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LANAKILA PACIFIC HEALTH & WELFARE RETIREMENT PLAN & TRUST 401k Plan overview

Plan NameLANAKILA PACIFIC HEALTH & WELFARE RETIREMENT PLAN & TRUST
Plan identification number 004

LANAKILA PACIFIC HEALTH & WELFARE RETIREMENT PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LANAKILA PACIFIC has sponsored the creation of one or more 401k plans.

Company Name:LANAKILA PACIFIC
Employer identification number (EIN):990103922
NAIC Classification:561720
NAIC Description:Janitorial Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LANAKILA PACIFIC HEALTH & WELFARE RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042018-01-01KAREN WONG2019-06-17
0042017-01-01KAREN WONG
0042016-01-01DWAYNE MASUTANI
0042016-01-01
0042015-01-01MARIAN E. TSUJI, PRESIDENT
0042014-01-01MARIAN E. TSUJI, PRESIDENT
0042013-01-01MARIAN E. TSUJI, PRESIDENT
0042012-01-01MARIAN E. TSUJI, PRESIDENT
0042011-01-01MARIAN E TSUJI PRESIDENT
0042010-01-01MARIAN E TSUJI PRESIDENT
0042009-01-01MARIAN E TSUJI PRESIDENT

Plan Statistics for LANAKILA PACIFIC HEALTH & WELFARE RETIREMENT PLAN & TRUST

401k plan membership statisitcs for LANAKILA PACIFIC HEALTH & WELFARE RETIREMENT PLAN & TRUST

Measure Date Value
2017: LANAKILA PACIFIC HEALTH & WELFARE RETIREMENT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01213
Total number of active participants reported on line 7a of the Form 55002017-01-0161
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0112
Total of all active and inactive participants2017-01-0173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0173
Number of participants with account balances2017-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LANAKILA PACIFIC HEALTH & WELFARE RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01234
Total number of active participants reported on line 7a of the Form 55002016-01-0162
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01150
Total of all active and inactive participants2016-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01212
Number of participants with account balances2016-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LANAKILA PACIFIC HEALTH & WELFARE RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01195
Total number of active participants reported on line 7a of the Form 55002015-01-0152
Number of other retired or separated participants entitled to future benefits2015-01-01182
Total of all active and inactive participants2015-01-01234
Total participants2015-01-01234
2014: LANAKILA PACIFIC HEALTH & WELFARE RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01213
Total number of active participants reported on line 7a of the Form 55002014-01-0152
Number of other retired or separated participants entitled to future benefits2014-01-01143
Total of all active and inactive participants2014-01-01195
Total participants2014-01-01195
Number of participants with account balances2014-01-01195
2013: LANAKILA PACIFIC HEALTH & WELFARE RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01196
Total number of active participants reported on line 7a of the Form 55002013-01-0148
Number of other retired or separated participants entitled to future benefits2013-01-01165
Total of all active and inactive participants2013-01-01213
Total participants2013-01-01213
2012: LANAKILA PACIFIC HEALTH & WELFARE RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01253
Total number of active participants reported on line 7a of the Form 55002012-01-0144
Number of other retired or separated participants entitled to future benefits2012-01-01152
Total of all active and inactive participants2012-01-01196
Total participants2012-01-01196
2011: LANAKILA PACIFIC HEALTH & WELFARE RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01226
Total number of active participants reported on line 7a of the Form 55002011-01-0190
Number of retired or separated participants receiving benefits2011-01-01163
Total of all active and inactive participants2011-01-01253
Total participants2011-01-01253
2010: LANAKILA PACIFIC HEALTH & WELFARE RETIREMENT PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01240
Total number of active participants reported on line 7a of the Form 55002010-01-0190
Number of other retired or separated participants entitled to future benefits2010-01-01136
Total of all active and inactive participants2010-01-01226
Total participants2010-01-01226
2009: LANAKILA PACIFIC HEALTH & WELFARE RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01196
Total number of active participants reported on line 7a of the Form 55002009-01-01115
Number of other retired or separated participants entitled to future benefits2009-01-01114
Total of all active and inactive participants2009-01-01229
Total participants2009-01-01229

Financial Data on LANAKILA PACIFIC HEALTH & WELFARE RETIREMENT PLAN & TRUST

Measure Date Value
2017 : LANAKILA PACIFIC HEALTH & WELFARE RETIREMENT PLAN & TRUST 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$178,098
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$190,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$171,688
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$100,092
Value of total assets at end of year2017-12-31$667,702
Value of total assets at beginning of year2017-12-31$679,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$18,607
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$6
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$0
Assets. Real estate other than employer real property at end of year2017-12-31$0
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$7,563
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Assets. Loans (other than to participants) at end of year2017-12-31$0
Assets. Loans (other than to participants) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Administrative expenses (other) incurred2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$-12,197
Value of net assets at end of year (total assets less liabilities)2017-12-31$667,702
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$679,899
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$0
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$0
Value of interest in pooled separate accounts at end of year2017-12-31$637,574
Value of interest in pooled separate accounts at beginning of year2017-12-31$660,542
Interest on participant loans2017-12-31$0
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$6
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in master investment trust accounts at end of year2017-12-31$0
Value of interest in master investment trust accounts at beginning of year2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$617
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$577
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$78,000
Net investment gain or loss from common/collective trusts2017-12-31$0
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Assets. Value of employer real property at end of year2017-12-31$0
Assets. Value of employer real property at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$92,529
Employer contributions (assets) at end of year2017-12-31$29,511
Employer contributions (assets) at beginning of year2017-12-31$18,780
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$171,688
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Contract administrator fees2017-12-31$18,607
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KING SHORES PRESTON
Accountancy firm EIN2017-12-31541643141
2016 : LANAKILA PACIFIC HEALTH & WELFARE RETIREMENT PLAN & TRUST 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$10,180
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$142,913
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$140,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$124,265
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$111,308
Value of total assets at end of year2016-12-31$679,899
Value of total assets at beginning of year2016-12-31$687,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$15,889
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$371
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$0
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$0
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Assets. Loans (other than to participants) at end of year2016-12-31$0
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$10,180
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$10,005
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$2,759
Value of net assets at end of year (total assets less liabilities)2016-12-31$679,899
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$677,140
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$0
Value of interest in pooled separate accounts at end of year2016-12-31$660,542
Value of interest in pooled separate accounts at beginning of year2016-12-31$664,537
Interest on participant loans2016-12-31$0
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$371
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$577
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$31,234
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Assets. Value of employer real property at end of year2016-12-31$0
Assets. Value of employer real property at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$111,308
Employer contributions (assets) at end of year2016-12-31$18,780
Employer contributions (assets) at beginning of year2016-12-31$12,778
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$124,265
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Contract administrator fees2016-12-31$15,889
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KING SHORES PRESTON
Accountancy firm EIN2016-12-31541643141
2015 : LANAKILA PACIFIC HEALTH & WELFARE RETIREMENT PLAN & TRUST 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$10,180
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$7,655
Total income from all sources (including contributions)2015-12-31$92,538
Total of all expenses incurred2015-12-31$50,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$16,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$98,472
Value of total assets at end of year2015-12-31$687,320
Value of total assets at beginning of year2015-12-31$642,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$33,525
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$12,406
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$80,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Administrative expenses (other) incurred2015-12-31$757
Liabilities. Value of operating payables at end of year2015-12-31$10,180
Liabilities. Value of operating payables at beginning of year2015-12-31$7,655
Total non interest bearing cash at end of year2015-12-31$10,005
Total non interest bearing cash at beginning of year2015-12-31$7,629
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$42,038
Value of net assets at end of year (total assets less liabilities)2015-12-31$677,140
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$635,102
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$13,166
Value of interest in pooled separate accounts at end of year2015-12-31$664,537
Value of interest in pooled separate accounts at beginning of year2015-12-31$628,001
Value of interest in common/collective trusts at end of year2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-5,934
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$98,472
Employer contributions (assets) at end of year2015-12-31$12,778
Employer contributions (assets) at beginning of year2015-12-31$7,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$16,975
Contract administrator fees2015-12-31$7,196
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KING, SHORES & PRESTON CPAS
Accountancy firm EIN2015-12-31541643141
2014 : LANAKILA PACIFIC HEALTH & WELFARE RETIREMENT PLAN & TRUST 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$7,655
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,074
Total income from all sources (including contributions)2014-12-31$93,951
Total of all expenses incurred2014-12-31$114,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$83,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$84,233
Value of total assets at end of year2014-12-31$642,757
Value of total assets at beginning of year2014-12-31$658,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$30,720
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$10,100
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$80,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$766
Liabilities. Value of operating payables at end of year2014-12-31$7,655
Liabilities. Value of operating payables at beginning of year2014-12-31$3,074
Total non interest bearing cash at end of year2014-12-31$7,629
Total non interest bearing cash at beginning of year2014-12-31$2,576
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-20,469
Value of net assets at end of year (total assets less liabilities)2014-12-31$635,102
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$655,571
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$13,154
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$628,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$645,037
Value of interest in common/collective trusts at end of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$9,718
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$84,233
Employer contributions (assets) at end of year2014-12-31$7,127
Employer contributions (assets) at beginning of year2014-12-31$11,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$83,700
Contract administrator fees2014-12-31$6,700
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KING, SHORES & PRESTON CPAS
Accountancy firm EIN2014-12-31541643141
2013 : LANAKILA PACIFIC HEALTH & WELFARE RETIREMENT PLAN & TRUST 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,074
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$11,537
Total income from all sources (including contributions)2013-12-31$85,141
Total of all expenses incurred2013-12-31$160,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$131,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$70,047
Value of total assets at end of year2013-12-31$658,645
Value of total assets at beginning of year2013-12-31$742,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$29,300
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$9,680
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$85,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Administrative expenses (other) incurred2013-12-31$234
Liabilities. Value of operating payables at end of year2013-12-31$3,074
Liabilities. Value of operating payables at beginning of year2013-12-31$8,129
Total non interest bearing cash at end of year2013-12-31$2,576
Total non interest bearing cash at beginning of year2013-12-31$17,327
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-75,367
Value of net assets at end of year (total assets less liabilities)2013-12-31$655,571
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$730,938
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$13,072
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$645,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$711,365
Value of interest in common/collective trusts at end of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$15,094
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$70,047
Employer contributions (assets) at end of year2013-12-31$11,032
Employer contributions (assets) at beginning of year2013-12-31$13,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$131,208
Contract administrator fees2013-12-31$6,314
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$3,408
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KING, SHORES & PRESTON CPAS
Accountancy firm EIN2013-12-31541643141
2012 : LANAKILA PACIFIC HEALTH & WELFARE RETIREMENT PLAN & TRUST 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$11,537
Total income from all sources (including contributions)2012-12-31$168,240
Total of all expenses incurred2012-12-31$164,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$128,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$132,942
Value of total assets at end of year2012-12-31$742,475
Value of total assets at beginning of year2012-12-31$727,489
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$36,789
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$9,703
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$90,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Liabilities. Value of operating payables at end of year2012-12-31$8,129
Total non interest bearing cash at end of year2012-12-31$17,327
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,449
Value of net assets at end of year (total assets less liabilities)2012-12-31$730,938
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$727,489
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$14,976
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$711,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$699,470
Value of interest in common/collective trusts at end of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$35,298
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$132,942
Employer contributions (assets) at end of year2012-12-31$13,783
Employer contributions (assets) at beginning of year2012-12-31$28,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$128,002
Contract administrator fees2012-12-31$12,110
Liabilities. Value of benefit claims payable at end of year2012-12-31$3,408
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KING, SHORES & PRESTON CPAS
Accountancy firm EIN2012-12-31541643141
2011 : LANAKILA PACIFIC HEALTH & WELFARE RETIREMENT PLAN & TRUST 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$8,768
Total income from all sources (including contributions)2011-12-31$182,682
Total of all expenses incurred2011-12-31$139,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$103,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$171,263
Value of total assets at end of year2011-12-31$727,489
Value of total assets at beginning of year2011-12-31$693,423
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$36,811
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$7,500
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$83,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$42,834
Value of net assets at end of year (total assets less liabilities)2011-12-31$727,489
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$684,655
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$13,742
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$699,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$682,450
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$11,419
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$171,263
Employer contributions (assets) at end of year2011-12-31$28,019
Employer contributions (assets) at beginning of year2011-12-31$10,973
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$103,037
Contract administrator fees2011-12-31$15,569
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$8,768
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KING, SHORES & PRESTON CPAS
Accountancy firm EIN2011-12-31541643141
2010 : LANAKILA PACIFIC HEALTH & WELFARE RETIREMENT PLAN & TRUST 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$8,768
Total income from all sources (including contributions)2010-12-31$243,455
Total of all expenses incurred2010-12-31$183,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$148,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$197,937
Value of total assets at end of year2010-12-31$693,423
Value of total assets at beginning of year2010-12-31$624,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$34,279
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$65,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$5,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$60,334
Value of net assets at end of year (total assets less liabilities)2010-12-31$684,655
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$624,321
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$13,714
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$682,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$469,251
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$138,077
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$138,077
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$45,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$197,937
Employer contributions (assets) at end of year2010-12-31$10,973
Employer contributions (assets) at beginning of year2010-12-31$16,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$148,842
Contract administrator fees2010-12-31$15,565
Liabilities. Value of benefit claims payable at end of year2010-12-31$8,768
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31COLE & KING, LLC
Accountancy firm EIN2010-12-31541643141

Form 5500 Responses for LANAKILA PACIFIC HEALTH & WELFARE RETIREMENT PLAN & TRUST

2017: LANAKILA PACIFIC HEALTH & WELFARE RETIREMENT PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: LANAKILA PACIFIC HEALTH & WELFARE RETIREMENT PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LANAKILA PACIFIC HEALTH & WELFARE RETIREMENT PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LANAKILA PACIFIC HEALTH & WELFARE RETIREMENT PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LANAKILA PACIFIC HEALTH & WELFARE RETIREMENT PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LANAKILA PACIFIC HEALTH & WELFARE RETIREMENT PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LANAKILA PACIFIC HEALTH & WELFARE RETIREMENT PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LANAKILA PACIFIC HEALTH & WELFARE RETIREMENT PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LANAKILA PACIFIC HEALTH & WELFARE RETIREMENT PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number917279-01
Policy instance 1
Insurance contract or identification number917279-01
Number of Individuals Covered62
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number19141
Policy instance 1
Insurance contract or identification number19141
Number of Individuals Covered224
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $5,136
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,136
Insurance broker organization code?3
Insurance broker nameRESOURCE HORIZONS INS. AGENCY, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number19141
Policy instance 1
Insurance contract or identification number19141
Number of Individuals Covered210
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $5,082
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,082
Insurance broker organization code?3
Insurance broker nameRESOURCE HORIZONS INS. AGENCY, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number19141
Policy instance 1
Insurance contract or identification number19141
Number of Individuals Covered203
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $4,934
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,934
Insurance broker organization code?3
Insurance broker nameRESOURCE HORIZONS INS. AGENCY, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number19141
Policy instance 1
Insurance contract or identification number19141
Number of Individuals Covered224
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $6,885
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,508
Insurance broker organization code?3
Insurance broker nameRESOURCE HORIZONS INS. AGENCY, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number19141
Policy instance 1
Insurance contract or identification number19141
Number of Individuals Covered228
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $7,340
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number19141
Policy instance 1
Insurance contract or identification number19141
Number of Individuals Covered198
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $9,752
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,752
Insurance broker organization code?3
Insurance broker nameINVESTORS SECURITY CO., INC.

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