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FOOD EMPLOYERS & BAKERY & CONFECTIONERY WORKERS BENEFIT FUND OF SOUTHERN CALIFORNIA 401k Plan overview

Plan NameFOOD EMPLOYERS & BAKERY & CONFECTIONERY WORKERS BENEFIT FUND OF SOUTHERN CALIFORNIA
Plan identification number 501

FOOD EMPLOYERS & BAKERY & CONFECTIONERY WORKERS BENEFIT FUND OF SOUTHERN CALIFORNIA Benefits

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

401k Sponsoring company profile

FOOD EMPLOYERS & BAKERY & CONFECTIONERY WORKERS BENEFIT FUND OF SOUTHE has sponsored the creation of one or more 401k plans.

Company Name:FOOD EMPLOYERS & BAKERY & CONFECTIONERY WORKERS BENEFIT FUND OF SOUTHE
Employer identification number (EIN):956134346
NAIC Classification:311800
NAIC Description: Bakeries and Tortilla Manufacturing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FOOD EMPLOYERS & BAKERY & CONFECTIONERY WORKERS BENEFIT FUND OF SOUTHERN CALIFORNIA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-07-01DOYLE TOWNSON2023-04-06 DOYLE TOWNSON2023-04-06
5012020-07-01DOYLE TOWNSON2022-04-05 DOYLE TOWNSON2022-04-05
5012019-07-01DOYLE TOWNSON2021-02-23 DOYLE TOWNSON2021-02-23
5012018-07-01DOYLE TOWNSON2020-02-25 DOYLE TOWNSON2020-02-25
5012017-07-01DOYLE TOWNSON2019-02-26 DOYLE TOWNSON2019-02-26
5012016-07-01
5012015-07-01
5012014-07-01
5012013-07-01
5012012-07-01DOYLE TOWNSON
5012011-07-01DOYLE TOWNSON
5012009-07-01RANDY HENNINGFIELD

Plan Statistics for FOOD EMPLOYERS & BAKERY & CONFECTIONERY WORKERS BENEFIT FUND OF SOUTHERN CALIFORNIA

401k plan membership statisitcs for FOOD EMPLOYERS & BAKERY & CONFECTIONERY WORKERS BENEFIT FUND OF SOUTHERN CALIFORNIA

Measure Date Value
2021: FOOD EMPLOYERS & BAKERY & CONFECTIONERY WORKERS BENEFIT FUND OF SOUTHERN CALIFORNIA 2021 401k membership
Total participants, beginning-of-year2021-07-011,153
Total number of active participants reported on line 7a of the Form 55002021-07-01899
Number of retired or separated participants receiving benefits2021-07-01192
Total of all active and inactive participants2021-07-011,091
Number of employers contributing to the scheme2021-07-015
2020: FOOD EMPLOYERS & BAKERY & CONFECTIONERY WORKERS BENEFIT FUND OF SOUTHERN CALIFORNIA 2020 401k membership
Total participants, beginning-of-year2020-07-011,223
Total number of active participants reported on line 7a of the Form 55002020-07-01972
Number of retired or separated participants receiving benefits2020-07-01181
Total of all active and inactive participants2020-07-011,153
Number of employers contributing to the scheme2020-07-015
2019: FOOD EMPLOYERS & BAKERY & CONFECTIONERY WORKERS BENEFIT FUND OF SOUTHERN CALIFORNIA 2019 401k membership
Total participants, beginning-of-year2019-07-011,259
Total number of active participants reported on line 7a of the Form 55002019-07-011,011
Number of retired or separated participants receiving benefits2019-07-01212
Total of all active and inactive participants2019-07-011,223
Number of employers contributing to the scheme2019-07-015
2018: FOOD EMPLOYERS & BAKERY & CONFECTIONERY WORKERS BENEFIT FUND OF SOUTHERN CALIFORNIA 2018 401k membership
Total participants, beginning-of-year2018-07-011,290
Total number of active participants reported on line 7a of the Form 55002018-07-011,041
Number of retired or separated participants receiving benefits2018-07-01218
Total of all active and inactive participants2018-07-011,259
Number of employers contributing to the scheme2018-07-015
2017: FOOD EMPLOYERS & BAKERY & CONFECTIONERY WORKERS BENEFIT FUND OF SOUTHERN CALIFORNIA 2017 401k membership
Total participants, beginning-of-year2017-07-011,297
Total number of active participants reported on line 7a of the Form 55002017-07-011,072
Number of retired or separated participants receiving benefits2017-07-01218
Total of all active and inactive participants2017-07-011,290
Number of employers contributing to the scheme2017-07-015
2016: FOOD EMPLOYERS & BAKERY & CONFECTIONERY WORKERS BENEFIT FUND OF SOUTHERN CALIFORNIA 2016 401k membership
Total participants, beginning-of-year2016-07-011,406
Total number of active participants reported on line 7a of the Form 55002016-07-011,076
Number of retired or separated participants receiving benefits2016-07-01221
Total of all active and inactive participants2016-07-011,297
Number of employers contributing to the scheme2016-07-015
2015: FOOD EMPLOYERS & BAKERY & CONFECTIONERY WORKERS BENEFIT FUND OF SOUTHERN CALIFORNIA 2015 401k membership
Total participants, beginning-of-year2015-07-011,701
Total number of active participants reported on line 7a of the Form 55002015-07-011,152
Number of retired or separated participants receiving benefits2015-07-01254
Total of all active and inactive participants2015-07-011,406
Number of employers contributing to the scheme2015-07-016
2014: FOOD EMPLOYERS & BAKERY & CONFECTIONERY WORKERS BENEFIT FUND OF SOUTHERN CALIFORNIA 2014 401k membership
Total participants, beginning-of-year2014-07-011,570
Total number of active participants reported on line 7a of the Form 55002014-07-011,316
Number of retired or separated participants receiving benefits2014-07-01385
Total of all active and inactive participants2014-07-011,701
Number of employers contributing to the scheme2014-07-017
2013: FOOD EMPLOYERS & BAKERY & CONFECTIONERY WORKERS BENEFIT FUND OF SOUTHERN CALIFORNIA 2013 401k membership
Total participants, beginning-of-year2013-07-011,550
Total number of active participants reported on line 7a of the Form 55002013-07-011,306
Number of retired or separated participants receiving benefits2013-07-01264
Total of all active and inactive participants2013-07-011,570
Number of employers contributing to the scheme2013-07-016
2012: FOOD EMPLOYERS & BAKERY & CONFECTIONERY WORKERS BENEFIT FUND OF SOUTHERN CALIFORNIA 2012 401k membership
Total participants, beginning-of-year2012-07-011,467
Total number of active participants reported on line 7a of the Form 55002012-07-011,291
Number of retired or separated participants receiving benefits2012-07-01259
Total of all active and inactive participants2012-07-011,550
Number of employers contributing to the scheme2012-07-016
2011: FOOD EMPLOYERS & BAKERY & CONFECTIONERY WORKERS BENEFIT FUND OF SOUTHERN CALIFORNIA 2011 401k membership
Total participants, beginning-of-year2011-07-011,635
Total number of active participants reported on line 7a of the Form 55002011-07-011,234
Number of retired or separated participants receiving benefits2011-07-01233
Total of all active and inactive participants2011-07-011,467
Number of employers contributing to the scheme2011-07-016
2009: FOOD EMPLOYERS & BAKERY & CONFECTIONERY WORKERS BENEFIT FUND OF SOUTHERN CALIFORNIA 2009 401k membership
Total participants, beginning-of-year2009-07-011,664
Total number of active participants reported on line 7a of the Form 55002009-07-011,351
Number of retired or separated participants receiving benefits2009-07-01259
Total of all active and inactive participants2009-07-011,610
Number of employers contributing to the scheme2009-07-016

Financial Data on FOOD EMPLOYERS & BAKERY & CONFECTIONERY WORKERS BENEFIT FUND OF SOUTHERN CALIFORNIA

Measure Date Value
2022 : FOOD EMPLOYERS & BAKERY & CONFECTIONERY WORKERS BENEFIT FUND OF SOUTHERN CALIFORNIA 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$2,762,649
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$2,449,738
Total income from all sources (including contributions)2022-06-30$12,405,181
Total of all expenses incurred2022-06-30$12,171,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$11,489,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$12,047,066
Value of total assets at end of year2022-06-30$15,277,096
Value of total assets at beginning of year2022-06-30$14,730,506
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$681,661
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$72,677
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$72,677
Administrative expenses professional fees incurred2022-06-30$255,117
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$479,043
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-06-30$320,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$29,516
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$40,017
Other income not declared elsewhere2022-06-30$568,678
Administrative expenses (other) incurred2022-06-30$186,240
Liabilities. Value of operating payables at end of year2022-06-30$54,649
Liabilities. Value of operating payables at beginning of year2022-06-30$61,738
Total non interest bearing cash at end of year2022-06-30$1,450,931
Total non interest bearing cash at beginning of year2022-06-30$241,303
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$233,679
Value of net assets at end of year (total assets less liabilities)2022-06-30$12,514,447
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$12,280,768
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$9,281,891
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$9,492,454
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$3,562,247
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$3,971,676
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$3,971,676
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$5,836,468
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-283,240
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$11,568,023
Employer contributions (assets) at end of year2022-06-30$952,511
Employer contributions (assets) at beginning of year2022-06-30$985,056
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$5,333,373
Contract administrator fees2022-06-30$240,304
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-06-30No
Liabilities. Value of benefit claims payable at end of year2022-06-30$2,708,000
Liabilities. Value of benefit claims payable at beginning of year2022-06-30$2,388,000
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30HENNINGFIELD & ASSOCIATES, INC.
Accountancy firm EIN2022-06-30542189926
2021 : FOOD EMPLOYERS & BAKERY & CONFECTIONERY WORKERS BENEFIT FUND OF SOUTHERN CALIFORNIA 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$2,449,738
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$2,608,104
Total income from all sources (including contributions)2021-06-30$13,061,008
Total of all expenses incurred2021-06-30$11,185,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$10,499,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$12,688,693
Value of total assets at end of year2021-06-30$14,730,506
Value of total assets at beginning of year2021-06-30$13,013,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$685,774
Total interest from all sources2021-06-30$2
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$79,855
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$79,855
Administrative expenses professional fees incurred2021-06-30$226,610
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$545,891
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-06-30$-184,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$40,017
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$427,250
Other income not declared elsewhere2021-06-30$320,514
Administrative expenses (other) incurred2021-06-30$204,427
Liabilities. Value of operating payables at end of year2021-06-30$61,738
Liabilities. Value of operating payables at beginning of year2021-06-30$36,104
Total non interest bearing cash at end of year2021-06-30$241,303
Total non interest bearing cash at beginning of year2021-06-30$709,060
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$1,875,330
Value of net assets at end of year (total assets less liabilities)2021-06-30$12,280,768
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$10,405,438
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$9,492,454
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$7,432,680
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$3,971,676
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$3,414,282
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$3,414,282
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$2
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$5,762,271
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$-28,056
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30Yes
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$12,142,802
Employer contributions (assets) at end of year2021-06-30$985,056
Employer contributions (assets) at beginning of year2021-06-30$1,030,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$4,921,633
Contract administrator fees2021-06-30$254,737
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-06-30No
Liabilities. Value of benefit claims payable at end of year2021-06-30$2,388,000
Liabilities. Value of benefit claims payable at beginning of year2021-06-30$2,572,000
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30HENNINGFIELD & ASSOCIATES, INC.
Accountancy firm EIN2021-06-30542189926
2020 : FOOD EMPLOYERS & BAKERY & CONFECTIONERY WORKERS BENEFIT FUND OF SOUTHERN CALIFORNIA 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$2,608,104
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$3,423,305
Total income from all sources (including contributions)2020-06-30$14,420,275
Total of all expenses incurred2020-06-30$11,766,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$11,097,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$12,989,338
Value of total assets at end of year2020-06-30$13,013,542
Value of total assets at beginning of year2020-06-30$11,174,830
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$668,983
Total interest from all sources2020-06-30$3
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$134,208
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$134,208
Administrative expenses professional fees incurred2020-06-30$232,622
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$574,264
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-06-30$-782,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$427,250
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$465,285
Other income not declared elsewhere2020-06-30$1,238,288
Administrative expenses (other) incurred2020-06-30$184,983
Liabilities. Value of operating payables at end of year2020-06-30$36,104
Liabilities. Value of operating payables at beginning of year2020-06-30$69,305
Total non interest bearing cash at end of year2020-06-30$709,060
Total non interest bearing cash at beginning of year2020-06-30$822,896
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$2,653,913
Value of net assets at end of year (total assets less liabilities)2020-06-30$10,405,438
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$7,751,525
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$7,432,680
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$7,240,034
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$3,414,282
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$1,622,705
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$1,622,705
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$3
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$5,953,026
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$58,438
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$12,415,074
Employer contributions (assets) at end of year2020-06-30$1,030,270
Employer contributions (assets) at beginning of year2020-06-30$1,023,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$5,926,353
Contract administrator fees2020-06-30$251,378
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-06-30No
Liabilities. Value of benefit claims payable at end of year2020-06-30$2,572,000
Liabilities. Value of benefit claims payable at beginning of year2020-06-30$3,354,000
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30HENNINGFIELD & ASSOCIATES, INC.
Accountancy firm EIN2020-06-30542189926
2019 : FOOD EMPLOYERS & BAKERY & CONFECTIONERY WORKERS BENEFIT FUND OF SOUTHERN CALIFORNIA 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$3,423,305
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$2,982,462
Total income from all sources (including contributions)2019-06-30$14,003,464
Total of all expenses incurred2019-06-30$12,472,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$11,864,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$13,320,777
Value of total assets at end of year2019-06-30$11,174,830
Value of total assets at beginning of year2019-06-30$9,203,172
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$608,426
Total interest from all sources2019-06-30$3
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$119,659
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$119,659
Administrative expenses professional fees incurred2019-06-30$162,573
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$635,597
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-06-30$412,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$465,285
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$70,955
Other income not declared elsewhere2019-06-30$500,615
Administrative expenses (other) incurred2019-06-30$187,159
Liabilities. Value of operating payables at end of year2019-06-30$69,305
Liabilities. Value of operating payables at beginning of year2019-06-30$40,462
Total non interest bearing cash at end of year2019-06-30$822,896
Total non interest bearing cash at beginning of year2019-06-30$651,792
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$1,530,815
Value of net assets at end of year (total assets less liabilities)2019-06-30$7,751,525
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$6,220,710
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$7,240,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$5,057,965
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$1,622,705
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$2,357,064
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$2,357,064
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$3
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$6,232,055
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$62,410
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30Yes
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$12,685,180
Employer contributions (assets) at end of year2019-06-30$1,023,910
Employer contributions (assets) at beginning of year2019-06-30$1,065,396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$5,220,168
Contract administrator fees2019-06-30$258,694
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30No
Liabilities. Value of benefit claims payable at end of year2019-06-30$3,354,000
Liabilities. Value of benefit claims payable at beginning of year2019-06-30$2,942,000
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30HENNINGFIELD & ASSOCIATES, INC.
Accountancy firm EIN2019-06-30542189926
2018 : FOOD EMPLOYERS & BAKERY & CONFECTIONERY WORKERS BENEFIT FUND OF SOUTHERN CALIFORNIA 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$2,982,462
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$2,406,088
Total income from all sources (including contributions)2018-06-30$14,074,733
Total of all expenses incurred2018-06-30$12,887,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$12,227,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$13,600,540
Value of total assets at end of year2018-06-30$9,203,172
Value of total assets at beginning of year2018-06-30$7,439,949
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$660,516
Total interest from all sources2018-06-30$12
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$51,481
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$51,481
Administrative expenses professional fees incurred2018-06-30$189,199
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$657,232
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-06-30$171,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$70,955
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$118,035
Other income not declared elsewhere2018-06-30$447,483
Administrative expenses (other) incurred2018-06-30$186,079
Liabilities. Value of operating payables at end of year2018-06-30$40,462
Liabilities. Value of operating payables at beginning of year2018-06-30$30,956
Total non interest bearing cash at end of year2018-06-30$651,792
Total non interest bearing cash at beginning of year2018-06-30$207,969
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$1,186,849
Value of net assets at end of year (total assets less liabilities)2018-06-30$6,220,710
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$5,033,861
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$5,057,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$3,531,266
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$2,357,064
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$2,501,097
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$2,501,097
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$12
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$6,815,264
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$-24,783
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$12,943,308
Employer contributions (assets) at end of year2018-06-30$1,065,396
Employer contributions (assets) at beginning of year2018-06-30$1,081,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$5,241,104
Contract administrator fees2018-06-30$285,238
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30No
Liabilities. Value of benefit claims payable at end of year2018-06-30$2,942,000
Liabilities. Value of benefit claims payable at beginning of year2018-06-30$2,375,132
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30HENNINGFIELD & ASSOCIATES, INC.
Accountancy firm EIN2018-06-30542189926
2017 : FOOD EMPLOYERS & BAKERY & CONFECTIONERY WORKERS BENEFIT FUND OF SOUTHERN CALIFORNIA 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$2,406,088
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$2,707,512
Total income from all sources (including contributions)2017-06-30$13,981,289
Total of all expenses incurred2017-06-30$12,027,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$11,368,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$13,546,116
Value of total assets at end of year2017-06-30$7,439,949
Value of total assets at beginning of year2017-06-30$5,787,722
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$658,938
Total interest from all sources2017-06-30$62
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$32,967
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$32,967
Administrative expenses professional fees incurred2017-06-30$201,397
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$685,299
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-06-30$148,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$118,035
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$82,230
Other income not declared elsewhere2017-06-30$408,142
Administrative expenses (other) incurred2017-06-30$221,585
Liabilities. Value of operating payables at end of year2017-06-30$30,956
Liabilities. Value of operating payables at beginning of year2017-06-30$51,464
Total non interest bearing cash at end of year2017-06-30$207,969
Total non interest bearing cash at beginning of year2017-06-30$121,586
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$1,953,651
Value of net assets at end of year (total assets less liabilities)2017-06-30$5,033,861
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$3,080,210
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$3,531,266
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$504,297
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$2,501,097
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$4,009,175
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$4,009,175
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$62
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$6,726,312
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$-5,998
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$12,860,817
Employer contributions (assets) at end of year2017-06-30$1,081,582
Employer contributions (assets) at beginning of year2017-06-30$1,070,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$4,494,388
Contract administrator fees2017-06-30$235,956
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30No
Liabilities. Value of benefit claims payable at end of year2017-06-30$2,375,132
Liabilities. Value of benefit claims payable at beginning of year2017-06-30$2,656,048
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30HENNINGFIELD & ASSOCIATES, INC.
Accountancy firm EIN2017-06-30542189926
2016 : FOOD EMPLOYERS & BAKERY & CONFECTIONERY WORKERS BENEFIT FUND OF SOUTHERN CALIFORNIA 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$2,707,512
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$2,361,731
Total income from all sources (including contributions)2016-06-30$13,647,200
Total of all expenses incurred2016-06-30$12,293,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$11,599,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$13,551,020
Value of total assets at end of year2016-06-30$5,787,722
Value of total assets at beginning of year2016-06-30$4,087,906
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$693,676
Total interest from all sources2016-06-30$1,486
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$1,793
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$1,793
Administrative expenses professional fees incurred2016-06-30$171,518
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$713,775
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-06-30$307,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$82,230
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$106,166
Other income not declared elsewhere2016-06-30$90,396
Administrative expenses (other) incurred2016-06-30$276,491
Liabilities. Value of operating payables at end of year2016-06-30$51,464
Liabilities. Value of operating payables at beginning of year2016-06-30$45,731
Total non interest bearing cash at end of year2016-06-30$121,586
Total non interest bearing cash at beginning of year2016-06-30$-127,260
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$1,354,035
Value of net assets at end of year (total assets less liabilities)2016-06-30$3,080,210
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$1,726,175
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$504,297
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$4,009,175
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$3,060,092
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$3,060,092
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$1,486
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$6,747,094
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$2,505
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$12,837,245
Employer contributions (assets) at end of year2016-06-30$1,070,434
Employer contributions (assets) at beginning of year2016-06-30$1,048,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$4,545,395
Contract administrator fees2016-06-30$245,667
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30No
Liabilities. Value of benefit claims payable at end of year2016-06-30$2,656,048
Liabilities. Value of benefit claims payable at beginning of year2016-06-30$2,316,000
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30HENNINGFIELD & ASSOCIATES, INC.
Accountancy firm EIN2016-06-30542189926
2015 : FOOD EMPLOYERS & BAKERY & CONFECTIONERY WORKERS BENEFIT FUND OF SOUTHERN CALIFORNIA 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$2,361,731
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$2,717,241
Total income from all sources (including contributions)2015-06-30$13,422,418
Total of all expenses incurred2015-06-30$12,096,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$11,294,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$12,696,355
Value of total assets at end of year2015-06-30$4,087,906
Value of total assets at beginning of year2015-06-30$3,117,175
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$801,591
Total interest from all sources2015-06-30$1,169
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$2,760
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$2,760
Administrative expenses professional fees incurred2015-06-30$203,464
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$1,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$756,486
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-06-30$-371,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$106,166
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$17,916
Other income not declared elsewhere2015-06-30$725,734
Administrative expenses (other) incurred2015-06-30$329,592
Liabilities. Value of operating payables at end of year2015-06-30$45,731
Liabilities. Value of operating payables at beginning of year2015-06-30$30,241
Total non interest bearing cash at end of year2015-06-30$-127,260
Total non interest bearing cash at beginning of year2015-06-30$-199,631
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$1,326,241
Value of net assets at end of year (total assets less liabilities)2015-06-30$1,726,175
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$399,934
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$1,208,215
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$3,060,092
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$208,308
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$208,308
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$1,169
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$6,855,566
Asset value of US Government securities at beginning of year2015-06-30$958,369
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-3,600
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$11,939,869
Employer contributions (assets) at end of year2015-06-30$1,048,908
Employer contributions (assets) at beginning of year2015-06-30$923,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$4,810,020
Contract administrator fees2015-06-30$268,535
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30No
Liabilities. Value of benefit claims payable at end of year2015-06-30$2,316,000
Liabilities. Value of benefit claims payable at beginning of year2015-06-30$2,687,000
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30HENNINGFIELD & ASSOCIATES, INC.
Accountancy firm EIN2015-06-30542189926
2014 : FOOD EMPLOYERS & BAKERY & CONFECTIONERY WORKERS BENEFIT FUND OF SOUTHERN CALIFORNIA 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$2,717,241
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$2,608,497
Total income from all sources (including contributions)2014-06-30$11,843,908
Total of all expenses incurred2014-06-30$12,648,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$11,935,482
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$11,764,147
Value of total assets at end of year2014-06-30$3,117,175
Value of total assets at beginning of year2014-06-30$3,812,986
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$712,981
Total interest from all sources2014-06-30$693
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$9,270
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$9,270
Administrative expenses professional fees incurred2014-06-30$180,927
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$875,779
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-06-30$118,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$17,916
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$23,228
Other income not declared elsewhere2014-06-30$66,621
Administrative expenses (other) incurred2014-06-30$256,136
Liabilities. Value of operating payables at end of year2014-06-30$30,241
Liabilities. Value of operating payables at beginning of year2014-06-30$30,069
Total non interest bearing cash at end of year2014-06-30$-199,631
Total non interest bearing cash at beginning of year2014-06-30$-178,278
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$-804,555
Value of net assets at end of year (total assets less liabilities)2014-06-30$399,934
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$1,204,489
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$1,208,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$1,595,769
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$208,308
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$1,481,484
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$1,481,484
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$693
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$7,161,300
Asset value of US Government securities at end of year2014-06-30$958,369
Asset value of US Government securities at beginning of year2014-06-30$16,716
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$3,177
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$10,888,368
Employer contributions (assets) at end of year2014-06-30$923,998
Employer contributions (assets) at beginning of year2014-06-30$874,067
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$4,656,182
Contract administrator fees2014-06-30$275,918
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Liabilities. Value of benefit claims payable at end of year2014-06-30$2,687,000
Liabilities. Value of benefit claims payable at beginning of year2014-06-30$2,578,428
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30HENNINGFIELD & ASSOCIATES, INC.
Accountancy firm EIN2014-06-30542189926
2013 : FOOD EMPLOYERS & BAKERY & CONFECTIONERY WORKERS BENEFIT FUND OF SOUTHERN CALIFORNIA 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$2,608,497
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$2,508,966
Total income from all sources (including contributions)2013-06-30$11,296,420
Total of all expenses incurred2013-06-30$12,288,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$11,625,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$11,248,587
Value of total assets at end of year2013-06-30$3,812,986
Value of total assets at beginning of year2013-06-30$4,705,344
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$662,311
Total interest from all sources2013-06-30$1,632
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$6,589
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$6,589
Administrative expenses professional fees incurred2013-06-30$166,318
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$1,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$854,817
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-06-30$110,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$23,228
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$99,824
Other income not declared elsewhere2013-06-30$45,392
Administrative expenses (other) incurred2013-06-30$222,133
Liabilities. Value of operating payables at end of year2013-06-30$30,069
Liabilities. Value of operating payables at beginning of year2013-06-30$23,279
Total non interest bearing cash at end of year2013-06-30$-178,278
Total non interest bearing cash at beginning of year2013-06-30$-59,229
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$-991,889
Value of net assets at end of year (total assets less liabilities)2013-06-30$1,204,489
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$2,196,378
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$1,595,769
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$1,729,971
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$1,481,484
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$2,029,672
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$2,029,672
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$1,632
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$6,219,964
Asset value of US Government securities at end of year2013-06-30$16,716
Asset value of US Government securities at beginning of year2013-06-30$16,705
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$-5,780
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$10,393,770
Employer contributions (assets) at end of year2013-06-30$874,067
Employer contributions (assets) at beginning of year2013-06-30$888,401
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$5,296,034
Contract administrator fees2013-06-30$273,860
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Liabilities. Value of benefit claims payable at end of year2013-06-30$2,578,428
Liabilities. Value of benefit claims payable at beginning of year2013-06-30$2,485,687
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30HENNINGFIELD & ASSOCIATES, INC.
Accountancy firm EIN2013-06-30542189926
2012 : FOOD EMPLOYERS & BAKERY & CONFECTIONERY WORKERS BENEFIT FUND OF SOUTHERN CALIFORNIA 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$2,508,966
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$2,762,331
Total income from all sources (including contributions)2012-06-30$11,393,282
Total of all expenses incurred2012-06-30$11,246,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$10,396,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$11,312,574
Value of total assets at end of year2012-06-30$4,705,344
Value of total assets at beginning of year2012-06-30$4,812,332
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$849,957
Total interest from all sources2012-06-30$4,792
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$8,106
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$8,106
Administrative expenses professional fees incurred2012-06-30$343,190
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$842,542
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-06-30$-225,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$99,824
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$60,547
Other income not declared elsewhere2012-06-30$69,517
Administrative expenses (other) incurred2012-06-30$229,335
Liabilities. Value of operating payables at end of year2012-06-30$23,279
Liabilities. Value of operating payables at beginning of year2012-06-30$69,322
Total non interest bearing cash at end of year2012-06-30$-59,229
Total non interest bearing cash at beginning of year2012-06-30$-79,337
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$146,377
Value of net assets at end of year (total assets less liabilities)2012-06-30$2,196,378
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$2,050,001
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$1,729,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$1,723,573
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$2,029,672
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$1,990,505
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$1,990,505
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$4,792
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$6,508,642
Asset value of US Government securities at end of year2012-06-30$16,705
Asset value of US Government securities at beginning of year2012-06-30$16,695
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-1,707
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$10,470,032
Employer contributions (assets) at end of year2012-06-30$888,401
Employer contributions (assets) at beginning of year2012-06-30$1,100,349
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$4,113,306
Contract administrator fees2012-06-30$277,432
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Liabilities. Value of benefit claims payable at end of year2012-06-30$2,485,687
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$2,693,009
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30HENNINGFIELD & ASSOCIATES, INC.
Accountancy firm EIN2012-06-30542189926
2011 : FOOD EMPLOYERS & BAKERY & CONFECTIONERY WORKERS BENEFIT FUND OF SOUTHERN CALIFORNIA 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$-21,515
Total unrealized appreciation/depreciation of assets2011-06-30$-21,515
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$2,762,331
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$3,191,386
Total income from all sources (including contributions)2011-06-30$11,375,895
Total loss/gain on sale of assets2011-06-30$20,479
Total of all expenses incurred2011-06-30$12,387,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$11,517,983
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$11,296,692
Value of total assets at end of year2011-06-30$4,812,332
Value of total assets at beginning of year2011-06-30$6,253,324
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$869,849
Total interest from all sources2011-06-30$20,496
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$336,123
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$700,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$861,430
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-06-30$-470,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$60,547
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$65,796
Other income not declared elsewhere2011-06-30$59,743
Administrative expenses (other) incurred2011-06-30$248,062
Liabilities. Value of operating payables at end of year2011-06-30$69,322
Liabilities. Value of operating payables at beginning of year2011-06-30$39,342
Total non interest bearing cash at end of year2011-06-30$-79,337
Total non interest bearing cash at beginning of year2011-06-30$-157,104
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$-1,011,937
Value of net assets at end of year (total assets less liabilities)2011-06-30$2,050,001
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$3,061,938
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$1,723,573
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$4,057,658
Income. Interest from US Government securities2011-06-30$16,951
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$1,990,505
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$1,459,438
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$1,459,438
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$3,545
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$7,072,508
Asset value of US Government securities at end of year2011-06-30$16,695
Asset value of US Government securities at beginning of year2011-06-30$16,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$10,435,262
Employer contributions (assets) at end of year2011-06-30$1,100,349
Employer contributions (assets) at beginning of year2011-06-30$810,871
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$4,915,475
Contract administrator fees2011-06-30$285,664
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Liabilities. Value of benefit claims payable at end of year2011-06-30$2,693,009
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$3,152,044
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$2,350,000
Aggregate carrying amount (costs) on sale of assets2011-06-30$2,329,521
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30HENNINGFIELD AND ASSOCIATES, INC.
Accountancy firm EIN2011-06-30542189926

Form 5500 Responses for FOOD EMPLOYERS & BAKERY & CONFECTIONERY WORKERS BENEFIT FUND OF SOUTHERN CALIFORNIA

2021: FOOD EMPLOYERS & BAKERY & CONFECTIONERY WORKERS BENEFIT FUND OF SOUTHERN CALIFORNIA 2021 form 5500 responses
2021-07-01Type of plan entityMulti-employer plan
2021-07-01Plan is a collectively bargained planYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: FOOD EMPLOYERS & BAKERY & CONFECTIONERY WORKERS BENEFIT FUND OF SOUTHERN CALIFORNIA 2020 form 5500 responses
2020-07-01Type of plan entityMulti-employer plan
2020-07-01Plan is a collectively bargained planYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: FOOD EMPLOYERS & BAKERY & CONFECTIONERY WORKERS BENEFIT FUND OF SOUTHERN CALIFORNIA 2019 form 5500 responses
2019-07-01Type of plan entityMulti-employer plan
2019-07-01Plan is a collectively bargained planYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: FOOD EMPLOYERS & BAKERY & CONFECTIONERY WORKERS BENEFIT FUND OF SOUTHERN CALIFORNIA 2018 form 5500 responses
2018-07-01Type of plan entityMulti-employer plan
2018-07-01Plan is a collectively bargained planYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: FOOD EMPLOYERS & BAKERY & CONFECTIONERY WORKERS BENEFIT FUND OF SOUTHERN CALIFORNIA 2017 form 5500 responses
2017-07-01Type of plan entityMulti-employer plan
2017-07-01Plan is a collectively bargained planYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: FOOD EMPLOYERS & BAKERY & CONFECTIONERY WORKERS BENEFIT FUND OF SOUTHERN CALIFORNIA 2016 form 5500 responses
2016-07-01Type of plan entityMulti-employer plan
2016-07-01Plan is a collectively bargained planYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: FOOD EMPLOYERS & BAKERY & CONFECTIONERY WORKERS BENEFIT FUND OF SOUTHERN CALIFORNIA 2015 form 5500 responses
2015-07-01Type of plan entityMulti-employer plan
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: FOOD EMPLOYERS & BAKERY & CONFECTIONERY WORKERS BENEFIT FUND OF SOUTHERN CALIFORNIA 2014 form 5500 responses
2014-07-01Type of plan entityMulti-employer plan
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: FOOD EMPLOYERS & BAKERY & CONFECTIONERY WORKERS BENEFIT FUND OF SOUTHERN CALIFORNIA 2013 form 5500 responses
2013-07-01Type of plan entityMulti-employer plan
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: FOOD EMPLOYERS & BAKERY & CONFECTIONERY WORKERS BENEFIT FUND OF SOUTHERN CALIFORNIA 2012 form 5500 responses
2012-07-01Type of plan entityMulti-employer plan
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: FOOD EMPLOYERS & BAKERY & CONFECTIONERY WORKERS BENEFIT FUND OF SOUTHERN CALIFORNIA 2011 form 5500 responses
2011-07-01Type of plan entityMulti-employer plan
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: FOOD EMPLOYERS & BAKERY & CONFECTIONERY WORKERS BENEFIT FUND OF SOUTHERN CALIFORNIA 2009 form 5500 responses
2009-07-01Type of plan entityMulti-employer plan
2009-07-01This submission is the final filingNo
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10062
Policy instance 5
Insurance contract or identification numberSL10062
Number of Individuals Covered636
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $27,985
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $621,884
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,985
LIBERTY DENTAL PLAN OF CALIFORNIA, INC (National Association of Insurance Commissioners NAIC id number: N/A )
Policy contract number100254
Policy instance 4
Insurance contract or identification number100254
Number of Individuals Covered494
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $1,350
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $73,902
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,350
LIBERTY DENTAL PLAN (National Association of Insurance Commissioners NAIC id number: 13566 )
Policy contract numberN10019
Policy instance 3
Insurance contract or identification numberN10019
Number of Individuals Covered11
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,997
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number003532
Policy instance 2
Insurance contract or identification number003532
Number of Individuals Covered19
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
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 $76,796
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 number101783
Policy instance 1
Insurance contract or identification number101783
Number of Individuals Covered1013
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
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 $5,054,997
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 number101783
Policy instance 1
Insurance contract or identification number101783
Number of Individuals Covered1233
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
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 $5,088,201
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number003532
Policy instance 2
Insurance contract or identification number003532
Number of Individuals Covered27
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 $109,921
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIBERTY DENTAL PLAN (National Association of Insurance Commissioners NAIC id number: 13566 )
Policy contract numberN10019
Policy instance 3
Insurance contract or identification numberN10019
Number of Individuals Covered14
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,529
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 numberSL10062
Policy instance 5
Insurance contract or identification numberSL10062
Number of Individuals Covered684
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $641,772
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIBERTY DENTAL PLAN OF CALIFORNIA, INC (National Association of Insurance Commissioners NAIC id number: N/A )
Policy contract number100254
Policy instance 4
Insurance contract or identification number100254
Number of Individuals Covered576
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $1,721
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $85,660
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,721
LIBERTY DENTAL PLAN OF CALIFORNIA, INC (National Association of Insurance Commissioners NAIC id number: N/A )
Policy contract number100254
Policy instance 4
Insurance contract or identification number100254
Number of Individuals Covered681
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $1,604
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $87,577
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,604
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10062
Policy instance 5
Insurance contract or identification numberSL10062
Number of Individuals Covered676
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $645,938
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 number101783
Policy instance 1
Insurance contract or identification number101783
Number of Individuals Covered1267
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 $5,243,591
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number003532
Policy instance 2
Insurance contract or identification number003532
Number of Individuals Covered28
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
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 $110,274
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIBERTY DENTAL PLAN (National Association of Insurance Commissioners NAIC id number: 13566 )
Policy contract numberN10019
Policy instance 3
Insurance contract or identification numberN10019
Number of Individuals Covered16
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,162
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number003532
Policy instance 2
Insurance contract or identification number003532
Number of Individuals Covered21
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $110,473
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIBERTY DENTAL PLAN (National Association of Insurance Commissioners NAIC id number: 13566 )
Policy contract numberN10019
Policy instance 3
Insurance contract or identification numberN10019
Number of Individuals Covered5
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,622
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIBERTY DENTAL PLAN OF CALIFORNIA, INC (National Association of Insurance Commissioners NAIC id number: N/A )
Policy contract number100254
Policy instance 4
Insurance contract or identification number100254
Number of Individuals Covered232
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $100,491
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 numberSL10062
Policy instance 5
Insurance contract or identification numberSL10062
Number of Individuals Covered695
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $648,375
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number101783
Policy instance 1
Insurance contract or identification number101783
Number of Individuals Covered1306
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
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 $5,288,874
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIBERTY DENTAL PLAN OF CALIFORNIA, INC (National Association of Insurance Commissioners NAIC id number: N/A )
Policy contract number100254
Policy instance 4
Insurance contract or identification number100254
Number of Individuals Covered245
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $106,662
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIBERTY DENTAL PLAN (National Association of Insurance Commissioners NAIC id number: 13566 )
Policy contract numberN10019
Policy instance 3
Insurance contract or identification numberN10019
Number of Individuals Covered6
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,662
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number003532
Policy instance 2
Insurance contract or identification number003532
Number of Individuals Covered34
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 $100,799
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 number101783
Policy instance 1
Insurance contract or identification number101783
Number of Individuals Covered1532
Insurance policy start date2016-09-01
Insurance policy end date2017-08-31
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 $6,348,488
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 numberSL10062
Policy instance 5
Insurance contract or identification numberSL10062
Number of Individuals Covered686
Insurance policy start date2016-10-01
Insurance policy end date2017-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $667,266
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 numberSL10062
Policy instance 5
Insurance contract or identification numberSL10062
Number of Individuals Covered824
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $763,668
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIBERTY DENTAL PLAN OF CALIFORNIA, INC (National Association of Insurance Commissioners NAIC id number: N/A )
Policy contract number100254
Policy instance 4
Insurance contract or identification number100254
Number of Individuals Covered837
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $120,484
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIBERTY DENTAL PLAN (National Association of Insurance Commissioners NAIC id number: 13566 )
Policy contract numberN10019
Policy instance 3
Insurance contract or identification numberN10019
Number of Individuals Covered10
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,549
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number003532
Policy instance 2
Insurance contract or identification number003532
Number of Individuals Covered35
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
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 $100,939
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 number101783
Policy instance 1
Insurance contract or identification number101783
Number of Individuals Covered1814
Insurance policy start date2014-09-01
Insurance policy end date2015-08-31
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 $5,789,246
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 number101783
Policy instance 1
Insurance contract or identification number101783
Number of Individuals Covered1941
Insurance policy start date2013-09-01
Insurance policy end date2014-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,302,506
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number003532
Policy instance 2
Insurance contract or identification number003532
Number of Individuals Covered37
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $103,061
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIBERTY DENTAL PLAN OF CALIFORNIA, INC (National Association of Insurance Commissioners NAIC id number: N/A )
Policy contract number100254
Policy instance 4
Insurance contract or identification number100254
Number of Individuals Covered980
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $132,103
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 numberSL10062
Policy instance 5
Insurance contract or identification numberSL10062
Number of Individuals Covered858
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $690,593
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIBERTY DENTAL PLAN (National Association of Insurance Commissioners NAIC id number: 13566 )
Policy contract numberN10019
Policy instance 3
Insurance contract or identification numberN10019
Number of Individuals Covered12
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,907
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 number101783
Policy instance 1
Insurance contract or identification number101783
Number of Individuals Covered2085
Insurance policy start date2012-09-01
Insurance policy end date2013-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,917,090
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 numberSL10062
Policy instance 5
Insurance contract or identification numberSL10062
Number of Individuals Covered854
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $661,825
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIBERTY DENTAL PLAN OF CALIFORNIA, INC (National Association of Insurance Commissioners NAIC id number: N/A )
Policy contract number100254
Policy instance 4
Insurance contract or identification number100254
Number of Individuals Covered1040
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $141,834
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number003532
Policy instance 2
Insurance contract or identification number003532
Number of Individuals Covered43
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $110,315
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIBERTY DENTAL PLAN (National Association of Insurance Commissioners NAIC id number: 13566 )
Policy contract numberN10019
Policy instance 3
Insurance contract or identification numberN10019
Number of Individuals Covered12
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,820
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number003532
Policy instance 2
Insurance contract or identification number003532
Number of Individuals Covered33
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $112,547
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 numberSL10062
Policy instance 5
Insurance contract or identification numberSL10062
Number of Individuals Covered791
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $530,796
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIBERTY DENTAL PLAN OF CALIFORNIA, INC (National Association of Insurance Commissioners NAIC id number: N/A )
Policy contract number100254
Policy instance 4
Insurance contract or identification number100254
Number of Individuals Covered1098
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $148,616
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIBERTY DENTAL PLAN (National Association of Insurance Commissioners NAIC id number: 13566 )
Policy contract numberN10019
Policy instance 3
Insurance contract or identification numberN10019
Number of Individuals Covered11
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,421
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 number1783-0000
Policy instance 1
Insurance contract or identification number1783-0000
Number of Individuals Covered2085
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,971,930
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 number1783-0000
Policy instance 1
Insurance contract or identification number1783-0000
Number of Individuals Covered2205
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,206,030
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 numberSL10062
Policy instance 5
Insurance contract or identification numberSL10062
Number of Individuals Covered776
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $433,624
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIBERTY DENTAL PLAN OF CALIFORNIA, INC (National Association of Insurance Commissioners NAIC id number: N/A )
Policy contract number100254
Policy instance 4
Insurance contract or identification number100254
Number of Individuals Covered1130
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $141,944
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIBERTY DENTAL PLAN (National Association of Insurance Commissioners NAIC id number: 13566 )
Policy contract numberN10019
Policy instance 3
Insurance contract or identification numberN10019
Number of Individuals Covered11
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,363
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number003532
Policy instance 2
Insurance contract or identification number003532
Number of Individuals Covered35
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $126,724
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 number1783-0000
Policy instance 1
Insurance contract or identification number1783-0000
Number of Individuals Covered2342
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,760,326
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIBERTY DENTAL PLAN OF CALIFORNIA, INC (National Association of Insurance Commissioners NAIC id number: N/A )
Policy contract number100254
Policy instance 5
Insurance contract or identification number100254
Number of Individuals Covered1059
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $120,304
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIBERTY DENTAL PLAN (National Association of Insurance Commissioners NAIC id number: 13566 )
Policy contract numberN10019
Policy instance 4
Insurance contract or identification numberN10019
Number of Individuals Covered10
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $467
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SAFEGUARD HEALTH PLANS, INC. A CALIFORNIA CORPORATION (National Association of Insurance Commissioners NAIC id number: 96030 )
Policy contract numberKM05752767
Policy instance 3
Insurance contract or identification numberKM05752767
Number of Individuals Covered0
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $45,239
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number003532
Policy instance 2
Insurance contract or identification number003532
Number of Individuals Covered34
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $132,960
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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