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SOUTHERN CALIFORNIA LUMBER INDUSTRY WELFARE FUND 401k Plan overview

Plan NameSOUTHERN CALIFORNIA LUMBER INDUSTRY WELFARE FUND
Plan identification number 501

SOUTHERN CALIFORNIA LUMBER INDUSTRY WELFARE FUND Benefits

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

401k Sponsoring company profile

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

Company Name:BOARD OF TRUSTEES, SOUTHERN CALIFORNIA LUMBER
Employer identification number (EIN):956035120
NAIC Classification:321900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN CALIFORNIA LUMBER INDUSTRY WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01ANNETTE BEATTY
5012016-01-01ANNETTE BEATTY
5012015-01-01DENISE WAMPLER
5012014-01-01DENISE WAMPLER
5012013-01-01LANCE PHILLIPS
5012012-01-01REGINA TAYLOR
5012011-01-01REGINA TAYLOR
5012009-01-01REGINA TAYLOR

Plan Statistics for SOUTHERN CALIFORNIA LUMBER INDUSTRY WELFARE FUND

401k plan membership statisitcs for SOUTHERN CALIFORNIA LUMBER INDUSTRY WELFARE FUND

Measure Date Value
2022: SOUTHERN CALIFORNIA LUMBER INDUSTRY WELFARE FUND 2022 401k membership
Total participants, beginning-of-year2022-01-011,533
Total number of active participants reported on line 7a of the Form 55002022-01-011,511
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-011,511
Total participants2022-01-011,511
Number of employers contributing to the scheme2022-01-0152
2021: SOUTHERN CALIFORNIA LUMBER INDUSTRY WELFARE FUND 2021 401k membership
Total participants, beginning-of-year2021-01-011,613
Total number of active participants reported on line 7a of the Form 55002021-01-011,533
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-011,533
Total participants2021-01-011,533
Number of employers contributing to the scheme2021-01-0153
2020: SOUTHERN CALIFORNIA LUMBER INDUSTRY WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-01-011,530
Total number of active participants reported on line 7a of the Form 55002020-01-011,613
Total of all active and inactive participants2020-01-011,613
Total participants2020-01-011,613
Number of employers contributing to the scheme2020-01-0153
2019: SOUTHERN CALIFORNIA LUMBER INDUSTRY WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-01-011,602
Total number of active participants reported on line 7a of the Form 55002019-01-011,530
Total of all active and inactive participants2019-01-011,530
Total participants2019-01-011,530
Number of employers contributing to the scheme2019-01-0184
2018: SOUTHERN CALIFORNIA LUMBER INDUSTRY WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-01-011,316
Total number of active participants reported on line 7a of the Form 55002018-01-011,602
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 participants2018-01-011,602
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,602
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
Number of employers contributing to the scheme2018-01-0155
2017: SOUTHERN CALIFORNIA LUMBER INDUSTRY WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-01-011,599
Total number of active participants reported on line 7a of the Form 55002017-01-011,316
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 participants2017-01-011,316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,316
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-0194
2016: SOUTHERN CALIFORNIA LUMBER INDUSTRY WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-01-011,421
Total number of active participants reported on line 7a of the Form 55002016-01-011,599
Total of all active and inactive participants2016-01-011,599
Total participants2016-01-011,599
Number of employers contributing to the scheme2016-01-0158
2015: SOUTHERN CALIFORNIA LUMBER INDUSTRY WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-01-011,022
Total number of active participants reported on line 7a of the Form 55002015-01-011,421
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 participants2015-01-011,421
Total participants2015-01-011,421
Number of employers contributing to the scheme2015-01-0162
2014: SOUTHERN CALIFORNIA LUMBER INDUSTRY WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-01-011,051
Total number of active participants reported on line 7a of the Form 55002014-01-011,022
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 participants2014-01-011,022
Total participants2014-01-011,022
Number of employers contributing to the scheme2014-01-0151
2013: SOUTHERN CALIFORNIA LUMBER INDUSTRY WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-01-011,028
Total number of active participants reported on line 7a of the Form 55002013-01-011,051
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 participants2013-01-011,051
Total participants2013-01-011,051
Number of employers contributing to the scheme2013-01-0156
2012: SOUTHERN CALIFORNIA LUMBER INDUSTRY WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-01-011,120
Total number of active participants reported on line 7a of the Form 55002012-01-011,028
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 participants2012-01-011,028
Total participants2012-01-011,028
Number of employers contributing to the scheme2012-01-0157
2011: SOUTHERN CALIFORNIA LUMBER INDUSTRY WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-01-011,807
Total number of active participants reported on line 7a of the Form 55002011-01-011,120
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 participants2011-01-011,120
Total participants2011-01-011,120
Number of employers contributing to the scheme2011-01-0169
2009: SOUTHERN CALIFORNIA LUMBER INDUSTRY WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-01-012,476
Total number of active participants reported on line 7a of the Form 55002009-01-011,989
Total of all active and inactive participants2009-01-011,989
Total participants2009-01-011,989
Number of employers contributing to the scheme2009-01-0182

Financial Data on SOUTHERN CALIFORNIA LUMBER INDUSTRY WELFARE FUND

Measure Date Value
2022 : SOUTHERN CALIFORNIA LUMBER INDUSTRY WELFARE FUND 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,538,296
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,573,160
Total income from all sources (including contributions)2022-12-31$14,361,549
Total of all expenses incurred2022-12-31$17,088,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$16,224,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$14,813,430
Value of total assets at end of year2022-12-31$13,729,557
Value of total assets at beginning of year2022-12-31$15,491,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$863,522
Total interest from all sources2022-12-31$5,441
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$218,250
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$218,250
Administrative expenses professional fees incurred2022-12-31$176,935
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$39,994
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$167,753
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$132,680
Other income not declared elsewhere2022-12-31$194
Administrative expenses (other) incurred2022-12-31$112,596
Liabilities. Value of operating payables at end of year2022-12-31$55,295
Liabilities. Value of operating payables at beginning of year2022-12-31$60,394
Total non interest bearing cash at end of year2022-12-31$-227,906
Total non interest bearing cash at beginning of year2022-12-31$18,108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,726,726
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,191,261
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,917,987
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$4,116
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$11,129,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$13,076,163
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$290,398
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$49,187
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$49,187
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$5,441
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$11,591,642
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-675,766
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$14,773,436
Employer contributions (assets) at end of year2022-12-31$1,358,263
Employer contributions (assets) at beginning of year2022-12-31$1,294,307
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,633,111
Contract administrator fees2022-12-31$569,875
Liabilities. Value of benefit claims payable at end of year2022-12-31$4,483,001
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$3,512,766
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$1,011,993
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$920,702
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2022-12-31952036255
2021 : SOUTHERN CALIFORNIA LUMBER INDUSTRY WELFARE FUND 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,573,160
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,210,894
Total income from all sources (including contributions)2021-12-31$14,335,460
Total of all expenses incurred2021-12-31$15,108,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$14,207,708
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$14,322,619
Value of total assets at end of year2021-12-31$15,491,147
Value of total assets at beginning of year2021-12-31$15,901,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$900,738
Total interest from all sources2021-12-31$8
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$162,608
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$162,608
Administrative expenses professional fees incurred2021-12-31$168,227
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$63,303
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$132,680
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$70,003
Other income not declared elsewhere2021-12-31$18,121
Administrative expenses (other) incurred2021-12-31$159,610
Liabilities. Value of operating payables at end of year2021-12-31$60,394
Liabilities. Value of operating payables at beginning of year2021-12-31$24,292
Total non interest bearing cash at end of year2021-12-31$18,108
Total non interest bearing cash at beginning of year2021-12-31$387,121
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-772,986
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,917,987
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,690,973
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$3,445
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$13,076,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,481,451
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$49,187
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$4,460
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$4,460
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$8
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$10,554,383
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-167,896
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$14,259,316
Employer contributions (assets) at end of year2021-12-31$1,294,307
Employer contributions (assets) at beginning of year2021-12-31$1,123,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,653,325
Contract administrator fees2021-12-31$569,456
Liabilities. Value of benefit claims payable at end of year2021-12-31$3,512,766
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$3,186,602
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$920,702
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$835,296
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$7,530,524
Aggregate carrying amount (costs) on sale of assets2021-12-31$7,530,524
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2021-12-31952036255
2020 : SOUTHERN CALIFORNIA LUMBER INDUSTRY WELFARE FUND 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,210,894
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,918,061
Total income from all sources (including contributions)2020-12-31$13,988,401
Total loss/gain on sale of assets2020-12-31$-1,309
Total of all expenses incurred2020-12-31$13,205,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$12,384,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$13,531,885
Value of total assets at end of year2020-12-31$15,901,867
Value of total assets at beginning of year2020-12-31$15,826,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$820,889
Total interest from all sources2020-12-31$68
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$332,815
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$332,815
Administrative expenses professional fees incurred2020-12-31$167,703
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$57,073
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$70,003
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$76,355
Other income not declared elsewhere2020-12-31$5,647
Administrative expenses (other) incurred2020-12-31$99,329
Liabilities. Value of operating payables at end of year2020-12-31$24,292
Liabilities. Value of operating payables at beginning of year2020-12-31$43,873
Total non interest bearing cash at end of year2020-12-31$387,121
Total non interest bearing cash at beginning of year2020-12-31$184,619
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$782,966
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,690,973
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,908,007
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$3,396
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,481,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$13,330,649
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$4,460
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$20,925
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$20,925
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$68
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$9,297,923
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$119,295
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$13,474,812
Employer contributions (assets) at end of year2020-12-31$1,123,536
Employer contributions (assets) at beginning of year2020-12-31$1,359,017
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,086,623
Contract administrator fees2020-12-31$550,461
Liabilities. Value of benefit claims payable at end of year2020-12-31$3,186,602
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$3,874,188
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$835,296
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$854,503
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$3,283,967
Aggregate carrying amount (costs) on sale of assets2020-12-31$3,285,276
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2020-12-31952036255
2019 : SOUTHERN CALIFORNIA LUMBER INDUSTRY WELFARE FUND 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,918,061
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,434,674
Total income from all sources (including contributions)2019-12-31$14,145,069
Total of all expenses incurred2019-12-31$14,591,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$13,764,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$13,562,439
Value of total assets at end of year2019-12-31$15,826,068
Value of total assets at beginning of year2019-12-31$15,789,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$827,606
Total interest from all sources2019-12-31$2,808
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$306,471
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$306,471
Administrative expenses professional fees incurred2019-12-31$183,856
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$14,731
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$76,355
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$68,334
Other income not declared elsewhere2019-12-31$52,659
Administrative expenses (other) incurred2019-12-31$89,438
Liabilities. Value of operating payables at end of year2019-12-31$43,873
Liabilities. Value of operating payables at beginning of year2019-12-31$26,192
Total non interest bearing cash at end of year2019-12-31$184,619
Total non interest bearing cash at beginning of year2019-12-31$868,197
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-446,652
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,908,007
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,354,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$3,397
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$13,330,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,803,487
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$20,925
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$96,759
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$96,759
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,808
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$10,294,195
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$220,692
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$13,547,708
Employer contributions (assets) at end of year2019-12-31$1,359,017
Employer contributions (assets) at beginning of year2019-12-31$1,163,227
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,469,920
Contract administrator fees2019-12-31$550,915
Liabilities. Value of benefit claims payable at end of year2019-12-31$3,874,188
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$3,408,482
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$854,503
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$789,329
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$1,398,447
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,398,447
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2019-12-31952036255
2018 : SOUTHERN CALIFORNIA LUMBER INDUSTRY WELFARE FUND 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,434,674
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,558,974
Total income from all sources (including contributions)2018-12-31$13,444,441
Total of all expenses incurred2018-12-31$14,053,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$13,184,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$13,309,121
Value of total assets at end of year2018-12-31$15,789,333
Value of total assets at beginning of year2018-12-31$15,522,441
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$868,818
Total interest from all sources2018-12-31$7,222
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$292,982
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$292,982
Administrative expenses professional fees incurred2018-12-31$223,321
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$34,264
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$68,334
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$78,036
Other income not declared elsewhere2018-12-31$15
Administrative expenses (other) incurred2018-12-31$89,741
Liabilities. Value of operating payables at end of year2018-12-31$26,192
Liabilities. Value of operating payables at beginning of year2018-12-31$19,772
Total non interest bearing cash at end of year2018-12-31$868,197
Total non interest bearing cash at beginning of year2018-12-31$850,512
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-608,808
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,354,659
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,963,467
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$3,352
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$12,803,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$12,675,405
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$96,759
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$70,778
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$70,778
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$7,222
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$9,718,157
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-164,899
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$13,274,857
Employer contributions (assets) at end of year2018-12-31$1,163,227
Employer contributions (assets) at beginning of year2018-12-31$1,089,780
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,466,274
Contract administrator fees2018-12-31$552,404
Liabilities. Value of benefit claims payable at end of year2018-12-31$3,408,482
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$2,539,202
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$789,329
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$757,930
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$3,122,591
Aggregate carrying amount (costs) on sale of assets2018-12-31$3,122,591
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2018-12-31952036255
2017 : SOUTHERN CALIFORNIA LUMBER INDUSTRY WELFARE FUND 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,558,974
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,653,517
Total income from all sources (including contributions)2017-12-31$12,936,641
Total of all expenses incurred2017-12-31$12,969,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$12,149,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$12,739,482
Value of total assets at end of year2017-12-31$15,522,441
Value of total assets at beginning of year2017-12-31$15,649,963
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$819,845
Total interest from all sources2017-12-31$901
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$197,207
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$197,207
Administrative expenses professional fees incurred2017-12-31$177,014
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
Contributions received from participants2017-12-31$18,483
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$78,036
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$15,295
Other income not declared elsewhere2017-12-31$12,111
Administrative expenses (other) incurred2017-12-31$110,781
Liabilities. Value of operating payables at end of year2017-12-31$19,772
Liabilities. Value of operating payables at beginning of year2017-12-31$19,801
Total non interest bearing cash at end of year2017-12-31$850,512
Total non interest bearing cash at beginning of year2017-12-31$931,163
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-32,979
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,963,467
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,996,446
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$3,416
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$12,675,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$12,491,258
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$70,778
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$255,849
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$255,849
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$901
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$9,497,954
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$-13,060
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$12,720,999
Employer contributions (assets) at end of year2017-12-31$1,089,780
Employer contributions (assets) at beginning of year2017-12-31$1,105,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,651,821
Contract administrator fees2017-12-31$528,634
Liabilities. Value of benefit claims payable at end of year2017-12-31$2,539,202
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$2,633,716
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$757,930
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$850,775
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$3,584,351
Aggregate carrying amount (costs) on sale of assets2017-12-31$3,584,351
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2017-12-31952036255
2016 : SOUTHERN CALIFORNIA LUMBER INDUSTRY WELFARE FUND 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,653,517
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,531,251
Total income from all sources (including contributions)2016-12-31$12,427,344
Total of all expenses incurred2016-12-31$12,279,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$11,478,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$12,194,189
Value of total assets at end of year2016-12-31$15,649,963
Value of total assets at beginning of year2016-12-31$16,380,229
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$801,437
Total interest from all sources2016-12-31$1,972
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$145,151
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$145,151
Administrative expenses professional fees incurred2016-12-31$194,673
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$24,221
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$15,295
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$589,361
Other income not declared elsewhere2016-12-31$17,053
Administrative expenses (other) incurred2016-12-31$103,450
Liabilities. Value of operating payables at end of year2016-12-31$19,801
Liabilities. Value of operating payables at beginning of year2016-12-31$1,124,929
Total non interest bearing cash at end of year2016-12-31$931,163
Total non interest bearing cash at beginning of year2016-12-31$582,600
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$147,468
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,996,446
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,848,978
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$4,923
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$12,491,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,577,128
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$255,849
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,946,052
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,946,052
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,972
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$9,174,326
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$68,979
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$12,169,968
Employer contributions (assets) at end of year2016-12-31$1,105,623
Employer contributions (assets) at beginning of year2016-12-31$965,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,304,113
Contract administrator fees2016-12-31$498,391
Liabilities. Value of benefit claims payable at end of year2016-12-31$2,633,716
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$2,406,322
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$850,775
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$719,500
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$12,320,454
Aggregate carrying amount (costs) on sale of assets2016-12-31$12,320,454
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2016-12-31952036255
2015 : SOUTHERN CALIFORNIA LUMBER INDUSTRY WELFARE FUND 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,531,251
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,812,459
Total income from all sources (including contributions)2015-12-31$11,182,973
Total of all expenses incurred2015-12-31$11,032,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$10,253,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$11,115,184
Value of total assets at end of year2015-12-31$16,380,229
Value of total assets at beginning of year2015-12-31$14,510,949
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$779,265
Total interest from all sources2015-12-31$573
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$130,917
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$130,917
Administrative expenses professional fees incurred2015-12-31$182,880
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$57,794
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$589,361
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$14,045
Other income not declared elsewhere2015-12-31$17,468
Administrative expenses (other) incurred2015-12-31$126,011
Liabilities. Value of operating payables at end of year2015-12-31$1,124,929
Liabilities. Value of operating payables at beginning of year2015-12-31$8,225
Total non interest bearing cash at end of year2015-12-31$582,600
Total non interest bearing cash at beginning of year2015-12-31$799,545
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$150,488
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,848,978
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,698,490
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$5,038
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$11,577,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,527,380
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,946,052
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$987,576
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$987,576
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$573
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$7,598,422
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-81,169
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$11,057,390
Employer contributions (assets) at end of year2015-12-31$965,588
Employer contributions (assets) at beginning of year2015-12-31$613,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,654,798
Contract administrator fees2015-12-31$465,336
Liabilities. Value of benefit claims payable at end of year2015-12-31$2,406,322
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$1,804,234
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$719,500
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$568,588
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$10,133,715
Aggregate carrying amount (costs) on sale of assets2015-12-31$10,133,715
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2015-12-31952036255
2014 : SOUTHERN CALIFORNIA LUMBER INDUSTRY WELFARE FUND 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,812,459
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,092,474
Total income from all sources (including contributions)2014-12-31$9,366,142
Total of all expenses incurred2014-12-31$9,634,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,941,388
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$9,283,455
Value of total assets at end of year2014-12-31$14,510,949
Value of total assets at beginning of year2014-12-31$15,059,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$693,595
Total interest from all sources2014-12-31$84
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$172,835
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$172,835
Administrative expenses professional fees incurred2014-12-31$184,950
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$61,337
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$14,045
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$19,671
Other income not declared elsewhere2014-12-31$999
Administrative expenses (other) incurred2014-12-31$90,412
Liabilities. Value of operating payables at end of year2014-12-31$8,225
Liabilities. Value of operating payables at beginning of year2014-12-31$23,018
Total non interest bearing cash at end of year2014-12-31$799,545
Total non interest bearing cash at beginning of year2014-12-31$730,087
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-268,841
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,698,490
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,967,331
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$4,886
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$11,527,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,445,776
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$987,576
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,357,850
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,357,850
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$84
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$7,055,577
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-91,231
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$9,222,118
Employer contributions (assets) at end of year2014-12-31$613,815
Employer contributions (assets) at beginning of year2014-12-31$909,663
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,885,811
Contract administrator fees2014-12-31$413,347
Liabilities. Value of benefit claims payable at end of year2014-12-31$1,804,234
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$2,069,456
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$568,588
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$596,758
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$9,139,376
Aggregate carrying amount (costs) on sale of assets2014-12-31$9,139,376
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2014-12-31952036255
2013 : SOUTHERN CALIFORNIA LUMBER INDUSTRY WELFARE FUND 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,092,474
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,732,671
Total income from all sources (including contributions)2013-12-31$9,983,265
Total of all expenses incurred2013-12-31$9,786,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$9,106,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$9,930,537
Value of total assets at end of year2013-12-31$15,059,805
Value of total assets at beginning of year2013-12-31$14,503,647
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$680,668
Total interest from all sources2013-12-31$52
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$153,084
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$153,084
Administrative expenses professional fees incurred2013-12-31$189,579
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$119,836
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$19,671
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$11,694
Other income not declared elsewhere2013-12-31$337
Administrative expenses (other) incurred2013-12-31$79,549
Liabilities. Value of operating payables at end of year2013-12-31$23,018
Liabilities. Value of operating payables at beginning of year2013-12-31$35,213
Total non interest bearing cash at end of year2013-12-31$730,087
Total non interest bearing cash at beginning of year2013-12-31$-126,553
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$196,355
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,967,331
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,770,976
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$4,967
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$11,445,776
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,393,437
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,357,850
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,753,707
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,753,707
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$52
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$7,279,993
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-100,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$9,810,701
Employer contributions (assets) at end of year2013-12-31$909,663
Employer contributions (assets) at beginning of year2013-12-31$874,786
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,826,249
Contract administrator fees2013-12-31$406,573
Liabilities. Value of benefit claims payable at end of year2013-12-31$2,069,456
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$1,697,458
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$596,758
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$596,576
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$11,967,507
Aggregate carrying amount (costs) on sale of assets2013-12-31$11,967,507
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2013-12-31952036255
2012 : SOUTHERN CALIFORNIA LUMBER INDUSTRY WELFARE FUND 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,732,671
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,006,243
Total income from all sources (including contributions)2012-12-31$10,635,558
Total of all expenses incurred2012-12-31$9,557,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$8,861,580
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$10,168,456
Value of total assets at end of year2012-12-31$14,503,647
Value of total assets at beginning of year2012-12-31$13,699,215
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$695,974
Total interest from all sources2012-12-31$21
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$202,975
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$202,975
Administrative expenses professional fees incurred2012-12-31$201,294
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$188,669
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$11,694
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$9,521
Other income not declared elsewhere2012-12-31$27
Administrative expenses (other) incurred2012-12-31$80,994
Liabilities. Value of operating payables at end of year2012-12-31$35,213
Liabilities. Value of operating payables at beginning of year2012-12-31$19,410
Total non interest bearing cash at end of year2012-12-31$-126,553
Total non interest bearing cash at beginning of year2012-12-31$552,859
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$1,078,004
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,770,976
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,692,972
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$4,748
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$11,393,437
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,926,383
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,753,707
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$275,312
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$275,312
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$21
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$7,370,807
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$264,079
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$9,979,787
Employer contributions (assets) at end of year2012-12-31$874,786
Employer contributions (assets) at beginning of year2012-12-31$1,218,167
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,490,773
Contract administrator fees2012-12-31$408,938
Liabilities. Value of benefit claims payable at end of year2012-12-31$1,697,458
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$1,986,833
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$596,576
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$716,973
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
Aggregate proceeds on sale of assets2012-12-31$8,181,992
Aggregate carrying amount (costs) on sale of assets2012-12-31$8,181,992
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2012-12-31952036255
2011 : SOUTHERN CALIFORNIA LUMBER INDUSTRY WELFARE FUND 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,006,243
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,343,826
Total income from all sources (including contributions)2011-12-31$14,601,585
Total of all expenses incurred2011-12-31$13,960,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$13,162,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$14,415,884
Value of total assets at end of year2011-12-31$13,699,215
Value of total assets at beginning of year2011-12-31$14,395,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$798,002
Total interest from all sources2011-12-31$37
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$286,260
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$286,260
Administrative expenses professional fees incurred2011-12-31$217,654
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$239,165
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$9,521
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$180,977
Other income not declared elsewhere2011-12-31$43,107
Administrative expenses (other) incurred2011-12-31$112,922
Liabilities. Value of operating payables at end of year2011-12-31$19,410
Liabilities. Value of operating payables at beginning of year2011-12-31$39,912
Total non interest bearing cash at end of year2011-12-31$552,859
Total non interest bearing cash at beginning of year2011-12-31$244,274
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$640,877
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,692,972
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,052,095
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
Investment advisory and management fees2011-12-31$4,508
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$10,926,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,983,826
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$275,312
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$663,674
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$663,674
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$37
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$10,960,547
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-143,703
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$14,176,719
Employer contributions (assets) at end of year2011-12-31$1,218,167
Employer contributions (assets) at beginning of year2011-12-31$1,287,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,202,159
Contract administrator fees2011-12-31$462,918
Liabilities. Value of benefit claims payable at end of year2011-12-31$1,986,833
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$3,303,914
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$716,973
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$1,035,198
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$14,198,192
Aggregate carrying amount (costs) on sale of assets2011-12-31$14,198,192
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN2011-12-31952036255
2010 : SOUTHERN CALIFORNIA LUMBER INDUSTRY WELFARE FUND 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,343,826
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,199,110
Total income from all sources (including contributions)2010-12-31$15,235,540
Total of all expenses incurred2010-12-31$15,216,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$14,432,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$14,439,696
Value of total assets at end of year2010-12-31$14,395,921
Value of total assets at beginning of year2010-12-31$14,232,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$783,700
Total interest from all sources2010-12-31$136
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$180,910
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$382,670
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$180,977
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$221,318
Other income not declared elsewhere2010-12-31$450,465
Administrative expenses (other) incurred2010-12-31$118,110
Liabilities. Value of operating payables at end of year2010-12-31$39,912
Liabilities. Value of operating payables at beginning of year2010-12-31$31,502
Total non interest bearing cash at end of year2010-12-31$244,274
Total non interest bearing cash at beginning of year2010-12-31$71,282
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$18,876
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,052,095
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$11,033,219
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
Investment advisory and management fees2010-12-31$4,691
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$10,983,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$10,638,583
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$663,674
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,105,889
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,105,889
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$136
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$11,639,828
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$345,243
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$14,057,026
Employer contributions (assets) at end of year2010-12-31$1,287,972
Employer contributions (assets) at beginning of year2010-12-31$1,186,170
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,793,136
Contract administrator fees2010-12-31$479,989
Liabilities. Value of benefit claims payable at end of year2010-12-31$3,303,914
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$3,167,608
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$1,035,198
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$1,009,087
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
Aggregate proceeds on sale of assets2010-12-31$14,456,643
Aggregate carrying amount (costs) on sale of assets2010-12-31$14,456,643
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN2010-12-31952036255

Form 5500 Responses for SOUTHERN CALIFORNIA LUMBER INDUSTRY WELFARE FUND

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

Insurance Providers Used on plan

UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. (National Association of Insurance Commissioners NAIC id number: 95789 )
Policy contract number921683
Policy instance 4
Insurance contract or identification number921683
Number of Individuals Covered1412
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL 10195
Policy instance 3
Insurance contract or identification numberSL 10195
Number of Individuals Covered532
Insurance policy start date2021-06-01
Insurance policy end date2022-05-31
Welfare Benefit Premiums Paid to CarrierUSD $369,955
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 number109762
Policy instance 2
Insurance contract or identification number109762
Number of Individuals Covered2125
Insurance policy start date2021-09-01
Insurance policy end date2022-08-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,521,451
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-8342; C-8342
Policy instance 1
Insurance contract or identification numberG-8342; C-8342
Number of Individuals Covered1278
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedPOOLED AD & D
Welfare Benefit Premiums Paid to CarrierUSD $111,490
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-8342; C-8342
Policy instance 1
Insurance contract or identification numberG-8342; C-8342
Number of Individuals Covered1279
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedPOOLED AD & D
Welfare Benefit Premiums Paid to CarrierUSD $103,313
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 number109762
Policy instance 2
Insurance contract or identification number109762
Number of Individuals Covered2365
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,298,253
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL 10195
Policy instance 3
Insurance contract or identification numberSL 10195
Number of Individuals Covered548
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
Welfare Benefit Premiums Paid to CarrierUSD $333,771
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. (National Association of Insurance Commissioners NAIC id number: 95789 )
Policy contract number921683
Policy instance 4
Insurance contract or identification number921683
Number of Individuals Covered1469
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number109762
Policy instance 2
Insurance contract or identification number109762
Number of Individuals Covered2324
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,784,390
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-8342; C-8342
Policy instance 1
Insurance contract or identification numberG-8342; C-8342
Number of Individuals Covered1245
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedPOOLED AD & D
Welfare Benefit Premiums Paid to CarrierUSD $101,827
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. (National Association of Insurance Commissioners NAIC id number: 95789 )
Policy contract number921683
Policy instance 4
Insurance contract or identification number921683
Number of Individuals Covered1593
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL 10195
Policy instance 3
Insurance contract or identification numberSL 10195
Number of Individuals Covered530
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Welfare Benefit Premiums Paid to CarrierUSD $355,515
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-8342; C-8342
Policy instance 3
Insurance contract or identification numberG-8342; C-8342
Number of Individuals Covered1299
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedPOOLED AD & D
Welfare Benefit Premiums Paid to CarrierUSD $38,664
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. (National Association of Insurance Commissioners NAIC id number: 95789 )
Policy contract number921683
Policy instance 4
Insurance contract or identification number921683
Number of Individuals Covered1589
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number109762
Policy instance 2
Insurance contract or identification number109762
Number of Individuals Covered2324
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,882,151
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL 10195
Policy instance 1
Insurance contract or identification numberSL 10195
Number of Individuals Covered545
Insurance policy start date2018-06-01
Insurance policy end date2019-05-31
Welfare Benefit Premiums Paid to CarrierUSD $386,328
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-8342; C-8342
Policy instance 5
Insurance contract or identification numberG-8342; C-8342
Number of Individuals Covered1323
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedPOOLED AD & D
Welfare Benefit Premiums Paid to CarrierUSD $37,315
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 number109762
Policy instance 2
Insurance contract or identification number109762
Number of Individuals Covered2353
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,330,509
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number76163
Policy instance 1
Insurance contract or identification number76163
Number of Individuals Covered4
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $145,925
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL 10195
Policy instance 4
Insurance contract or identification numberSL 10195
Number of Individuals Covered540
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
Welfare Benefit Premiums Paid to CarrierUSD $318,776
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. (National Association of Insurance Commissioners NAIC id number: 95789 )
Policy contract number921683
Policy instance 3
Insurance contract or identification number921683
Number of Individuals Covered1560
Insurance policy start date2018-09-01
Insurance policy end date2018-12-31
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-8342; C-8342
Policy instance 3
Insurance contract or identification numberG-8342; C-8342
Number of Individuals Covered1242
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedPOOLED AD & D
Welfare Benefit Premiums Paid to CarrierUSD $35,908
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL 10195
Policy instance 1
Insurance contract or identification numberSL 10195
Number of Individuals Covered473
Insurance policy start date2016-06-01
Insurance policy end date2017-05-31
Welfare Benefit Premiums Paid to CarrierUSD $282,079
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 number109762
Policy instance 4
Insurance contract or identification number109762
Number of Individuals Covered2398
Insurance policy start date2016-09-01
Insurance policy end date2017-08-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,165,720
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number76163
Policy instance 2
Insurance contract or identification number76163
Number of Individuals Covered655
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $222,221
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-8342; C-8342
Policy instance 5
Insurance contract or identification numberG-8342; C-8342
Number of Individuals Covered1163
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedPOOLED AD & D
Welfare Benefit Premiums Paid to CarrierUSD $32,696
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 number109762
Policy instance 4
Insurance contract or identification number109762
Number of Individuals Covered2267
Insurance policy start date2014-09-01
Insurance policy end date2015-08-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,340,714
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number76163
Policy instance 3
Insurance contract or identification number76163
Number of Individuals Covered1611
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $162,883
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL 10195
Policy instance 2
Insurance contract or identification numberSL 10195
Number of Individuals Covered212
Insurance policy start date2014-06-01
Insurance policy end date2015-05-31
Welfare Benefit Premiums Paid to CarrierUSD $91,810
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number0737112HNO
Policy instance 1
Insurance contract or identification number0737112HNO
Number of Individuals Covered77
Insurance policy start date2014-09-01
Insurance policy end date2015-08-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $379,532
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number949-5069
Policy instance 1
Insurance contract or identification number949-5069
Number of Individuals Covered183
Insurance policy start date2014-01-01
Insurance policy end date2014-05-31
Welfare Benefit Premiums Paid to CarrierUSD $40,499
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 number109762
Policy instance 2
Insurance contract or identification number109762
Number of Individuals Covered1905
Insurance policy start date2013-09-01
Insurance policy end date2014-08-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,353,335
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberUS408487
Policy instance 3
Insurance contract or identification numberUS408487
Number of Individuals Covered123
Insurance policy start date2013-09-01
Insurance policy end date2014-08-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $838,292
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-8342; C-8342
Policy instance 4
Insurance contract or identification numberG-8342; C-8342
Number of Individuals Covered945
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedPOOLED AD & D
Welfare Benefit Premiums Paid to CarrierUSD $29,201
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL PLAN OF ARKANSAS (National Association of Insurance Commissioners NAIC id number: 81396 )
Policy contract number76163
Policy instance 5
Insurance contract or identification number76163
Number of Individuals Covered475
Insurance policy start date2013-09-01
Insurance policy end date2014-08-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $47,918
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number949-4974
Policy instance 1
Insurance contract or identification number949-4974
Number of Individuals Covered85
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Welfare Benefit Premiums Paid to CarrierUSD $131,747
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-8342; C-8342
Policy instance 5
Insurance contract or identification numberG-8342; C-8342
Number of Individuals Covered816
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedPOOLED AD & D
Welfare Benefit Premiums Paid to CarrierUSD $26,460
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberUS408487
Policy instance 4
Insurance contract or identification numberUS408487
Number of Individuals Covered220
Insurance policy start date2012-09-01
Insurance policy end date2013-08-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,043,549
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number76163
Policy instance 2
Insurance contract or identification number76163
Number of Individuals Covered453
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $146,785
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 number109762
Policy instance 3
Insurance contract or identification number109762
Number of Individuals Covered1717
Insurance policy start date2012-09-01
Insurance policy end date2013-08-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,863,030
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number06163
Policy instance 2
Insurance contract or identification number06163
Number of Individuals Covered517
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $161,662
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number949-1794
Policy instance 5
Insurance contract or identification number949-1794
Number of Individuals Covered260
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Welfare Benefit Premiums Paid to CarrierUSD $70,156
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberUS408487
Policy instance 4
Insurance contract or identification numberUS408487
Number of Individuals Covered235
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,209,243
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 number109762
Policy instance 3
Insurance contract or identification number109762
Number of Individuals Covered1871
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,658,429
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-8342; C-8342
Policy instance 1
Insurance contract or identification numberG-8342; C-8342
Number of Individuals Covered819
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedPOOLED AD & D
Welfare Benefit Premiums Paid to CarrierUSD $26,712
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberFOOTNOTE 1
Policy instance 4
Insurance contract or identification numberFOOTNOTE 1
Number of Individuals Covered563
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIMNSA HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number209
Policy instance 7
Insurance contract or identification number209
Number of Individuals Covered15
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $248,918
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberUS408487
Policy instance 2
Insurance contract or identification numberUS408487
Number of Individuals Covered664
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,071,416
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-8342; C-8342
Policy instance 6
Insurance contract or identification numberG-8342; C-8342
Number of Individuals Covered1011
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedPOOLED AD & D
Welfare Benefit Premiums Paid to CarrierUSD $34,974
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )
Policy contract number17082
Policy instance 5
Insurance contract or identification number17082
Number of Individuals Covered222
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $42,436
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number299-6236
Policy instance 1
Insurance contract or identification number299-6236
Number of Individuals Covered233
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Welfare Benefit Premiums Paid to CarrierUSD $78,037
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 number109762
Policy instance 3
Insurance contract or identification number109762
Number of Individuals Covered2402
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,111,870
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIMNSA HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number209
Policy instance 3
Insurance contract or identification number209
Number of Individuals Covered143
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $191,062
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberUS408487
Policy instance 1
Insurance contract or identification numberUS408487
Number of Individuals Covered818
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,319,391
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-8342; C-8342
Policy instance 6
Insurance contract or identification numberG-8342; C-8342
Number of Individuals Covered1149
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedPOOLED AD&D
Welfare Benefit Premiums Paid to CarrierUSD $36,745
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 number109762
Policy instance 5
Insurance contract or identification number109762
Number of Individuals Covered1100
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,712,587
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )
Policy contract number17082M001002003
Policy instance 4
Insurance contract or identification number17082M001002003
Number of Individuals Covered290
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $50,826
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberFOOTNOTE 1
Policy instance 2
Insurance contract or identification numberFOOTNOTE 1
Number of Individuals Covered632
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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