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CALIFORNIA MOTOR CAR DEALERS EMPLOYEE BENEFITS TRUST 401k Plan overview

Plan NameCALIFORNIA MOTOR CAR DEALERS EMPLOYEE BENEFITS TRUST
Plan identification number 501

CALIFORNIA MOTOR CAR DEALERS EMPLOYEE BENEFITS TRUST Benefits

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

401k Sponsoring company profile

CALIFORNIA MOTOR CAR DEALERS EMPLOYEE BENEFITS TRUST has sponsored the creation of one or more 401k plans.

Company Name:CALIFORNIA MOTOR CAR DEALERS EMPLOYEE BENEFITS TRUST
Employer identification number (EIN):954105887
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALIFORNIA MOTOR CAR DEALERS EMPLOYEE BENEFITS TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012018-01-01
5012017-01-01
5012016-01-01
5012015-01-01
5012014-01-01JENNIFER ARAGON
5012013-01-01JENNIFER ARAGON
5012012-01-01JENNIFER ARAGON
5012011-01-01JENNIFER ARAGON
5012010-01-01JENNIFER ARAGON
5012009-01-01JENNIFER ARAGON
5012009-01-01JENNIFER ARAGON
5012009-01-01JENNIFER ARAGON

Plan Statistics for CALIFORNIA MOTOR CAR DEALERS EMPLOYEE BENEFITS TRUST

401k plan membership statisitcs for CALIFORNIA MOTOR CAR DEALERS EMPLOYEE BENEFITS TRUST

Measure Date Value
2018: CALIFORNIA MOTOR CAR DEALERS EMPLOYEE BENEFITS TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-010
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
2017: CALIFORNIA MOTOR CAR DEALERS EMPLOYEE BENEFITS TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-010
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
2016: CALIFORNIA MOTOR CAR DEALERS EMPLOYEE BENEFITS TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-010
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
2015: CALIFORNIA MOTOR CAR DEALERS EMPLOYEE BENEFITS TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-010
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
2014: CALIFORNIA MOTOR CAR DEALERS EMPLOYEE BENEFITS TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-010
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-010
2013: CALIFORNIA MOTOR CAR DEALERS EMPLOYEE BENEFITS TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-010
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-010
2012: CALIFORNIA MOTOR CAR DEALERS EMPLOYEE BENEFITS TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-010
Total number of active participants reported on line 7a of the Form 55002012-01-010
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-010
2011: CALIFORNIA MOTOR CAR DEALERS EMPLOYEE BENEFITS TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-010
Total number of active participants reported on line 7a of the Form 55002011-01-010
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-010
2010: CALIFORNIA MOTOR CAR DEALERS EMPLOYEE BENEFITS TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-014,515
Total number of active participants reported on line 7a of the Form 55002010-01-010
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-010
2009: CALIFORNIA MOTOR CAR DEALERS EMPLOYEE BENEFITS TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-017,313
Total number of active participants reported on line 7a of the Form 55002009-01-014,307
Number of retired or separated participants receiving benefits2009-01-01208
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-014,515

Financial Data on CALIFORNIA MOTOR CAR DEALERS EMPLOYEE BENEFITS TRUST

Measure Date Value
2018 : CALIFORNIA MOTOR CAR DEALERS EMPLOYEE BENEFITS TRUST 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-11-30$36,670
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-11-30$5,685,454
Total income from all sources (including contributions)2018-11-30$-26,113
Total loss/gain on sale of assets2018-11-30$-14,639
Total of all expenses incurred2018-11-30$-26,113
Value of total assets at end of year2018-11-30$36,670
Value of total assets at beginning of year2018-11-30$5,685,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-11-30$-26,113
Total interest from all sources2018-11-30$98,079
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-11-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-11-30$0
Was this plan covered by a fidelity bond2018-11-30Yes
Value of fidelity bond cover2018-11-30$500,000
If this is an individual account plan, was there a blackout period2018-11-30No
Were there any nonexempt tranactions with any party-in-interest2018-11-30No
Assets. Other investments not covered elsewhere at beginning of year2018-11-30$4,116,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-11-30$5,660,899
Other income not declared elsewhere2018-11-30$1,456
Administrative expenses (other) incurred2018-11-30$-26,113
Liabilities. Value of operating payables at end of year2018-11-30$36,670
Liabilities. Value of operating payables at beginning of year2018-11-30$24,555
Total non interest bearing cash at end of year2018-11-30$36,670
Total non interest bearing cash at beginning of year2018-11-30$90,213
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-11-30No
Value of net income/loss2018-11-30$0
Value of net assets at end of year (total assets less liabilities)2018-11-30$0
Value of net assets at beginning of year (total assets less liabilities)2018-11-30$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-11-30No
Were any leases to which the plan was party in default or uncollectible2018-11-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-11-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-11-30$787,859
Interest earned on other investments2018-11-30$98,079
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-11-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-11-30$247,212
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-11-30$247,212
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-11-30$-111,009
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-11-30No
Was there a failure to transmit to the plan any participant contributions2018-11-30No
Has the plan failed to provide any benefit when due under the plan2018-11-30No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-11-30No
Assets. Corporate common stocks other than exployer securities at end of year2018-11-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-11-30$443,670
Did the plan have assets held for investment2018-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-11-30No
Aggregate proceeds on sale of assets2018-11-30$5,633,569
Aggregate carrying amount (costs) on sale of assets2018-11-30$5,648,208
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-11-30No
Opinion of an independent qualified public accountant for this plan2018-11-30Unqualified
Accountancy firm name2018-11-30GILBERT ASSOCIATES, INC.
Accountancy firm EIN2018-11-30680037990
2017 : CALIFORNIA MOTOR CAR DEALERS EMPLOYEE BENEFITS TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-1,238
Total unrealized appreciation/depreciation of assets2017-12-31$-1,238
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$5,685,454
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$20,232
Total income from all sources (including contributions)2017-12-31$355,544
Total loss/gain on sale of assets2017-12-31$52,517
Total of all expenses incurred2017-12-31$5,996,777
Value of total assets at end of year2017-12-31$5,685,454
Value of total assets at beginning of year2017-12-31$5,661,465
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,996,777
Total interest from all sources2017-12-31$183,884
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$28,904
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$10,443
Administrative expenses professional fees incurred2017-12-31$267,344
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$4,116,500
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$4,256,734
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$9,121
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$5,660,899
Other income not declared elsewhere2017-12-31$686
Administrative expenses (other) incurred2017-12-31$5,729,433
Liabilities. Value of operating payables at end of year2017-12-31$24,555
Liabilities. Value of operating payables at beginning of year2017-12-31$20,232
Total non interest bearing cash at end of year2017-12-31$90,213
Total non interest bearing cash at beginning of year2017-12-31$37,013
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-5,641,233
Value of net assets at end of year (total assets less liabilities)2017-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,641,233
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$787,859
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$730,715
Interest earned on other investments2017-12-31$183,884
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$247,212
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$130,218
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$130,218
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$90,791
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
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
Income. Dividends from common stock2017-12-31$18,461
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$443,670
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$497,664
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
Aggregate proceeds on sale of assets2017-12-31$2,086,831
Aggregate carrying amount (costs) on sale of assets2017-12-31$2,034,314
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31GILBERT ASSOCIATES, INC.
Accountancy firm EIN2017-12-31680037990
2016 : CALIFORNIA MOTOR CAR DEALERS EMPLOYEE BENEFITS TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-179,539
Total unrealized appreciation/depreciation of assets2016-12-31$-179,539
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$20,232
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$70,007
Total income from all sources (including contributions)2016-12-31$45,774
Total loss/gain on sale of assets2016-12-31$11,681
Total of all expenses incurred2016-12-31$190,345
Value of total assets at end of year2016-12-31$5,661,465
Value of total assets at beginning of year2016-12-31$5,855,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$190,345
Total interest from all sources2016-12-31$192,020
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$35,550
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$17,416
Administrative expenses professional fees incurred2016-12-31$151,297
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$4,256,734
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$4,495,441
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$9,121
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$19,121
Other income not declared elsewhere2016-12-31$31
Administrative expenses (other) incurred2016-12-31$39,048
Liabilities. Value of operating payables at end of year2016-12-31$20,232
Liabilities. Value of operating payables at beginning of year2016-12-31$70,007
Total non interest bearing cash at end of year2016-12-31$37,013
Total non interest bearing cash at beginning of year2016-12-31$17,102
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-144,571
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,641,233
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,785,804
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$730,715
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$687,262
Interest earned on other investments2016-12-31$192,020
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$130,218
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$87,151
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$87,151
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-13,969
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
Income. Dividends from common stock2016-12-31$18,134
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$497,664
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$549,734
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
Aggregate proceeds on sale of assets2016-12-31$1,688,472
Aggregate carrying amount (costs) on sale of assets2016-12-31$1,676,791
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31GILBERT ASSOCIATES, INC.
Accountancy firm EIN2016-12-31680037990
2015 : CALIFORNIA MOTOR CAR DEALERS EMPLOYEE BENEFITS TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-172,888
Total unrealized appreciation/depreciation of assets2015-12-31$-172,888
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$70,007
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$7,000
Total income from all sources (including contributions)2015-12-31$151,626
Total loss/gain on sale of assets2015-12-31$61,849
Total of all expenses incurred2015-12-31$175,567
Value of total assets at end of year2015-12-31$5,855,811
Value of total assets at beginning of year2015-12-31$5,816,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$175,567
Total interest from all sources2015-12-31$192,771
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$28,865
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$16,239
Administrative expenses professional fees incurred2015-12-31$148,771
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$4,495,441
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$4,191,095
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$19,121
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$8,882
Other income not declared elsewhere2015-12-31$34,498
Administrative expenses (other) incurred2015-12-31$26,796
Liabilities. Value of operating payables at end of year2015-12-31$70,007
Liabilities. Value of operating payables at beginning of year2015-12-31$7,000
Total non interest bearing cash at end of year2015-12-31$17,102
Total non interest bearing cash at beginning of year2015-12-31$25,403
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-23,941
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,785,804
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,809,745
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$687,262
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$682,773
Interest earned on other investments2015-12-31$190,247
Income. Interest from corporate debt instruments2015-12-31$2,524
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$87,151
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$221,818
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$221,818
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$6,531
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Income. Dividends from common stock2015-12-31$12,626
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$104,241
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$549,734
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$582,533
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
Aggregate proceeds on sale of assets2015-12-31$1,206,998
Aggregate carrying amount (costs) on sale of assets2015-12-31$1,145,149
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 name2015-12-31GILBERT ASSOCIATES, INC.
Accountancy firm EIN2015-12-31680037990
2014 : CALIFORNIA MOTOR CAR DEALERS EMPLOYEE BENEFITS TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$40,751
Total unrealized appreciation/depreciation of assets2014-12-31$40,751
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$7,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$8,514
Total income from all sources (including contributions)2014-12-31$254,041
Total loss/gain on sale of assets2014-12-31$6,766
Total of all expenses incurred2014-12-31$72,287
Value of total assets at end of year2014-12-31$5,816,745
Value of total assets at beginning of year2014-12-31$5,636,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$72,287
Total interest from all sources2014-12-31$185,288
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$37,163
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2014-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$23,609
Administrative expenses professional fees incurred2014-12-31$28,421
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$4,191,095
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$3,895,170
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$8,882
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$8,805
Other income not declared elsewhere2014-12-31$1,725
Administrative expenses (other) incurred2014-12-31$43,866
Liabilities. Value of operating payables at end of year2014-12-31$7,000
Liabilities. Value of operating payables at beginning of year2014-12-31$8,514
Total non interest bearing cash at end of year2014-12-31$25,403
Total non interest bearing cash at beginning of year2014-12-31$37,555
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$181,754
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,809,745
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,627,991
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$682,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$802,000
Interest earned on other investments2014-12-31$181,001
Income. Interest from corporate debt instruments2014-12-31$4,287
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$221,818
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$234,159
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$234,159
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-17,652
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
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
Income. Dividends from common stock2014-12-31$13,554
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$104,241
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$138,187
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$582,533
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$520,629
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
Aggregate proceeds on sale of assets2014-12-31$2,861,449
Aggregate carrying amount (costs) on sale of assets2014-12-31$2,854,683
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31GILBERT ASSOCIATES, INC.
Accountancy firm EIN2014-12-31680037990
2013 : CALIFORNIA MOTOR CAR DEALERS EMPLOYEE BENEFITS TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-176,237
Total unrealized appreciation/depreciation of assets2013-12-31$-176,237
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$8,514
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$14,221
Total income from all sources (including contributions)2013-12-31$131,125
Total loss/gain on sale of assets2013-12-31$30,388
Total of all expenses incurred2013-12-31$60,396
Value of total assets at end of year2013-12-31$5,636,505
Value of total assets at beginning of year2013-12-31$5,571,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$60,396
Total interest from all sources2013-12-31$184,933
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$30,829
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2013-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$16,917
Administrative expenses professional fees incurred2013-12-31$44,504
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$3,895,170
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$4,165,362
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$8,805
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$8,664
Other income not declared elsewhere2013-12-31$3,837
Administrative expenses (other) incurred2013-12-31$15,892
Liabilities. Value of operating payables at end of year2013-12-31$8,514
Liabilities. Value of operating payables at beginning of year2013-12-31$14,221
Total non interest bearing cash at end of year2013-12-31$37,555
Total non interest bearing cash at beginning of year2013-12-31$29,962
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$70,729
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,627,991
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,557,262
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$802,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$628,012
Interest earned on other investments2013-12-31$180,532
Income. Interest from corporate debt instruments2013-12-31$4,401
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$234,159
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$104,170
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$104,170
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$57,375
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
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
Income. Dividends from common stock2013-12-31$13,912
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$138,187
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$125,749
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$520,629
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$509,564
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
Aggregate proceeds on sale of assets2013-12-31$1,675,928
Aggregate carrying amount (costs) on sale of assets2013-12-31$1,645,540
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 name2013-12-31GILBERT ASSOCIATES, INC.
Accountancy firm EIN2013-12-31680037990
2012 : CALIFORNIA MOTOR CAR DEALERS EMPLOYEE BENEFITS TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$8,560
Total unrealized appreciation/depreciation of assets2012-12-31$8,560
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$14,221
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$10,595
Total income from all sources (including contributions)2012-12-31$270,264
Total of all expenses incurred2012-12-31$85,929
Value of total assets at end of year2012-12-31$5,571,483
Value of total assets at beginning of year2012-12-31$5,383,522
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$85,929
Total interest from all sources2012-12-31$159,213
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$28,282
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2012-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$13,531
Administrative expenses professional fees incurred2012-12-31$67,247
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$4,165,362
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$3,506,046
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$8,664
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$13,522
Other income not declared elsewhere2012-12-31$1,332
Administrative expenses (other) incurred2012-12-31$18,682
Liabilities. Value of operating payables at end of year2012-12-31$14,221
Liabilities. Value of operating payables at beginning of year2012-12-31$10,595
Total non interest bearing cash at end of year2012-12-31$29,962
Total non interest bearing cash at beginning of year2012-12-31$216,074
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$184,335
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,557,262
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,372,927
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$628,012
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,054,920
Interest earned on other investments2012-12-31$154,101
Income. Interest from corporate debt instruments2012-12-31$5,112
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$104,170
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$53,740
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$53,740
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$72,877
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Income. Dividends from common stock2012-12-31$14,751
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$125,749
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$72,325
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$509,564
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$466,895
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31GILBERT ASSOCIATES, INC.
Accountancy firm EIN2012-12-31680037990
2011 : CALIFORNIA MOTOR CAR DEALERS EMPLOYEE BENEFITS TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-1,764
Total unrealized appreciation/depreciation of assets2011-12-31$-1,764
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$10,595
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$283,581
Total income from all sources (including contributions)2011-12-31$251,186
Total loss/gain on sale of assets2011-12-31$-15,867
Total of all expenses incurred2011-12-31$184,493
Value of total assets at end of year2011-12-31$5,383,522
Value of total assets at beginning of year2011-12-31$5,589,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$184,493
Total interest from all sources2011-12-31$19,848
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$54,899
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2011-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$51,358
Administrative expenses professional fees incurred2011-12-31$45,300
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$3,506,046
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$13,522
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$50,911
Other income not declared elsewhere2011-12-31$224,175
Administrative expenses (other) incurred2011-12-31$139,193
Liabilities. Value of operating payables at end of year2011-12-31$10,595
Liabilities. Value of operating payables at beginning of year2011-12-31$232,705
Total non interest bearing cash at end of year2011-12-31$216,074
Total non interest bearing cash at beginning of year2011-12-31$661,989
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$66,693
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,372,927
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,306,234
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$1,054,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,876,915
Interest earned on other investments2011-12-31$19,848
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$53,740
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-30,105
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
Income. Dividends from common stock2011-12-31$3,541
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$72,325
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$466,895
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$50,876
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
Aggregate proceeds on sale of assets2011-12-31$94,989
Aggregate carrying amount (costs) on sale of assets2011-12-31$110,856
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 name2011-12-31GILBERT ASSOCIATES, INC.
Accountancy firm EIN2011-12-31680037990
2010 : CALIFORNIA MOTOR CAR DEALERS EMPLOYEE BENEFITS TRUST 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$283,581
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$738,399
Total income from all sources (including contributions)2010-12-31$14,242,187
Total of all expenses incurred2010-12-31$15,603,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$15,325,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$14,199,185
Value of total assets at end of year2010-12-31$5,589,815
Value of total assets at beginning of year2010-12-31$7,405,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$277,299
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$83,955
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2010-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$83,955
Administrative expenses professional fees incurred2010-12-31$106,300
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$50,911
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$184,333
Other income not declared elsewhere2010-12-31$1,204
Administrative expenses (other) incurred2010-12-31$92,432
Liabilities. Value of operating payables at end of year2010-12-31$232,705
Liabilities. Value of operating payables at beginning of year2010-12-31$712,899
Total non interest bearing cash at end of year2010-12-31$661,989
Total non interest bearing cash at beginning of year2010-12-31$2,986,147
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-1,360,965
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,306,234
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,667,199
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$4,876,915
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,235,118
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$15,179,397
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$-42,157
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$14,199,185
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$146,456
Contract administrator fees2010-12-31$78,567
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$50,876
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$25,500
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 name2010-12-31GILBERT ASSOCIATES, INC.
Accountancy firm EIN2010-12-31680037990

Form 5500 Responses for CALIFORNIA MOTOR CAR DEALERS EMPLOYEE BENEFITS TRUST

2018: CALIFORNIA MOTOR CAR DEALERS EMPLOYEE BENEFITS TRUST 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01This submission is the final filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CALIFORNIA MOTOR CAR DEALERS EMPLOYEE BENEFITS TRUST 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CALIFORNIA MOTOR CAR DEALERS EMPLOYEE BENEFITS TRUST 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CALIFORNIA MOTOR CAR DEALERS EMPLOYEE BENEFITS TRUST 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CALIFORNIA MOTOR CAR DEALERS EMPLOYEE BENEFITS TRUST 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CALIFORNIA MOTOR CAR DEALERS EMPLOYEE BENEFITS TRUST 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CALIFORNIA MOTOR CAR DEALERS EMPLOYEE BENEFITS TRUST 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CALIFORNIA MOTOR CAR DEALERS EMPLOYEE BENEFITS TRUST 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CALIFORNIA MOTOR CAR DEALERS EMPLOYEE BENEFITS TRUST 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CALIFORNIA MOTOR CAR DEALERS EMPLOYEE BENEFITS TRUST 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number33601
Policy instance 1
Insurance contract or identification number33601
Number of Individuals Covered392
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $3,236,972
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number715325
Policy instance 9
Insurance contract or identification number715325
Number of Individuals Covered389
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,949,397
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SAFEGUARD HEALTH PLANS, INC. A CALIFORNIA CORPORATION (National Association of Insurance Commissioners NAIC id number: 96030 )
Policy contract numberTS05726212
Policy instance 8
Insurance contract or identification numberTS05726212
Number of Individuals Covered1002
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $135,598
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTS05726212
Policy instance 7
Insurance contract or identification numberTS05726212
Number of Individuals Covered4974
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,012,436
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CLAREMONT (National Association of Insurance Commissioners NAIC id number: 61171 )
Policy contract number14707
Policy instance 6
Insurance contract or identification number14707
Number of Individuals Covered2158
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedEMPLOYEE ASSISTANCE
Welfare Benefit Premiums Paid to CarrierUSD $24,338
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number519661
Policy instance 5
Insurance contract or identification number519661
Number of Individuals Covered214
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $2,370,744
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number009511
Policy instance 4
Insurance contract or identification number009511
Number of Individuals Covered3443
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $9,270
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $112,532
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,270
Insurance broker organization code?3
Insurance broker nameHEALTH BENEFIT SOLUTIONS INSUR. LLC
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number228163
Policy instance 3
Insurance contract or identification number228163
Number of Individuals Covered897
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $237,912
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $5,225,590
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $121,216
Insurance broker organization code?5
Insurance broker nameJAMES C. JENKINS INSURANCE SRV INC
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number118974
Policy instance 2
Insurance contract or identification number118974
Number of Individuals Covered1078
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $5,951,345
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
QBE A&H (National Association of Insurance Commissioners NAIC id number: 39217 )
Policy contract number2001-FAC10-Q
Policy instance 10
Insurance contract or identification number2001-FAC10-Q
Number of Individuals Covered1553
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $5,505
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $55,006
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,505
Insurance broker organization code?3
Insurance broker nameSTOP LOSS INSURANCE SERVICES

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