identification number12073203
Number of Individuals Covered528
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $81,385
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number0541837
Policy instance 6
Insurance contract or identification number0541837
Number of Individuals Covered499
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $63,750
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number08157
Policy instance 7
Insurance contract or identification number08157
Number of Individuals Covered297
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $114,307
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number0371
Policy instance 1
Insurance contract or identification number0371
Number of Individuals Covered197
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $271,777
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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