401k Plan data: HAWAII STATE TEACHERS ASSOCIATION VOLUNTARY EMPLOYEES BENEFICIARY TRUST plan

HAWAII STATE TEACHERS ASSOCIATION VOLUNTARY EMPLOYEES BENEFICIARY TRUST 401k Plan overview

Plan Name	HAWAII STATE TEACHERS ASSOCIATION VOLUNTARY EMPLOYEES BENEFICIARY TRUST
Plan identification number	505

HAWAII STATE TEACHERS ASSOCIATION VOLUNTARY EMPLOYEES BENEFICIARY TRUST Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Dental Vision Temporary disability (accident and sickness) Long-term disability cover Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

HAWAII STATE TEACHERS ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name: HAWAII STATE TEACHERS ASSOCIATION

Employer identification number (EIN): 990145127

NAIC Classification: 813930
NAIC Description: Labor Unions and Similar Labor Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HAWAII STATE TEACHERS ASSOCIATION VOLUNTARY EMPLOYEES BENEFICIARY TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
505 2015-09-01
505 2014-09-01
505 2013-09-01
505 2012-09-01 JOAN KAMILA LEWIS
505 2011-09-01 LIANE AUYONG-IMAMURA
505 2010-09-01 LIANE AUYONG-IMAMURA
505 2009-09-01 JOAN KAMILA LEWIS
505 2009-09-01 JOAN KAMILA LEWIS

Plan Statistics for HAWAII STATE TEACHERS ASSOCIATION VOLUNTARY EMPLOYEES BENEFICIARY TRUST

401k plan membership statisitcs for HAWAII STATE TEACHERS ASSOCIATION VOLUNTARY EMPLOYEES BENEFICIARY TRUST

Measure Date Value
2015: HAWAII STATE TEACHERS ASSOCIATION VOLUNTARY EMPLOYEES BENEFICIARY TRUST 2015 401k membership
Total participants, beginning-of-year 2015-09-01 8,608
Total number of active participants reported on line 7a of the Form 5500 2015-09-01 4,667
Number of retired or separated participants receiving benefits 2015-09-01 3,851
Total of all active and inactive participants 2015-09-01 8,518
2014: HAWAII STATE TEACHERS ASSOCIATION VOLUNTARY EMPLOYEES BENEFICIARY TRUST 2014 401k membership
Total participants, beginning-of-year 2014-09-01 8,727
Total number of active participants reported on line 7a of the Form 5500 2014-09-01 4,931
Number of retired or separated participants receiving benefits 2014-09-01 3,677
Total of all active and inactive participants 2014-09-01 8,608
2013: HAWAII STATE TEACHERS ASSOCIATION VOLUNTARY EMPLOYEES BENEFICIARY TRUST 2013 401k membership
Total participants, beginning-of-year 2013-09-01 8,791
Total number of active participants reported on line 7a of the Form 5500 2013-09-01 5,156
Number of retired or separated participants receiving benefits 2013-09-01 3,571
Total of all active and inactive participants 2013-09-01 8,727
2012: HAWAII STATE TEACHERS ASSOCIATION VOLUNTARY EMPLOYEES BENEFICIARY TRUST 2012 401k membership
Total participants, beginning-of-year 2012-09-01 8,839
Total number of active participants reported on line 7a of the Form 5500 2012-09-01 5,417
Number of retired or separated participants receiving benefits 2012-09-01 3,374
Total of all active and inactive participants 2012-09-01 8,791
2011: HAWAII STATE TEACHERS ASSOCIATION VOLUNTARY EMPLOYEES BENEFICIARY TRUST 2011 401k membership
Total participants, beginning-of-year 2011-09-01 9,028
Total number of active participants reported on line 7a of the Form 5500 2011-09-01 5,535
Number of retired or separated participants receiving benefits 2011-09-01 3,304
Total of all active and inactive participants 2011-09-01 8,839
2010: HAWAII STATE TEACHERS ASSOCIATION VOLUNTARY EMPLOYEES BENEFICIARY TRUST 2010 401k membership
Total participants, beginning-of-year 2010-09-01 15,990
Total number of active participants reported on line 7a of the Form 5500 2010-09-01 5,984
Number of retired or separated participants receiving benefits 2010-09-01 3,044
Total of all active and inactive participants 2010-09-01 9,028
2009: HAWAII STATE TEACHERS ASSOCIATION VOLUNTARY EMPLOYEES BENEFICIARY TRUST 2009 401k membership
Total participants, beginning-of-year 2009-09-01 16,693
Total number of active participants reported on line 7a of the Form 5500 2009-09-01 12,985
Number of retired or separated participants receiving benefits 2009-09-01 3,005
Total of all active and inactive participants 2009-09-01 15,990

Measure	Date	Value
2015: HAWAII STATE TEACHERS ASSOCIATION VOLUNTARY EMPLOYEES BENEFICIARY TRUST 2015 401k membership
Total participants, beginning-of-year	2015-09-01	8,608
Total number of active participants reported on line 7a of the Form 5500	2015-09-01	4,667
Number of retired or separated participants receiving benefits	2015-09-01	3,851
Total of all active and inactive participants	2015-09-01	8,518
2014: HAWAII STATE TEACHERS ASSOCIATION VOLUNTARY EMPLOYEES BENEFICIARY TRUST 2014 401k membership
Total participants, beginning-of-year	2014-09-01	8,727
Total number of active participants reported on line 7a of the Form 5500	2014-09-01	4,931
Number of retired or separated participants receiving benefits	2014-09-01	3,677
Total of all active and inactive participants	2014-09-01	8,608
2013: HAWAII STATE TEACHERS ASSOCIATION VOLUNTARY EMPLOYEES BENEFICIARY TRUST 2013 401k membership
Total participants, beginning-of-year	2013-09-01	8,791
Total number of active participants reported on line 7a of the Form 5500	2013-09-01	5,156
Number of retired or separated participants receiving benefits	2013-09-01	3,571
Total of all active and inactive participants	2013-09-01	8,727
2012: HAWAII STATE TEACHERS ASSOCIATION VOLUNTARY EMPLOYEES BENEFICIARY TRUST 2012 401k membership
Total participants, beginning-of-year	2012-09-01	8,839
Total number of active participants reported on line 7a of the Form 5500	2012-09-01	5,417
Number of retired or separated participants receiving benefits	2012-09-01	3,374
Total of all active and inactive participants	2012-09-01	8,791
2011: HAWAII STATE TEACHERS ASSOCIATION VOLUNTARY EMPLOYEES BENEFICIARY TRUST 2011 401k membership
Total participants, beginning-of-year	2011-09-01	9,028
Total number of active participants reported on line 7a of the Form 5500	2011-09-01	5,535
Number of retired or separated participants receiving benefits	2011-09-01	3,304
Total of all active and inactive participants	2011-09-01	8,839
2010: HAWAII STATE TEACHERS ASSOCIATION VOLUNTARY EMPLOYEES BENEFICIARY TRUST 2010 401k membership
Total participants, beginning-of-year	2010-09-01	15,990
Total number of active participants reported on line 7a of the Form 5500	2010-09-01	5,984
Number of retired or separated participants receiving benefits	2010-09-01	3,044
Total of all active and inactive participants	2010-09-01	9,028
2009: HAWAII STATE TEACHERS ASSOCIATION VOLUNTARY EMPLOYEES BENEFICIARY TRUST 2009 401k membership
Total participants, beginning-of-year	2009-09-01	16,693
Total number of active participants reported on line 7a of the Form 5500	2009-09-01	12,985
Number of retired or separated participants receiving benefits	2009-09-01	3,005
Total of all active and inactive participants	2009-09-01	15,990

Financial Data on HAWAII STATE TEACHERS ASSOCIATION VOLUNTARY EMPLOYEES BENEFICIARY TRUST

Measure	Date	Value
2016 : HAWAII STATE TEACHERS ASSOCIATION VOLUNTARY EMPLOYEES BENEFICIARY TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-08-31	$538,218
Total unrealized appreciation/depreciation of assets	2016-08-31	$538,218
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-08-31	$370,632
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-08-31	$361,413
Total income from all sources (including contributions)	2016-08-31	$5,245,991
Total of all expenses incurred	2016-08-31	$4,807,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-08-31	$3,901,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-08-31	$3,436,896
Value of total assets at end of year	2016-08-31	$22,184,598
Value of total assets at beginning of year	2016-08-31	$21,737,063
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-08-31	$906,435
Total interest from all sources	2016-08-31	$93,133
Total dividends received (eg from common stock, registered investment company shares)	2016-08-31	$468,378
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-08-31	$273,931
Administrative expenses professional fees incurred	2016-08-31	$140,152
Was this plan covered by a fidelity bond	2016-08-31	Yes
Value of fidelity bond cover	2016-08-31	$2,221,149
If this is an individual account plan, was there a blackout period	2016-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-08-31	No
Contributions received from participants	2016-08-31	$3,436,896
Participant contributions at end of year	2016-08-31	$229,284
Participant contributions at beginning of year	2016-08-31	$219,771
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-08-31	$1,404,849
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-08-31	$2,075,772
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-08-31	$367,939
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-08-31	$341,811
Other income not declared elsewhere	2016-08-31	$396,289
Administrative expenses (other) incurred	2016-08-31	$215,340
Liabilities. Value of operating payables at end of year	2016-08-31	$2,693
Liabilities. Value of operating payables at beginning of year	2016-08-31	$19,602
Total non interest bearing cash at end of year	2016-08-31	$55,540
Total non interest bearing cash at beginning of year	2016-08-31	$87,675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-08-31	No
Value of net income/loss	2016-08-31	$438,316
Value of net assets at end of year (total assets less liabilities)	2016-08-31	$21,813,966
Value of net assets at beginning of year (total assets less liabilities)	2016-08-31	$21,375,650
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-08-31	No
Were any leases to which the plan was party in default or uncollectible	2016-08-31	No
Investment advisory and management fees	2016-08-31	$134,587
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-08-31	$9,045,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-08-31	$8,016,897
Income. Interest from US Government securities	2016-08-31	$10,338
Income. Interest from corporate debt instruments	2016-08-31	$82,476
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-08-31	$428,910
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-08-31	$567,283
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-08-31	$567,283
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-08-31	$319
Expenses. Payments to insurance carriers foe the provision of benefits	2016-08-31	$3,901,240
Asset value of US Government securities at end of year	2016-08-31	$511,012
Asset value of US Government securities at beginning of year	2016-08-31	$310,323
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-08-31	$313,077
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-08-31	Yes
Was there a failure to transmit to the plan any participant contributions	2016-08-31	No
Has the plan failed to provide any benefit when due under the plan	2016-08-31	No
Income. Dividends from common stock	2016-08-31	$194,447
Asset. Corporate debt instrument preferred debt at end of year	2016-08-31	$2,785,700
Asset. Corporate debt instrument preferred debt at beginning of year	2016-08-31	$2,786,925
Contract administrator fees	2016-08-31	$416,356
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-08-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2016-08-31	$7,723,880
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-08-31	$7,672,417
Did the plan have assets held for investment	2016-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-08-31	No
Opinion of an independent qualified public accountant for this plan	2016-08-31	Unqualified
Accountancy firm name	2016-08-31	HEMMING MORSE CPAS AND CONSULTANTS
Accountancy firm EIN	2016-08-31	300702322
2015 : HAWAII STATE TEACHERS ASSOCIATION VOLUNTARY EMPLOYEES BENEFICIARY TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-08-31	$-481,954
Total unrealized appreciation/depreciation of assets	2015-08-31	$-481,954
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-08-31	$361,413
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-08-31	$310,857
Total income from all sources (including contributions)	2015-08-31	$2,389,362
Total of all expenses incurred	2015-08-31	$4,354,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-08-31	$3,504,843
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-08-31	$3,078,594
Value of total assets at end of year	2015-08-31	$21,737,063
Value of total assets at beginning of year	2015-08-31	$23,651,593
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-08-31	$849,605
Total interest from all sources	2015-08-31	$97,413
Total dividends received (eg from common stock, registered investment company shares)	2015-08-31	$462,030
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-08-31	$293,853
Administrative expenses professional fees incurred	2015-08-31	$145,532
Was this plan covered by a fidelity bond	2015-08-31	Yes
Value of fidelity bond cover	2015-08-31	$2,221,149
If this is an individual account plan, was there a blackout period	2015-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-08-31	No
Contributions received from participants	2015-08-31	$3,078,594
Participant contributions at end of year	2015-08-31	$219,771
Participant contributions at beginning of year	2015-08-31	$340,083
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-08-31	$2,075,772
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-08-31	$1,944,324
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-08-31	$341,811
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-08-31	$295,246
Other income not declared elsewhere	2015-08-31	$197,697
Administrative expenses (other) incurred	2015-08-31	$159,616
Liabilities. Value of operating payables at end of year	2015-08-31	$19,602
Liabilities. Value of operating payables at beginning of year	2015-08-31	$15,611
Total non interest bearing cash at end of year	2015-08-31	$87,675
Total non interest bearing cash at beginning of year	2015-08-31	$847,743
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-08-31	No
Value of net income/loss	2015-08-31	$-1,965,086
Value of net assets at end of year (total assets less liabilities)	2015-08-31	$21,375,650
Value of net assets at beginning of year (total assets less liabilities)	2015-08-31	$23,340,736
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-08-31	No
Were any leases to which the plan was party in default or uncollectible	2015-08-31	No
Investment advisory and management fees	2015-08-31	$137,337
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-08-31	$8,016,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-08-31	$9,502,446
Income. Interest from US Government securities	2015-08-31	$14,465
Income. Interest from corporate debt instruments	2015-08-31	$82,715
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-08-31	$567,283
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-08-31	$487,640
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-08-31	$487,640
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-08-31	$233
Expenses. Payments to insurance carriers foe the provision of benefits	2015-08-31	$3,504,843
Asset value of US Government securities at end of year	2015-08-31	$310,323
Asset value of US Government securities at beginning of year	2015-08-31	$1,030,528
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-08-31	$-964,418
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-08-31	Yes
Was there a failure to transmit to the plan any participant contributions	2015-08-31	No
Has the plan failed to provide any benefit when due under the plan	2015-08-31	No
Income. Dividends from common stock	2015-08-31	$168,177
Asset. Corporate debt instrument preferred debt at end of year	2015-08-31	$2,786,925
Asset. Corporate debt instrument preferred debt at beginning of year	2015-08-31	$2,645,354
Contract administrator fees	2015-08-31	$407,120
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-08-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2015-08-31	$7,672,417
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-08-31	$6,853,475
Did the plan have assets held for investment	2015-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-08-31	No
Opinion of an independent qualified public accountant for this plan	2015-08-31	Unqualified
Accountancy firm name	2015-08-31	HEMMING MORSE CPAS AND CONSULTANTS
Accountancy firm EIN	2015-08-31	300702322
2014 : HAWAII STATE TEACHERS ASSOCIATION VOLUNTARY EMPLOYEES BENEFICIARY TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-08-31	$701,250
Total unrealized appreciation/depreciation of assets	2014-08-31	$701,250
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-08-31	$310,857
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-08-31	$291,365
Total income from all sources (including contributions)	2014-08-31	$5,545,506
Total of all expenses incurred	2014-08-31	$4,124,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-08-31	$3,288,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-08-31	$2,885,502
Value of total assets at end of year	2014-08-31	$23,651,593
Value of total assets at beginning of year	2014-08-31	$22,211,492
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-08-31	$836,180
Total interest from all sources	2014-08-31	$95,512
Total dividends received (eg from common stock, registered investment company shares)	2014-08-31	$330,266
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-08-31	$236,415
Administrative expenses professional fees incurred	2014-08-31	$141,191
Was this plan covered by a fidelity bond	2014-08-31	Yes
Value of fidelity bond cover	2014-08-31	$3,250,000
If this is an individual account plan, was there a blackout period	2014-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-08-31	No
Contributions received from participants	2014-08-31	$2,885,502
Participant contributions at end of year	2014-08-31	$340,083
Participant contributions at beginning of year	2014-08-31	$322,465
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-08-31	$1,944,324
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-08-31	$1,964,390
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-08-31	$295,246
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-08-31	$284,114
Other income not declared elsewhere	2014-08-31	$301,252
Administrative expenses (other) incurred	2014-08-31	$177,581
Liabilities. Value of operating payables at end of year	2014-08-31	$15,611
Liabilities. Value of operating payables at beginning of year	2014-08-31	$7,251
Total non interest bearing cash at end of year	2014-08-31	$847,743
Total non interest bearing cash at beginning of year	2014-08-31	$607,040
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-08-31	No
Value of net income/loss	2014-08-31	$1,420,609
Value of net assets at end of year (total assets less liabilities)	2014-08-31	$23,340,736
Value of net assets at beginning of year (total assets less liabilities)	2014-08-31	$21,920,127
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-08-31	No
Were any leases to which the plan was party in default or uncollectible	2014-08-31	No
Investment advisory and management fees	2014-08-31	$118,204
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-08-31	$9,502,446
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-08-31	$8,752,455
Income. Interest from US Government securities	2014-08-31	$14,093
Income. Interest from corporate debt instruments	2014-08-31	$81,139
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-08-31	$487,640
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-08-31	$846,363
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-08-31	$846,363
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-08-31	$280
Expenses. Payments to insurance carriers foe the provision of benefits	2014-08-31	$3,288,717
Asset value of US Government securities at end of year	2014-08-31	$1,030,528
Asset value of US Government securities at beginning of year	2014-08-31	$594,253
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-08-31	$1,231,724
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-08-31	No
Was there a failure to transmit to the plan any participant contributions	2014-08-31	No
Has the plan failed to provide any benefit when due under the plan	2014-08-31	No
Income. Dividends from common stock	2014-08-31	$93,851
Asset. Corporate debt instrument preferred debt at end of year	2014-08-31	$2,645,354
Asset. Corporate debt instrument preferred debt at beginning of year	2014-08-31	$2,754,265
Contract administrator fees	2014-08-31	$399,204
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-08-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2014-08-31	$6,853,475
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-08-31	$6,370,261
Did the plan have assets held for investment	2014-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-08-31	No
Opinion of an independent qualified public accountant for this plan	2014-08-31	Unqualified
Accountancy firm name	2014-08-31	HEMMING MORSE CPAS & CONSULTANTS
Accountancy firm EIN	2014-08-31	300702322
2013 : HAWAII STATE TEACHERS ASSOCIATION VOLUNTARY EMPLOYEES BENEFICIARY TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-08-31	$701,880
Total unrealized appreciation/depreciation of assets	2013-08-31	$701,880
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-08-31	$291,365
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-08-31	$513,254
Total income from all sources (including contributions)	2013-08-31	$5,004,747
Total of all expenses incurred	2013-08-31	$3,998,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-08-31	$3,198,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-08-31	$2,793,769
Value of total assets at end of year	2013-08-31	$22,211,492
Value of total assets at beginning of year	2013-08-31	$21,427,114
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-08-31	$799,815
Total interest from all sources	2013-08-31	$135,208
Total dividends received (eg from common stock, registered investment company shares)	2013-08-31	$532,407
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-08-31	$442,748
Administrative expenses professional fees incurred	2013-08-31	$172,389
Was this plan covered by a fidelity bond	2013-08-31	Yes
Value of fidelity bond cover	2013-08-31	$3,250,000
If this is an individual account plan, was there a blackout period	2013-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-08-31	No
Contributions received from participants	2013-08-31	$2,793,769
Participant contributions at end of year	2013-08-31	$322,465
Participant contributions at beginning of year	2013-08-31	$1,875
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-08-31	$1,964,390
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-08-31	$354,680
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-08-31	$284,114
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-08-31	$302,109
Other income not declared elsewhere	2013-08-31	$1,000,649
Administrative expenses (other) incurred	2013-08-31	$123,433
Liabilities. Value of operating payables at end of year	2013-08-31	$7,251
Liabilities. Value of operating payables at beginning of year	2013-08-31	$211,145
Total non interest bearing cash at end of year	2013-08-31	$607,040
Total non interest bearing cash at beginning of year	2013-08-31	$914,153
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-08-31	No
Value of net income/loss	2013-08-31	$1,006,267
Value of net assets at end of year (total assets less liabilities)	2013-08-31	$21,920,127
Value of net assets at beginning of year (total assets less liabilities)	2013-08-31	$20,913,860
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-08-31	No
Were any leases to which the plan was party in default or uncollectible	2013-08-31	No
Investment advisory and management fees	2013-08-31	$119,139
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-08-31	$8,752,455
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-08-31	$9,822,048
Income. Interest from US Government securities	2013-08-31	$36,760
Income. Interest from corporate debt instruments	2013-08-31	$98,236
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-08-31	$846,363
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-08-31	$668,429
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-08-31	$668,429
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-08-31	$212
Expenses. Payments to insurance carriers foe the provision of benefits	2013-08-31	$3,198,665
Asset value of US Government securities at end of year	2013-08-31	$594,253
Asset value of US Government securities at beginning of year	2013-08-31	$1,292,527
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-08-31	$-159,166
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-08-31	No
Was there a failure to transmit to the plan any participant contributions	2013-08-31	No
Has the plan failed to provide any benefit when due under the plan	2013-08-31	No
Employer contributions (assets) at beginning of year	2013-08-31	$385,057
Income. Dividends from common stock	2013-08-31	$89,659
Asset. Corporate debt instrument preferred debt at end of year	2013-08-31	$2,754,265
Asset. Corporate debt instrument preferred debt at beginning of year	2013-08-31	$2,896,785
Contract administrator fees	2013-08-31	$384,854
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-08-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2013-08-31	$6,370,261
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-08-31	$5,091,423
Assets. Value of buildings and other operty used in plan operation at beginning of year	2013-08-31	$137
Did the plan have assets held for investment	2013-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-08-31	No
Opinion of an independent qualified public accountant for this plan	2013-08-31	Unqualified
Accountancy firm name	2013-08-31	HEMMING MORSE CPAS & CONSULTANTS
Accountancy firm EIN	2013-08-31	300702322
2012 : HAWAII STATE TEACHERS ASSOCIATION VOLUNTARY EMPLOYEES BENEFICIARY TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-08-31	$513,617
Total unrealized appreciation/depreciation of assets	2012-08-31	$513,617
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-08-31	$513,254
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-08-31	$3,376,509
Total income from all sources (including contributions)	2012-08-31	$4,188,396
Total of all expenses incurred	2012-08-31	$4,174,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-08-31	$3,330,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-08-31	$2,713,160
Value of total assets at end of year	2012-08-31	$21,427,114
Value of total assets at beginning of year	2012-08-31	$24,276,655
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-08-31	$844,335
Total interest from all sources	2012-08-31	$190,988
Total dividends received (eg from common stock, registered investment company shares)	2012-08-31	$311,004
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-08-31	$240,847
Administrative expenses professional fees incurred	2012-08-31	$166,725
Was this plan covered by a fidelity bond	2012-08-31	Yes
Value of fidelity bond cover	2012-08-31	$2,000,000
If this is an individual account plan, was there a blackout period	2012-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-08-31	No
Contributions received from participants	2012-08-31	$2,775,822
Participant contributions at end of year	2012-08-31	$1,875
Participant contributions at beginning of year	2012-08-31	$3,507
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-08-31	$354,680
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-08-31	$913,505
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-08-31	$302,109
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-08-31	$3,082,075
Other income not declared elsewhere	2012-08-31	$284,061
Administrative expenses (other) incurred	2012-08-31	$141,477
Liabilities. Value of operating payables at end of year	2012-08-31	$211,145
Liabilities. Value of operating payables at beginning of year	2012-08-31	$294,434
Total non interest bearing cash at end of year	2012-08-31	$914,153
Total non interest bearing cash at beginning of year	2012-08-31	$3,761,580
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-08-31	No
Value of net income/loss	2012-08-31	$13,714
Value of net assets at end of year (total assets less liabilities)	2012-08-31	$20,913,860
Value of net assets at beginning of year (total assets less liabilities)	2012-08-31	$20,900,146
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-08-31	No
Were any leases to which the plan was party in default or uncollectible	2012-08-31	No
Investment advisory and management fees	2012-08-31	$82,939
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-08-31	$9,822,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-08-31	$5,984,280
Income. Interest from US Government securities	2012-08-31	$94,978
Income. Interest from corporate debt instruments	2012-08-31	$95,702
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-08-31	$668,429
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-08-31	$2,774,326
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-08-31	$2,774,326
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-08-31	$308
Expenses. Payments to insurance carriers foe the provision of benefits	2012-08-31	$689,695
Asset value of US Government securities at end of year	2012-08-31	$1,292,527
Asset value of US Government securities at beginning of year	2012-08-31	$3,706,152
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-08-31	$175,566
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-08-31	No
Was there a failure to transmit to the plan any participant contributions	2012-08-31	No
Has the plan failed to provide any benefit when due under the plan	2012-08-31	No
Contributions received in cash from employer	2012-08-31	$-62,662
Employer contributions (assets) at end of year	2012-08-31	$385,057
Employer contributions (assets) at beginning of year	2012-08-31	$467,162
Income. Dividends from common stock	2012-08-31	$70,157
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-08-31	$2,640,652
Asset. Corporate debt instrument preferred debt at end of year	2012-08-31	$2,896,785
Asset. Corporate debt instrument preferred debt at beginning of year	2012-08-31	$2,475,005
Contract administrator fees	2012-08-31	$453,194
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-08-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2012-08-31	$5,091,423
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-08-31	$4,190,389
Assets. Value of buildings and other operty used in plan operation at end of year	2012-08-31	$137
Assets. Value of buildings and other operty used in plan operation at beginning of year	2012-08-31	$749
Did the plan have assets held for investment	2012-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-08-31	No
Opinion of an independent qualified public accountant for this plan	2012-08-31	Unqualified
Accountancy firm name	2012-08-31	HEMMING MORSE CPAS AND CONSULTANTS
Accountancy firm EIN	2012-08-31	300702322
2011 : HAWAII STATE TEACHERS ASSOCIATION VOLUNTARY EMPLOYEES BENEFICIARY TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-08-31	$755,755
Total unrealized appreciation/depreciation of assets	2011-08-31	$755,755
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-08-31	$3,376,509
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-08-31	$12,364,651
Total income from all sources (including contributions)	2011-08-31	$40,509,209
Total of all expenses incurred	2011-08-31	$39,019,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-08-31	$37,012,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-08-31	$39,096,886
Value of total assets at end of year	2011-08-31	$24,276,655
Value of total assets at beginning of year	2011-08-31	$31,775,460
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-08-31	$2,007,818
Total interest from all sources	2011-08-31	$227,945
Total dividends received (eg from common stock, registered investment company shares)	2011-08-31	$203,108
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-08-31	$126,374
Administrative expenses professional fees incurred	2011-08-31	$960,423
Was this plan covered by a fidelity bond	2011-08-31	Yes
Value of fidelity bond cover	2011-08-31	$2,000,000
If this is an individual account plan, was there a blackout period	2011-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-08-31	No
Contributions received from participants	2011-08-31	$16,616,681
Participant contributions at end of year	2011-08-31	$3,507
Participant contributions at beginning of year	2011-08-31	$1,723,566
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-08-31	$913,505
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-08-31	$1,155,212
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-08-31	$3,082,075
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-08-31	$11,780,387
Other income not declared elsewhere	2011-08-31	$341,904
Administrative expenses (other) incurred	2011-08-31	$102,591
Liabilities. Value of operating payables at end of year	2011-08-31	$294,434
Liabilities. Value of operating payables at beginning of year	2011-08-31	$107,853
Total non interest bearing cash at end of year	2011-08-31	$3,761,580
Total non interest bearing cash at beginning of year	2011-08-31	$8,997,045
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-08-31	No
Value of net income/loss	2011-08-31	$1,489,337
Value of net assets at end of year (total assets less liabilities)	2011-08-31	$20,900,146
Value of net assets at beginning of year (total assets less liabilities)	2011-08-31	$19,410,809
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-08-31	No
Were any leases to which the plan was party in default or uncollectible	2011-08-31	No
Investment advisory and management fees	2011-08-31	$91,300
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-08-31	$5,984,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-08-31	$1,023,536
Income. Interest from US Government securities	2011-08-31	$150,093
Income. Interest from corporate debt instruments	2011-08-31	$72,132
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-08-31	$2,774,326
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-08-31	$6,686,428
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-08-31	$6,686,428
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-08-31	$5,720
Expenses. Payments to insurance carriers foe the provision of benefits	2011-08-31	$28,212,888
Asset value of US Government securities at end of year	2011-08-31	$3,706,152
Asset value of US Government securities at beginning of year	2011-08-31	$5,607,508
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-08-31	$-116,389
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-08-31	No
Was there a failure to transmit to the plan any participant contributions	2011-08-31	No
Has the plan failed to provide any benefit when due under the plan	2011-08-31	No
Contributions received in cash from employer	2011-08-31	$22,480,205
Employer contributions (assets) at end of year	2011-08-31	$467,162
Employer contributions (assets) at beginning of year	2011-08-31	$753,549
Income. Dividends from common stock	2011-08-31	$76,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-08-31	$8,799,166
Asset. Corporate debt instrument preferred debt at end of year	2011-08-31	$2,475,005
Asset. Corporate debt instrument preferred debt at beginning of year	2011-08-31	$1,509,348
Contract administrator fees	2011-08-31	$853,504
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-08-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2011-08-31	$4,190,389
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-08-31	$4,316,993
Liabilities. Value of benefit claims payable at beginning of year	2011-08-31	$476,411
Assets. Value of buildings and other operty used in plan operation at end of year	2011-08-31	$749
Assets. Value of buildings and other operty used in plan operation at beginning of year	2011-08-31	$2,275
Did the plan have assets held for investment	2011-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-08-31	No
Opinion of an independent qualified public accountant for this plan	2011-08-31	Unqualified
Accountancy firm name	2011-08-31	HEMMING MORSE CPAS AND CONSULTANTS
Accountancy firm EIN	2011-08-31	300702322

Form 5500 Responses for HAWAII STATE TEACHERS ASSOCIATION VOLUNTARY EMPLOYEES BENEFICIARY TRUST

2015: HAWAII STATE TEACHERS ASSOCIATION VOLUNTARY EMPLOYEES BENEFICIARY TRUST 2015 form 5500 responses
2015-09-01	Type of plan entity	Single employer plan
2015-09-01	Plan funding arrangement – Insurance	Yes
2015-09-01	Plan benefit arrangement – Insurance	Yes
2014: HAWAII STATE TEACHERS ASSOCIATION VOLUNTARY EMPLOYEES BENEFICIARY TRUST 2014 form 5500 responses
2014-09-01	Type of plan entity	Single employer plan
2014-09-01	Plan funding arrangement – Insurance	Yes
2014-09-01	Plan benefit arrangement – Insurance	Yes
2013: HAWAII STATE TEACHERS ASSOCIATION VOLUNTARY EMPLOYEES BENEFICIARY TRUST 2013 form 5500 responses
2013-09-01	Type of plan entity	Single employer plan
2013-09-01	Plan funding arrangement – Insurance	Yes
2013-09-01	Plan benefit arrangement – Insurance	Yes
2012: HAWAII STATE TEACHERS ASSOCIATION VOLUNTARY EMPLOYEES BENEFICIARY TRUST 2012 form 5500 responses
2012-09-01	Type of plan entity	Single employer plan
2012-09-01	Plan funding arrangement – Insurance	Yes
2012-09-01	Plan benefit arrangement – Insurance	Yes
2011: HAWAII STATE TEACHERS ASSOCIATION VOLUNTARY EMPLOYEES BENEFICIARY TRUST 2011 form 5500 responses
2011-09-01	Type of plan entity	Single employer plan
2011-09-01	Plan funding arrangement – Insurance	Yes
2011-09-01	Plan benefit arrangement – Insurance	Yes
2010: HAWAII STATE TEACHERS ASSOCIATION VOLUNTARY EMPLOYEES BENEFICIARY TRUST 2010 form 5500 responses
2010-09-01	Type of plan entity	Single employer plan
2010-09-01	Plan funding arrangement – Insurance	Yes
2010-09-01	Plan benefit arrangement – Insurance	Yes
2009: HAWAII STATE TEACHERS ASSOCIATION VOLUNTARY EMPLOYEES BENEFICIARY TRUST 2009 form 5500 responses
2009-09-01	Type of plan entity	Single employer plan
2009-09-01	This submission is the final filing	No
2009-09-01	Plan funding arrangement – Insurance	Yes
2009-09-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )

Policy contract number

536134

Policy instance

Insurance contract or identification number	536134
Number of Individuals Covered	10492
Insurance policy start date	2014-08-31
Insurance policy end date	2015-08-31
Total amount of commissions paid to insurance broker	USD $117,907
Total amount of fees paid to insurance company	USD $66,762
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Other welfare benefits provided	LONG TERM CARE
Welfare Benefit Premiums Paid to Carrier	USD $2,539,592
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $117,907
Amount paid for insurance broker fees	41267
Insurance broker organization code?	3
Insurance broker name	HAWAII STATE TEACHERS ASSOCIATION

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

0154147

Policy instance

Insurance contract or identification number	0154147
Number of Individuals Covered	624
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Other welfare benefits provided	CRITICAL ILLNESS INSURANCE
Welfare Benefit Premiums Paid to Carrier	USD $133,298
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker name	NONE

AMERICAN FIDELITY ASSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 60410 )

Policy contract number

89513

Policy instance

Insurance contract or identification number	89513
Number of Individuals Covered	157
Insurance policy start date	2013-10-01
Insurance policy end date	2014-09-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Temporary Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $83,137
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker name	NONE

PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD. (National Association of Insurance Commissioners NAIC id number: 64343 )

Policy contract number

41000

Policy instance

Insurance contract or identification number	41000
Number of Individuals Covered	9611
Insurance policy start date	2014-09-01
Insurance policy end date	2015-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Life Insurance Welfare Benefit	Yes
Were dividends or retroactive rate refunds paid as a credit?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker name	NONE

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )

Policy contract number

204902G

Policy instance

Insurance contract or identification number	204902G
Number of Individuals Covered	521
Insurance policy start date	2014-09-01
Insurance policy end date	2015-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $114,493
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker name	NONE

AMERICAN FIDELITY ASSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 60410 )

Policy contract number

89513

Policy instance

Insurance contract or identification number	89513
Number of Individuals Covered	157
Insurance policy start date	2012-10-01
Insurance policy end date	2013-09-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Temporary Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $76,153
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker name	NONE

PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD. (National Association of Insurance Commissioners NAIC id number: 64343 )

Policy contract number

41000

Policy instance

Insurance contract or identification number	41000
Number of Individuals Covered	8777
Insurance policy start date	2013-09-01
Insurance policy end date	2014-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Life Insurance Welfare Benefit	Yes
Were dividends or retroactive rate refunds paid as a credit?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker name	NONE

UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )

Policy contract number

536134

Policy instance

Insurance contract or identification number	536134
Number of Individuals Covered	10468
Insurance policy start date	2013-08-31
Insurance policy end date	2014-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Other welfare benefits provided	LONG TERM CARE
Welfare Benefit Premiums Paid to Carrier	USD $2,461,202
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker name	NONE

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )

Policy contract number

204902G

Policy instance

Insurance contract or identification number	204902G
Number of Individuals Covered	508
Insurance policy start date	2013-09-01
Insurance policy end date	2014-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $116,763
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker name	NONE

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

0154147

Policy instance

Insurance contract or identification number	0154147
Number of Individuals Covered	624
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Other welfare benefits provided	CRITICAL ILLNESS INSURANCE
Welfare Benefit Premiums Paid to Carrier	USD $133,298
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker name	NONE

UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )

Policy contract number

536134

Policy instance

Insurance contract or identification number	536134
Number of Individuals Covered	10497
Insurance policy start date	2012-08-31
Insurance policy end date	2013-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Other welfare benefits provided	LONG TERM CARE
Welfare Benefit Premiums Paid to Carrier	USD $2,474,413
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker name	NONE

AMERICAN FIDELITY ASSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 60410 )

Policy contract number

89513

Policy instance

Insurance contract or identification number	89513
Number of Individuals Covered	159
Insurance policy start date	2011-10-01
Insurance policy end date	2012-09-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Temporary Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $80,193
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker name	NONE

PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD. (National Association of Insurance Commissioners NAIC id number: 64343 )

Policy contract number

41000

Policy instance

Insurance contract or identification number	41000
Number of Individuals Covered	8909
Insurance policy start date	2012-09-01
Insurance policy end date	2013-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Life Insurance Welfare Benefit	Yes
Were dividends or retroactive rate refunds paid as a credit?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker name	NONE

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )

Policy contract number

204902G

Policy instance

Insurance contract or identification number	204902G
Number of Individuals Covered	507
Insurance policy start date	2012-09-01
Insurance policy end date	2013-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $97,600
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker name	NONE

PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD. (National Association of Insurance Commissioners NAIC id number: 64343 )

Policy contract number

41000

Policy instance

Insurance contract or identification number	41000
Number of Individuals Covered	0
Insurance policy start date	2011-09-01
Insurance policy end date	2012-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Life Insurance Welfare Benefit	Yes
Were dividends or retroactive rate refunds paid as a credit?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )

Policy contract number

204902G

Policy instance

Insurance contract or identification number	204902G
Number of Individuals Covered	544
Insurance policy start date	2011-09-01
Insurance policy end date	2012-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $112,387
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )

Policy contract number

536134

Policy instance

Insurance contract or identification number	536134
Number of Individuals Covered	10568
Insurance policy start date	2011-08-31
Insurance policy end date	2012-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $24,800
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Other welfare benefits provided	LONG TERM CARE
Welfare Benefit Premiums Paid to Carrier	USD $2,483,298
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN FIDELITY ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60410 )

Policy contract number

89513

Policy instance

Insurance contract or identification number	89513
Number of Individuals Covered	168
Insurance policy start date	2010-10-01
Insurance policy end date	2011-09-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Temporary Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $75,827
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HAWAII DENTAL SERVICE (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

2802

Policy instance

Insurance contract or identification number	2802
Number of Individuals Covered	1243
Insurance policy start date	2010-07-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Dental Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HAWAII DENTAL SERVICE (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

2800

Policy instance

Insurance contract or identification number	2800
Number of Individuals Covered	23590
Insurance policy start date	2010-07-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Dental Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HAWAII DENTAL SERVICE (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

2801

Policy instance

Insurance contract or identification number	2801
Number of Individuals Covered	3914
Insurance policy start date	2010-07-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Dental Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

12281132

Policy instance

Insurance contract or identification number	12281132
Number of Individuals Covered	0
Insurance policy start date	2010-07-01
Insurance policy end date	2011-01-01
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $774,127
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )

Policy contract number

83100

Policy instance

Insurance contract or identification number	83100
Number of Individuals Covered	6299
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Health Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN FIDELITY ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60410 )

Policy contract number

89513

Policy instance

Insurance contract or identification number	89513
Number of Individuals Covered	168
Insurance policy start date	2010-09-01
Insurance policy end date	2011-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Temporary Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $75,827
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD. (National Association of Insurance Commissioners NAIC id number: 64343 )

Policy contract number

41000

Policy instance

Insurance contract or identification number	41000
Number of Individuals Covered	15118
Insurance policy start date	2010-07-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $360,580
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )

Policy contract number

204902G

Policy instance

Insurance contract or identification number	204902G
Number of Individuals Covered	584
Insurance policy start date	2010-09-01
Insurance policy end date	2011-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,598
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $118,320
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )

Policy contract number

536134

Policy instance

Insurance contract or identification number	536134
Number of Individuals Covered	17493
Insurance policy start date	2010-08-31
Insurance policy end date	2011-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $26,453
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Other welfare benefits provided	LONG TERM CARE
Welfare Benefit Premiums Paid to Carrier	USD $2,647,165
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )

Policy contract number

7002-ROLLUP

Policy instance

Insurance contract or identification number	7002-ROLLUP
Number of Individuals Covered	4600
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $15,100,024
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	HAWAII STATE TEACHERS ASSOCIATION
Employer identification number (EIN):	990145127
NAIC Classification:	813930
NAIC Description:	Labor Unions and Similar Labor Organizations