SMALL MANUFACTURERS ASSOCIATION OF CALIFORNIA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUND
401k plan membership statisitcs for CALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUND
Measure | Date | Value |
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2020 : CALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUND 2020 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $1,424,281 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $1,586,456 |
Total income from all sources (including contributions) | 2020-12-31 | $18,216,829 |
Total of all expenses incurred | 2020-12-31 | $18,142,810 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $16,315,834 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $18,214,886 |
Value of total assets at end of year | 2020-12-31 | $2,110,333 |
Value of total assets at beginning of year | 2020-12-31 | $2,198,489 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,826,976 |
Total interest from all sources | 2020-12-31 | $170 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $1,088,228 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $138,069 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $4,121 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $19,251 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $39,291 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $1,354,289 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $1,554,184 |
Other income not declared elsewhere | 2020-12-31 | $1,773 |
Administrative expenses (other) incurred | 2020-12-31 | $124,996 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $69,992 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $32,272 |
Total non interest bearing cash at end of year | 2020-12-31 | $1,720,566 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $1,689,750 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $74,019 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $686,052 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $612,033 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $350,706 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $350,536 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $350,536 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $170 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $16,315,834 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $18,076,817 |
Employer contributions (assets) at end of year | 2020-12-31 | $34,940 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $99,661 |
Contract administrator fees | 2020-12-31 | $613,752 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | RBTK, LLP |
Accountancy firm EIN | 2020-12-31 | 330567239 |
2019 : CALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUND 2019 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $1,586,456 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $1,821,638 |
Total income from all sources (including contributions) | 2019-12-31 | $20,246,903 |
Total of all expenses incurred | 2019-12-31 | $20,137,562 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $18,162,356 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $20,203,922 |
Value of total assets at end of year | 2019-12-31 | $2,198,489 |
Value of total assets at beginning of year | 2019-12-31 | $2,324,330 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,975,206 |
Total interest from all sources | 2019-12-31 | $474 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $1,188,364 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $166,995 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $19,251 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $4,863 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $39,291 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $1,554,184 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $1,812,713 |
Other income not declared elsewhere | 2019-12-31 | $42,507 |
Administrative expenses (other) incurred | 2019-12-31 | $99,307 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $32,272 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $8,925 |
Total non interest bearing cash at end of year | 2019-12-31 | $1,689,750 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $1,969,085 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $109,341 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $612,033 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $502,692 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $350,536 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $350,061 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $350,061 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $474 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $18,162,356 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $20,036,927 |
Employer contributions (assets) at end of year | 2019-12-31 | $99,661 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $321 |
Contract administrator fees | 2019-12-31 | $687,535 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | LEAF & COLE, LLP |
Accountancy firm EIN | 2019-12-31 | 952076568 |
2018 : CALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUND 2018 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $1,821,638 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $2,044,874 |
Total income from all sources (including contributions) | 2018-12-31 | $22,681,240 |
Total of all expenses incurred | 2018-12-31 | $22,539,618 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $20,422,980 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $22,681,240 |
Value of total assets at end of year | 2018-12-31 | $2,324,330 |
Value of total assets at beginning of year | 2018-12-31 | $2,405,944 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $2,116,638 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $1,277,671 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $145,281 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $4,863 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $3,088 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $6,624 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-12-31 | $20,422,980 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $1,812,713 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $2,030,257 |
Administrative expenses (other) incurred | 2018-12-31 | $113,739 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $8,925 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $14,617 |
Total non interest bearing cash at end of year | 2018-12-31 | $2,319,146 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $2,389,358 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $141,622 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $502,692 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $361,070 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $22,529,335 |
Employer contributions (assets) at end of year | 2018-12-31 | $321 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $13,498 |
Contract administrator fees | 2018-12-31 | $725,228 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | LEAF & COLE, LLP |
Accountancy firm EIN | 2018-12-31 | 952076568 |
2017 : CALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUND 2017 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $2,044,874 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $1,951,699 |
Total income from all sources (including contributions) | 2017-12-31 | $22,937,635 |
Total of all expenses incurred | 2017-12-31 | $22,763,465 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $20,670,478 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $22,937,635 |
Value of total assets at end of year | 2017-12-31 | $2,405,944 |
Value of total assets at beginning of year | 2017-12-31 | $2,138,599 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $2,092,987 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $1,291,213 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $106,905 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $3,088 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $3,058 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $8,361 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-12-31 | $20,670,478 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $2,030,257 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $1,947,149 |
Administrative expenses (other) incurred | 2017-12-31 | $83,459 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $14,617 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $4,550 |
Total non interest bearing cash at end of year | 2017-12-31 | $2,389,358 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $2,044,785 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $174,170 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $361,070 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $186,900 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $22,822,369 |
Employer contributions (assets) at end of year | 2017-12-31 | $13,498 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $90,756 |
Contract administrator fees | 2017-12-31 | $718,315 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | LEAF & COLE, LLP |
Accountancy firm EIN | 2017-12-31 | 952076568 |
2016 : CALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUND 2016 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $1,951,699 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $1,147,417 |
Total income from all sources (including contributions) | 2016-12-31 | $13,597,247 |
Total of all expenses incurred | 2016-12-31 | $13,541,964 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $12,217,480 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $13,597,247 |
Value of total assets at end of year | 2016-12-31 | $2,138,599 |
Value of total assets at beginning of year | 2016-12-31 | $1,279,034 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,324,484 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $794,485 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $71,342 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $3,058 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $3,533 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $2,104 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-12-31 | $12,217,480 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $1,947,149 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $1,144,869 |
Administrative expenses (other) incurred | 2016-12-31 | $84,471 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $4,550 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $2,548 |
Total non interest bearing cash at end of year | 2016-12-31 | $2,044,785 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $1,254,720 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $55,283 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $186,900 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $131,617 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $13,523,801 |
Employer contributions (assets) at end of year | 2016-12-31 | $90,756 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $20,781 |
Contract administrator fees | 2016-12-31 | $445,528 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | LEAF & COLE, LLP |
Accountancy firm EIN | 2016-12-31 | 952076568 |
2015 : CALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUND 2015 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $1,147,417 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $1,000,028 |
Total income from all sources (including contributions) | 2015-12-31 | $12,094,440 |
Total of all expenses incurred | 2015-12-31 | $12,054,215 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $10,827,226 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $12,094,440 |
Value of total assets at end of year | 2015-12-31 | $1,279,034 |
Value of total assets at beginning of year | 2015-12-31 | $1,091,420 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,226,989 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $740,379 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $54,527 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $3,533 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $2,352 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $18,247 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $1,144,869 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $962,627 |
Administrative expenses (other) incurred | 2015-12-31 | $76,109 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $2,548 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $37,401 |
Total non interest bearing cash at end of year | 2015-12-31 | $1,254,720 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $1,035,410 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $40,225 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $131,617 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $91,392 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $10,827,226 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $12,021,666 |
Employer contributions (assets) at end of year | 2015-12-31 | $20,781 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $53,658 |
Contract administrator fees | 2015-12-31 | $410,501 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | LEAF & COLE, LLP |
Accountancy firm EIN | 2015-12-31 | 952076568 |
2014 : CALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUND 2014 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $1,000,028 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $1,256,435 |
Total income from all sources (including contributions) | 2014-12-31 | $12,591,920 |
Total of all expenses incurred | 2014-12-31 | $12,581,818 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $11,320,899 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $12,591,920 |
Value of total assets at end of year | 2014-12-31 | $1,091,420 |
Value of total assets at beginning of year | 2014-12-31 | $1,337,725 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $1,260,919 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $762,941 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $83,269 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $2,352 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $1,568 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $3,399 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $962,627 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $1,254,100 |
Administrative expenses (other) incurred | 2014-12-31 | $81,914 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $37,401 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $2,335 |
Total non interest bearing cash at end of year | 2014-12-31 | $1,035,410 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $1,256,322 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $10,102 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $91,392 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $81,290 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $11,320,899 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $12,505,252 |
Employer contributions (assets) at end of year | 2014-12-31 | $53,658 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $79,835 |
Contract administrator fees | 2014-12-31 | $416,064 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | LEAF & COLE, LLP |
Accountancy firm EIN | 2014-12-31 | 952076568 |
2013 : CALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUND 2013 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $1,256,435 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $718,332 |
Total income from all sources (including contributions) | 2013-12-31 | $13,315,814 |
Total of all expenses incurred | 2013-12-31 | $13,247,350 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $12,072,131 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $13,315,814 |
Value of total assets at end of year | 2013-12-31 | $1,337,725 |
Value of total assets at beginning of year | 2013-12-31 | $731,158 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,175,219 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $751,260 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $73,287 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $1,568 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $1,254,100 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $717,595 |
Administrative expenses (other) incurred | 2013-12-31 | $52,612 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $2,335 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $737 |
Total non interest bearing cash at end of year | 2013-12-31 | $1,256,322 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $703,143 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $68,464 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $81,290 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $12,826 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $12,072,131 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $13,242,527 |
Employer contributions (assets) at end of year | 2013-12-31 | $79,835 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $28,015 |
Contract administrator fees | 2013-12-31 | $371,347 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | LEAF & COLE, LLP |
Accountancy firm EIN | 2013-12-31 | 952076568 |
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 5343685 |
Policy instance | 7 |
Insurance contract or identification number | 5343685 | Number of Individuals Covered | 9375 | Insurance policy start date | 2019-06-01 | Insurance policy end date | 2020-05-31 | Total amount of fees paid to insurance company | USD $65,702 | Dental Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ADD | Welfare Benefit Premiums Paid to Carrier | USD $932,383 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 55807 | Additional information about fees paid to insurance broker | SERVICE FEES/NON-MONETARY COMPENSATION | Insurance broker organization code? | 3 |
|
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 ) |
Policy contract number | VARIOUS |
Policy instance | 1 |
Insurance contract or identification number | VARIOUS | Number of Individuals Covered | 1361 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $12,758,022 | 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 number | 914381 |
Policy instance | 2 |
Insurance contract or identification number | 914381 | Number of Individuals Covered | 230 | Insurance policy start date | 2019-06-01 | Insurance policy end date | 2020-05-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $2,181,823 | 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 number | 0221551 |
Policy instance | 3 |
Insurance contract or identification number | 0221551 | Number of Individuals Covered | 434 | Insurance policy start date | 2019-06-01 | Insurance policy end date | 2020-05-31 | Total amount of fees paid to insurance company | USD $1,589 | Other welfare benefits provided | CRITICAL ILLNESS | Welfare Benefit Premiums Paid to Carrier | USD $62,259 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 1589 | Additional information about fees paid to insurance broker | SERVICE FEES/ NON-MONETARY COMPENSATION | Insurance broker organization code? | 3 |
|
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 0221552 |
Policy instance | 4 |
Insurance contract or identification number | 0221552 | Number of Individuals Covered | 829 | Insurance policy start date | 2019-06-01 | Insurance policy end date | 2020-05-31 | Total amount of fees paid to insurance company | USD $619 | Other welfare benefits provided | GROUP ACCIDENT | Welfare Benefit Premiums Paid to Carrier | USD $54,049 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 619 | Additional information about fees paid to insurance broker | SERVICE FEES/ NON-MONETARY COPENSATION | Insurance broker organization code? | 3 |
|
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 0221553 |
Policy instance | 5 |
Insurance contract or identification number | 0221553 | Number of Individuals Covered | 156 | Insurance policy start date | 2019-06-01 | Insurance policy end date | 2020-05-31 | Total amount of fees paid to insurance company | USD $363 | Welfare Benefit Premiums Paid to Carrier | USD $28,902 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 363 | Additional information about fees paid to insurance broker | SERVICE FEES/ NON-MONETARY COMPENSATION | Insurance broker organization code? | 3 |
|
SAFEGUARD HEALTH PLANS, INC. A CALIFORNIA CORPORATION (National Association of Insurance Commissioners NAIC id number: 96030 ) |
Policy contract number | 5343685 |
Policy instance | 6 |
Insurance contract or identification number | 5343685 | Number of Individuals Covered | 1110 | Insurance policy start date | 2019-06-01 | Insurance policy end date | 2020-05-31 | Total amount of fees paid to insurance company | USD $14,013 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $160,237 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 11870 | Additional information about fees paid to insurance broker | SERVICE FEES | Insurance broker organization code? | 3 |
|
SAFEGUARD HEALTH PLANS, INC. A CALIFORNIA CORPORATION (National Association of Insurance Commissioners NAIC id number: 96030 ) |
Policy contract number | 5343685 |
Policy instance | 5 |
Insurance contract or identification number | 5343685 | Number of Individuals Covered | 1110 | Insurance policy start date | 2019-06-01 | Insurance policy end date | 2020-05-31 | Total amount of fees paid to insurance company | USD $14,013 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $210,381 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 11870 | Additional information about fees paid to insurance broker | SERVICE FEES | Insurance broker organization code? | 3 |
|
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 0914381 |
Policy instance | 4 |
Insurance contract or identification number | 0914381 | Number of Individuals Covered | 116 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $2,187,831 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
Policy contract number | 1005887100/5886 |
Policy instance | 3 |
Insurance contract or identification number | 1005887100/5886 | Number of Individuals Covered | 1512 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $197,210 | 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 number | TS05343685 |
Policy instance | 2 |
Insurance contract or identification number | TS05343685 | Number of Individuals Covered | 9375 | Insurance policy start date | 2019-06-01 | Insurance policy end date | 2020-05-31 | Total amount of fees paid to insurance company | USD $65,702 | Dental Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ADD | Welfare Benefit Premiums Paid to Carrier | USD $956,579 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 55807 | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION/ NON-MONETARY COMP | Insurance broker organization code? | 3 |
|
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 ) |
Policy contract number | VARIOUS |
Policy instance | 1 |
Insurance contract or identification number | VARIOUS | Number of Individuals Covered | 1629 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $14,610,355 | 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 number | TS05343685 |
Policy instance | 2 |
Insurance contract or identification number | TS05343685 | Number of Individuals Covered | 1684 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of fees paid to insurance company | USD $12,925 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $993,513 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 12850 | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION/ NON-MONETARY COMP | Insurance broker organization code? | 3 |
|
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 0914381 |
Policy instance | 4 |
Insurance contract or identification number | 0914381 | Number of Individuals Covered | 117 | Insurance policy start date | 2018-06-01 | Insurance policy end date | 2018-12-31 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,255,520 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
Policy contract number | 10058871001 |
Policy instance | 3 |
Insurance contract or identification number | 10058871001 | Number of Individuals Covered | 1559 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $216,480 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 ) |
Policy contract number | VARIOUS |
Policy instance | 1 |
Insurance contract or identification number | VARIOUS | Number of Individuals Covered | 2059 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $17,957,467 | 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 number | TS05343685 |
Policy instance | 2 |
Insurance contract or identification number | TS05343685 | Number of Individuals Covered | 1636 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $30,000 | Total amount of fees paid to insurance company | USD $7,550 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $432,476 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $30,000 | Amount paid for insurance broker fees | 7550 | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION/ NON-MONETARY COMP | Insurance broker organization code? | 3 | Insurance broker name | GALLAGHER BENEFIT SERVICES |
|
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
Policy contract number | 10058871001 |
Policy instance | 3 |
Insurance contract or identification number | 10058871001 | Number of Individuals Covered | 1775 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $210,153 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
Policy contract number | 1063123 |
Policy instance | 4 |
Insurance contract or identification number | 1063123 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-05-31 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $320,605 | 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 number | TS05343685 |
Policy instance | 5 |
Insurance contract or identification number | TS05343685 | Number of Individuals Covered | 1520 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-01-31 | Total amount of fees paid to insurance company | USD $4,913 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $194,210 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 4913 | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION/ NON-MONETARY COMP | Insurance broker organization code? | 3 | Insurance broker name | GALLAGHER BENEFIT SERVICES |
|
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 ) |
Policy contract number | VARIOUS |
Policy instance | 1 |
Insurance contract or identification number | VARIOUS | Number of Individuals Covered | 2429 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $19,513,033 | 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 number | TS05343685 |
Policy instance | 2 |
Insurance contract or identification number | TS05343685 | Number of Individuals Covered | 3456 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,777,324 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 ) |
Policy contract number | 00122941 |
Policy instance | 1 |
Insurance contract or identification number | 00122941 | Number of Individuals Covered | 1181 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $9,049,902 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
WESTERN HEALTH ADVANTAGE (National Association of Insurance Commissioners NAIC id number: 6411 ) |
Policy contract number | 107204 |
Policy instance | 4 |
Insurance contract or identification number | 107204 | Insurance policy start date | 2013-06-01 | Insurance policy end date | 2014-05-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $5,863 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 ) |
Policy contract number | 00122941 |
Policy instance | 1 |
Insurance contract or identification number | 00122941 | Number of Individuals Covered | 1036 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $7,455,076 | 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 number | 231314 |
Policy instance | 2 |
Insurance contract or identification number | 231314 | Insurance policy start date | 2013-05-01 | Insurance policy end date | 2014-04-30 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $2,632,696 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00481150 |
Policy instance | 3 |
Insurance contract or identification number | 00481150 | Insurance policy start date | 2013-06-01 | Insurance policy end date | 2014-05-31 | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | OPTIONAL AD&D | Welfare Benefit Premiums Paid to Carrier | USD $360,464 | 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 number | TS05343685 |
Policy instance | 5 |
Insurance contract or identification number | TS05343685 | Number of Individuals Covered | 3310 | Insurance policy start date | 2014-06-01 | Insurance policy end date | 2014-12-31 | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $866,800 | 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 number | 231314 |
Policy instance | 2 |
Insurance contract or identification number | 231314 | Number of Individuals Covered | 889 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $5,502,139 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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WESTERN HEALTH ADVANTAGE (National Association of Insurance Commissioners NAIC id number: 6411 ) |
Policy contract number | 107204 |
Policy instance | 4 |
Insurance contract or identification number | 107204 | Number of Individuals Covered | 2 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $6,922 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00481150 |
Policy instance | 3 |
Insurance contract or identification number | 00481150 | Number of Individuals Covered | 1793 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | OPTIONAL AD&D | Welfare Benefit Premiums Paid to Carrier | USD $583,729 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 ) |
Policy contract number | 00122941 |
Policy instance | 1 |
Insurance contract or identification number | 00122941 | Number of Individuals Covered | 902 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $5,979,341 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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