HAWAII INSULATORS HEALTH & WELFARE TRUST FUND has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HAWAII INSULATORS HEALTH & WELFARE PLAN
| Measure | Date | Value |
|---|
| 2023 : HAWAII INSULATORS HEALTH & WELFARE PLAN 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-03-31 | $-35,752 |
| Total unrealized appreciation/depreciation of assets | 2023-03-31 | $-35,752 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-03-31 | $88,522 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-03-31 | $4,916 |
| Total income from all sources (including contributions) | 2023-03-31 | $1,438,419 |
| Total loss/gain on sale of assets | 2023-03-31 | $-88,177 |
| Total of all expenses incurred | 2023-03-31 | $1,598,655 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-03-31 | $1,402,860 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-03-31 | $1,425,587 |
| Value of total assets at end of year | 2023-03-31 | $5,599,042 |
| Value of total assets at beginning of year | 2023-03-31 | $5,675,672 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-03-31 | $195,795 |
| Total interest from all sources | 2023-03-31 | $136,761 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-03-31 | No |
| Administrative expenses professional fees incurred | 2023-03-31 | $86,939 |
| Was this plan covered by a fidelity bond | 2023-03-31 | Yes |
| Value of fidelity bond cover | 2023-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-03-31 | No |
| Contributions received from participants | 2023-03-31 | $15,309 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-03-31 | $34,107 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-03-31 | $32,155 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-03-31 | $49,048 |
| Administrative expenses (other) incurred | 2023-03-31 | $20,952 |
| Liabilities. Value of operating payables at end of year | 2023-03-31 | $38,700 |
| Liabilities. Value of operating payables at beginning of year | 2023-03-31 | $906 |
| Total non interest bearing cash at end of year | 2023-03-31 | $92,398 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-03-31 | No |
| Value of net income/loss | 2023-03-31 | $-160,236 |
| Value of net assets at end of year (total assets less liabilities) | 2023-03-31 | $5,510,520 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-03-31 | $5,670,756 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-03-31 | No |
| Investment advisory and management fees | 2023-03-31 | $18,216 |
| Income. Interest from US Government securities | 2023-03-31 | $57,693 |
| Income. Interest from corporate debt instruments | 2023-03-31 | $67,383 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-03-31 | $659,001 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-03-31 | $664,700 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-03-31 | $664,700 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-03-31 | $11,685 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-03-31 | $1,398,589 |
| Asset value of US Government securities at end of year | 2023-03-31 | $2,983,186 |
| Asset value of US Government securities at beginning of year | 2023-03-31 | $2,709,919 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-03-31 | No |
| Contributions received in cash from employer | 2023-03-31 | $1,410,278 |
| Employer contributions (assets) at end of year | 2023-03-31 | $130,317 |
| Employer contributions (assets) at beginning of year | 2023-03-31 | $113,439 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-03-31 | $4,271 |
| Asset. Corporate debt instrument debt (other) at end of year | 2023-03-31 | $1,700,033 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2023-03-31 | $2,155,459 |
| Contract administrator fees | 2023-03-31 | $69,688 |
| 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 | 2023-03-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2023-03-31 | $774 |
| Liabilities. Value of benefit claims payable at beginning of year | 2023-03-31 | $4,010 |
| Did the plan have assets held for investment | 2023-03-31 | 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 | 2023-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-03-31 | No |
| Aggregate proceeds on sale of assets | 2023-03-31 | $5,081,528 |
| Aggregate carrying amount (costs) on sale of assets | 2023-03-31 | $5,169,705 |
| Opinion of an independent qualified public accountant for this plan | 2023-03-31 | Unqualified |
| Accountancy firm name | 2023-03-31 | SINGERLEWAK LLP |
| Accountancy firm EIN | 2023-03-31 | 952302617 |
| 2022 : HAWAII INSULATORS HEALTH & WELFARE PLAN 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-03-31 | $-313,515 |
| Total unrealized appreciation/depreciation of assets | 2022-03-31 | $-313,515 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-03-31 | $4,916 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-03-31 | $91,037 |
| Total income from all sources (including contributions) | 2022-03-31 | $998,715 |
| Total loss/gain on sale of assets | 2022-03-31 | $4,502 |
| Total of all expenses incurred | 2022-03-31 | $1,663,883 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-03-31 | $1,470,960 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-03-31 | $1,164,579 |
| Value of total assets at end of year | 2022-03-31 | $5,675,672 |
| Value of total assets at beginning of year | 2022-03-31 | $6,426,961 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-03-31 | $192,923 |
| Total interest from all sources | 2022-03-31 | $143,089 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-03-31 | No |
| Administrative expenses professional fees incurred | 2022-03-31 | $83,925 |
| Was this plan covered by a fidelity bond | 2022-03-31 | Yes |
| Value of fidelity bond cover | 2022-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-03-31 | No |
| Contributions received from participants | 2022-03-31 | $36,861 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-03-31 | $32,155 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-03-31 | $40,756 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-03-31 | $74,049 |
| Other income not declared elsewhere | 2022-03-31 | $60 |
| Administrative expenses (other) incurred | 2022-03-31 | $19,594 |
| Liabilities. Value of operating payables at end of year | 2022-03-31 | $906 |
| Liabilities. Value of operating payables at beginning of year | 2022-03-31 | $13,865 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-03-31 | No |
| Value of net income/loss | 2022-03-31 | $-665,168 |
| Value of net assets at end of year (total assets less liabilities) | 2022-03-31 | $5,670,756 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-03-31 | $6,335,924 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-03-31 | No |
| Investment advisory and management fees | 2022-03-31 | $22,947 |
| Interest earned on other investments | 2022-03-31 | $0 |
| Income. Interest from US Government securities | 2022-03-31 | $54,183 |
| Income. Interest from corporate debt instruments | 2022-03-31 | $88,824 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-03-31 | $664,700 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-03-31 | $313,404 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-03-31 | $313,404 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-03-31 | $82 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-03-31 | $1,466,449 |
| Asset value of US Government securities at end of year | 2022-03-31 | $2,709,919 |
| Asset value of US Government securities at beginning of year | 2022-03-31 | $2,903,101 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-03-31 | No |
| Contributions received in cash from employer | 2022-03-31 | $1,127,718 |
| Employer contributions (assets) at end of year | 2022-03-31 | $113,439 |
| Employer contributions (assets) at beginning of year | 2022-03-31 | $100,983 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-03-31 | $4,511 |
| Asset. Corporate debt instrument debt (other) at end of year | 2022-03-31 | $2,155,459 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2022-03-31 | $3,068,717 |
| Contract administrator fees | 2022-03-31 | $66,457 |
| 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 | 2022-03-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2022-03-31 | $4,010 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-03-31 | $3,123 |
| Did the plan have assets held for investment | 2022-03-31 | 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 | 2022-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-03-31 | No |
| Aggregate proceeds on sale of assets | 2022-03-31 | $10,043,008 |
| Aggregate carrying amount (costs) on sale of assets | 2022-03-31 | $10,038,506 |
| Opinion of an independent qualified public accountant for this plan | 2022-03-31 | Unqualified |
| Accountancy firm name | 2022-03-31 | LEMKE, CHINEN & TANAKA, CPA, INC. |
| Accountancy firm EIN | 2022-03-31 | 990155373 |
| 2021 : HAWAII INSULATORS HEALTH & WELFARE PLAN 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-03-31 | $-17,683 |
| Total unrealized appreciation/depreciation of assets | 2021-03-31 | $-17,683 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-03-31 | $91,037 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-03-31 | $15,903 |
| Total income from all sources (including contributions) | 2021-03-31 | $1,539,058 |
| Total loss/gain on sale of assets | 2021-03-31 | $57,597 |
| Total of all expenses incurred | 2021-03-31 | $1,759,364 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-03-31 | $1,579,933 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-03-31 | $1,341,833 |
| Value of total assets at end of year | 2021-03-31 | $6,426,961 |
| Value of total assets at beginning of year | 2021-03-31 | $6,572,133 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-03-31 | $179,431 |
| Total interest from all sources | 2021-03-31 | $156,737 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-03-31 | No |
| Administrative expenses professional fees incurred | 2021-03-31 | $77,108 |
| Was this plan covered by a fidelity bond | 2021-03-31 | Yes |
| Value of fidelity bond cover | 2021-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-03-31 | No |
| Contributions received from participants | 2021-03-31 | $29,376 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-03-31 | $40,756 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-03-31 | $44,591 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-03-31 | $74,049 |
| Other income not declared elsewhere | 2021-03-31 | $574 |
| Administrative expenses (other) incurred | 2021-03-31 | $12,980 |
| Liabilities. Value of operating payables at end of year | 2021-03-31 | $13,865 |
| Liabilities. Value of operating payables at beginning of year | 2021-03-31 | $12,807 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-03-31 | No |
| Value of net income/loss | 2021-03-31 | $-220,306 |
| Value of net assets at end of year (total assets less liabilities) | 2021-03-31 | $6,335,924 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-03-31 | $6,556,230 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-03-31 | No |
| Investment advisory and management fees | 2021-03-31 | $24,250 |
| Income. Interest from US Government securities | 2021-03-31 | $61,491 |
| Income. Interest from corporate debt instruments | 2021-03-31 | $94,797 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-03-31 | $313,404 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-03-31 | $509,048 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-03-31 | $509,048 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-03-31 | $449 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-03-31 | $1,574,759 |
| Asset value of US Government securities at end of year | 2021-03-31 | $2,903,101 |
| Asset value of US Government securities at beginning of year | 2021-03-31 | $3,073,406 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-03-31 | No |
| Contributions received in cash from employer | 2021-03-31 | $1,312,457 |
| Employer contributions (assets) at end of year | 2021-03-31 | $100,983 |
| Employer contributions (assets) at beginning of year | 2021-03-31 | $114,278 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-03-31 | $5,174 |
| Asset. Corporate debt instrument debt (other) at end of year | 2021-03-31 | $3,068,717 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2021-03-31 | $2,830,810 |
| Contract administrator fees | 2021-03-31 | $65,093 |
| 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 | 2021-03-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2021-03-31 | $3,123 |
| Liabilities. Value of benefit claims payable at beginning of year | 2021-03-31 | $3,096 |
| Did the plan have assets held for investment | 2021-03-31 | 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 | 2021-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-03-31 | No |
| Aggregate proceeds on sale of assets | 2021-03-31 | $9,097,334 |
| Aggregate carrying amount (costs) on sale of assets | 2021-03-31 | $9,039,737 |
| Opinion of an independent qualified public accountant for this plan | 2021-03-31 | Unqualified |
| Accountancy firm name | 2021-03-31 | LEMKE, CHINEN & TANAKA, CPA, INC. |
| Accountancy firm EIN | 2021-03-31 | 990155373 |
| 2020 : HAWAII INSULATORS HEALTH & WELFARE PLAN 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-03-31 | $110,750 |
| Total unrealized appreciation/depreciation of assets | 2020-03-31 | $110,750 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-03-31 | $15,903 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-03-31 | $126,682 |
| Total income from all sources (including contributions) | 2020-03-31 | $1,640,965 |
| Total loss/gain on sale of assets | 2020-03-31 | $-26,343 |
| Total of all expenses incurred | 2020-03-31 | $1,642,147 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-03-31 | $1,464,970 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-03-31 | $1,392,579 |
| Value of total assets at end of year | 2020-03-31 | $6,572,133 |
| Value of total assets at beginning of year | 2020-03-31 | $6,684,094 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-03-31 | $177,177 |
| Total interest from all sources | 2020-03-31 | $161,492 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-03-31 | No |
| Administrative expenses professional fees incurred | 2020-03-31 | $78,585 |
| Was this plan covered by a fidelity bond | 2020-03-31 | Yes |
| Value of fidelity bond cover | 2020-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-03-31 | No |
| Contributions received from participants | 2020-03-31 | $27,737 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-03-31 | $44,591 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-03-31 | $95,087 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-03-31 | $123,007 |
| Other income not declared elsewhere | 2020-03-31 | $2,487 |
| Administrative expenses (other) incurred | 2020-03-31 | $10,660 |
| Liabilities. Value of operating payables at end of year | 2020-03-31 | $12,807 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-03-31 | No |
| Value of net income/loss | 2020-03-31 | $-1,182 |
| Value of net assets at end of year (total assets less liabilities) | 2020-03-31 | $6,556,230 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-03-31 | $6,557,412 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-03-31 | No |
| Investment advisory and management fees | 2020-03-31 | $23,950 |
| Interest earned on other investments | 2020-03-31 | $0 |
| Income. Interest from US Government securities | 2020-03-31 | $60,145 |
| Income. Interest from corporate debt instruments | 2020-03-31 | $95,773 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-03-31 | $509,048 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-03-31 | $672,632 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-03-31 | $672,632 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-03-31 | $5,574 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-03-31 | $1,458,487 |
| Asset value of US Government securities at end of year | 2020-03-31 | $3,073,406 |
| Asset value of US Government securities at beginning of year | 2020-03-31 | $3,007,539 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-03-31 | No |
| Contributions received in cash from employer | 2020-03-31 | $1,364,842 |
| Employer contributions (assets) at end of year | 2020-03-31 | $114,278 |
| Employer contributions (assets) at beginning of year | 2020-03-31 | $144,615 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-03-31 | $6,483 |
| Asset. Corporate debt instrument debt (other) at end of year | 2020-03-31 | $2,830,810 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2020-03-31 | $2,764,221 |
| Contract administrator fees | 2020-03-31 | $63,982 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-03-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2020-03-31 | $3,096 |
| Liabilities. Value of benefit claims payable at beginning of year | 2020-03-31 | $3,675 |
| Did the plan have assets held for investment | 2020-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-03-31 | No |
| Aggregate proceeds on sale of assets | 2020-03-31 | $8,195,296 |
| Aggregate carrying amount (costs) on sale of assets | 2020-03-31 | $8,221,639 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-03-31 | Unqualified |
| Accountancy firm name | 2020-03-31 | LEMKE, CHINEN & TANAKA, CPA, INC. |
| Accountancy firm EIN | 2020-03-31 | 990155373 |
| 2019 : HAWAII INSULATORS HEALTH & WELFARE PLAN 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-03-31 | $129,161 |
| Total unrealized appreciation/depreciation of assets | 2019-03-31 | $129,161 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-03-31 | $126,682 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-03-31 | $11,855 |
| Total income from all sources (including contributions) | 2019-03-31 | $1,884,900 |
| Total loss/gain on sale of assets | 2019-03-31 | $-86,933 |
| Total of all expenses incurred | 2019-03-31 | $1,495,416 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-03-31 | $1,322,518 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-03-31 | $1,682,363 |
| Value of total assets at end of year | 2019-03-31 | $6,684,094 |
| Value of total assets at beginning of year | 2019-03-31 | $6,179,783 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-03-31 | $172,898 |
| Total interest from all sources | 2019-03-31 | $158,791 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-03-31 | No |
| Administrative expenses professional fees incurred | 2019-03-31 | $74,240 |
| Was this plan covered by a fidelity bond | 2019-03-31 | Yes |
| Value of fidelity bond cover | 2019-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-03-31 | No |
| Contributions received from participants | 2019-03-31 | $18,336 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-03-31 | $95,087 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-03-31 | $39,255 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-03-31 | $123,007 |
| Other income not declared elsewhere | 2019-03-31 | $1,518 |
| Administrative expenses (other) incurred | 2019-03-31 | $14,873 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-03-31 | No |
| Value of net income/loss | 2019-03-31 | $389,484 |
| Value of net assets at end of year (total assets less liabilities) | 2019-03-31 | $6,557,412 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-03-31 | $6,167,928 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-03-31 | No |
| Investment advisory and management fees | 2019-03-31 | $20,804 |
| Interest earned on other investments | 2019-03-31 | $97 |
| Income. Interest from US Government securities | 2019-03-31 | $58,122 |
| Income. Interest from corporate debt instruments | 2019-03-31 | $92,652 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-03-31 | $672,632 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-03-31 | $476,090 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-03-31 | $476,090 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-03-31 | $7,920 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-03-31 | $1,316,768 |
| Asset value of US Government securities at end of year | 2019-03-31 | $3,007,539 |
| Asset value of US Government securities at beginning of year | 2019-03-31 | $2,919,761 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-03-31 | No |
| Contributions received in cash from employer | 2019-03-31 | $1,664,027 |
| Employer contributions (assets) at end of year | 2019-03-31 | $144,615 |
| Employer contributions (assets) at beginning of year | 2019-03-31 | $133,408 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-03-31 | $5,750 |
| Asset. Corporate debt instrument debt (other) at end of year | 2019-03-31 | $2,764,221 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2019-03-31 | $2,611,269 |
| Contract administrator fees | 2019-03-31 | $62,981 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-03-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2019-03-31 | $3,675 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-03-31 | $11,855 |
| Did the plan have assets held for investment | 2019-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-03-31 | No |
| Aggregate proceeds on sale of assets | 2019-03-31 | $5,321,250 |
| Aggregate carrying amount (costs) on sale of assets | 2019-03-31 | $5,408,183 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-03-31 | Unqualified |
| Accountancy firm name | 2019-03-31 | LEMKE, CHINEN & TANAKA, CPA, INC. |
| Accountancy firm EIN | 2019-03-31 | 990155373 |
| 2018 : HAWAII INSULATORS HEALTH & WELFARE PLAN 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-03-31 | $-80,309 |
| Total unrealized appreciation/depreciation of assets | 2018-03-31 | $-80,309 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-03-31 | $11,855 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-03-31 | $32,163 |
| Total income from all sources (including contributions) | 2018-03-31 | $1,391,989 |
| Total loss/gain on sale of assets | 2018-03-31 | $-50,821 |
| Total of all expenses incurred | 2018-03-31 | $1,398,468 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-03-31 | $1,228,447 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-03-31 | $1,361,821 |
| Value of total assets at end of year | 2018-03-31 | $6,179,783 |
| Value of total assets at beginning of year | 2018-03-31 | $6,206,570 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-03-31 | $170,021 |
| Total interest from all sources | 2018-03-31 | $157,207 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-03-31 | No |
| Administrative expenses professional fees incurred | 2018-03-31 | $75,031 |
| Was this plan covered by a fidelity bond | 2018-03-31 | Yes |
| Value of fidelity bond cover | 2018-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-03-31 | No |
| Contributions received from participants | 2018-03-31 | $6,381 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-03-31 | $39,255 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-03-31 | $45,819 |
| Other income not declared elsewhere | 2018-03-31 | $4,091 |
| Administrative expenses (other) incurred | 2018-03-31 | $12,552 |
| Liabilities. Value of operating payables at end of year | 2018-03-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2018-03-31 | $20,652 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-03-31 | No |
| Value of net income/loss | 2018-03-31 | $-6,479 |
| Value of net assets at end of year (total assets less liabilities) | 2018-03-31 | $6,167,928 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-03-31 | $6,174,407 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-03-31 | No |
| Investment advisory and management fees | 2018-03-31 | $22,254 |
| Interest earned on other investments | 2018-03-31 | $45 |
| Income. Interest from US Government securities | 2018-03-31 | $53,116 |
| Income. Interest from corporate debt instruments | 2018-03-31 | $100,097 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-03-31 | $476,090 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-03-31 | $610,636 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-03-31 | $610,636 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-03-31 | $3,949 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-03-31 | $1,220,797 |
| Asset value of US Government securities at end of year | 2018-03-31 | $2,919,761 |
| Asset value of US Government securities at beginning of year | 2018-03-31 | $2,732,098 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2018-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-03-31 | No |
| Contributions received in cash from employer | 2018-03-31 | $1,355,440 |
| Employer contributions (assets) at end of year | 2018-03-31 | $133,408 |
| Employer contributions (assets) at beginning of year | 2018-03-31 | $126,860 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-03-31 | $7,650 |
| Asset. Corporate debt instrument debt (other) at end of year | 2018-03-31 | $2,611,269 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2018-03-31 | $2,691,157 |
| Contract administrator fees | 2018-03-31 | $60,184 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-03-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2018-03-31 | $11,855 |
| Liabilities. Value of benefit claims payable at beginning of year | 2018-03-31 | $11,511 |
| Did the plan have assets held for investment | 2018-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-03-31 | No |
| Aggregate proceeds on sale of assets | 2018-03-31 | $5,026,266 |
| Aggregate carrying amount (costs) on sale of assets | 2018-03-31 | $5,077,087 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-03-31 | Unqualified |
| Accountancy firm name | 2018-03-31 | LEMKE, CHINEN & TANAKA, CPA, INC. |
| Accountancy firm EIN | 2018-03-31 | 990155373 |
| 2017 : HAWAII INSULATORS HEALTH & WELFARE PLAN 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-03-31 | $-70,620 |
| Total unrealized appreciation/depreciation of assets | 2017-03-31 | $-70,620 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-03-31 | $32,163 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-03-31 | $25,348 |
| Total income from all sources (including contributions) | 2017-03-31 | $1,643,178 |
| Total loss/gain on sale of assets | 2017-03-31 | $-35,163 |
| Total of all expenses incurred | 2017-03-31 | $1,247,971 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-03-31 | $1,073,113 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-03-31 | $1,593,806 |
| Value of total assets at end of year | 2017-03-31 | $6,206,570 |
| Value of total assets at beginning of year | 2017-03-31 | $5,804,548 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-03-31 | $174,858 |
| Total interest from all sources | 2017-03-31 | $153,723 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-03-31 | No |
| Administrative expenses professional fees incurred | 2017-03-31 | $75,134 |
| Was this plan covered by a fidelity bond | 2017-03-31 | Yes |
| Value of fidelity bond cover | 2017-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-03-31 | No |
| Contributions received from participants | 2017-03-31 | $15,389 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-03-31 | $45,819 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-03-31 | $71,675 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-03-31 | $15,187 |
| Other income not declared elsewhere | 2017-03-31 | $1,432 |
| Administrative expenses (other) incurred | 2017-03-31 | $17,636 |
| Liabilities. Value of operating payables at end of year | 2017-03-31 | $20,652 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-03-31 | No |
| Value of net income/loss | 2017-03-31 | $395,207 |
| Value of net assets at end of year (total assets less liabilities) | 2017-03-31 | $6,174,407 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-03-31 | $5,779,200 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-03-31 | No |
| Investment advisory and management fees | 2017-03-31 | $24,284 |
| Interest earned on other investments | 2017-03-31 | $2,013 |
| Income. Interest from US Government securities | 2017-03-31 | $44,462 |
| Income. Interest from corporate debt instruments | 2017-03-31 | $105,142 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-03-31 | $610,636 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-03-31 | $542,959 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-03-31 | $542,959 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-03-31 | $2,106 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-03-31 | $1,067,715 |
| Asset value of US Government securities at end of year | 2017-03-31 | $2,732,098 |
| Asset value of US Government securities at beginning of year | 2017-03-31 | $2,352,665 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-03-31 | No |
| Contributions received in cash from employer | 2017-03-31 | $1,578,417 |
| Employer contributions (assets) at end of year | 2017-03-31 | $126,860 |
| Employer contributions (assets) at beginning of year | 2017-03-31 | $193,281 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-03-31 | $5,398 |
| Asset. Corporate debt instrument debt (other) at end of year | 2017-03-31 | $2,691,157 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2017-03-31 | $2,643,968 |
| Contract administrator fees | 2017-03-31 | $57,804 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-03-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2017-03-31 | $11,511 |
| Liabilities. Value of benefit claims payable at beginning of year | 2017-03-31 | $10,161 |
| Did the plan have assets held for investment | 2017-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-03-31 | No |
| Aggregate proceeds on sale of assets | 2017-03-31 | $6,184,844 |
| Aggregate carrying amount (costs) on sale of assets | 2017-03-31 | $6,220,007 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-03-31 | Unqualified |
| Accountancy firm name | 2017-03-31 | LEMKE, CHINEN & TANAKA, CPA, INC. |
| Accountancy firm EIN | 2017-03-31 | 990155373 |
| 2016 : HAWAII INSULATORS HEALTH & WELFARE PLAN 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-03-31 | $26,162 |
| Total unrealized appreciation/depreciation of assets | 2016-03-31 | $26,162 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-03-31 | $25,348 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-03-31 | $86,281 |
| Total income from all sources (including contributions) | 2016-03-31 | $1,373,751 |
| Total loss/gain on sale of assets | 2016-03-31 | $-75,738 |
| Total of all expenses incurred | 2016-03-31 | $1,085,085 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-03-31 | $896,431 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-03-31 | $1,214,451 |
| Value of total assets at end of year | 2016-03-31 | $5,804,548 |
| Value of total assets at beginning of year | 2016-03-31 | $5,576,815 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-03-31 | $188,654 |
| Total interest from all sources | 2016-03-31 | $202,621 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-03-31 | No |
| Administrative expenses professional fees incurred | 2016-03-31 | $87,167 |
| Was this plan covered by a fidelity bond | 2016-03-31 | Yes |
| Value of fidelity bond cover | 2016-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-03-31 | No |
| Contributions received from participants | 2016-03-31 | $27,533 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-03-31 | $71,675 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-03-31 | $15,187 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-03-31 | $76,019 |
| Other income not declared elsewhere | 2016-03-31 | $6,255 |
| Administrative expenses (other) incurred | 2016-03-31 | $16,590 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-03-31 | No |
| Value of net income/loss | 2016-03-31 | $288,666 |
| Value of net assets at end of year (total assets less liabilities) | 2016-03-31 | $5,779,200 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-03-31 | $5,490,534 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-03-31 | No |
| Investment advisory and management fees | 2016-03-31 | $26,005 |
| Interest earned on other investments | 2016-03-31 | $340 |
| Income. Interest from US Government securities | 2016-03-31 | $53,270 |
| Income. Interest from corporate debt instruments | 2016-03-31 | $148,500 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-03-31 | $542,959 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-03-31 | $788,537 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-03-31 | $788,537 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-03-31 | $511 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-03-31 | $890,475 |
| Asset value of US Government securities at end of year | 2016-03-31 | $2,352,665 |
| Asset value of US Government securities at beginning of year | 2016-03-31 | $1,944,708 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-03-31 | No |
| Contributions received in cash from employer | 2016-03-31 | $1,186,918 |
| Employer contributions (assets) at end of year | 2016-03-31 | $193,281 |
| Employer contributions (assets) at beginning of year | 2016-03-31 | $167,951 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-03-31 | $5,956 |
| Asset. Corporate debt instrument debt (other) at end of year | 2016-03-31 | $2,643,968 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2016-03-31 | $2,675,619 |
| Contract administrator fees | 2016-03-31 | $58,892 |
| 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 | 2016-03-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2016-03-31 | $10,161 |
| Liabilities. Value of benefit claims payable at beginning of year | 2016-03-31 | $10,262 |
| Did the plan have assets held for investment | 2016-03-31 | 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 | 2016-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-03-31 | No |
| Aggregate proceeds on sale of assets | 2016-03-31 | $6,111,867 |
| Aggregate carrying amount (costs) on sale of assets | 2016-03-31 | $6,187,605 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-03-31 | Unqualified |
| Accountancy firm name | 2016-03-31 | LEMKE, CHINEN & TANAKA, CPA, INC. |
| Accountancy firm EIN | 2016-03-31 | 990155373 |
| 2015 : HAWAII INSULATORS HEALTH & WELFARE PLAN 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-03-31 | $-31,533 |
| Total unrealized appreciation/depreciation of assets | 2015-03-31 | $-31,533 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-03-31 | $86,281 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-03-31 | $9,828 |
| Total income from all sources (including contributions) | 2015-03-31 | $1,027,001 |
| Total loss/gain on sale of assets | 2015-03-31 | $-17,416 |
| Total of all expenses incurred | 2015-03-31 | $1,018,064 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-03-31 | $845,229 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-03-31 | $970,053 |
| Value of total assets at end of year | 2015-03-31 | $5,576,815 |
| Value of total assets at beginning of year | 2015-03-31 | $5,491,425 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-03-31 | $172,835 |
| Total interest from all sources | 2015-03-31 | $104,602 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-03-31 | No |
| Administrative expenses professional fees incurred | 2015-03-31 | $75,733 |
| Was this plan covered by a fidelity bond | 2015-03-31 | Yes |
| Value of fidelity bond cover | 2015-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-03-31 | No |
| Contributions received from participants | 2015-03-31 | $17,520 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-03-31 | $39,464 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-03-31 | $76,019 |
| Other income not declared elsewhere | 2015-03-31 | $1,295 |
| Administrative expenses (other) incurred | 2015-03-31 | $22,433 |
| Liabilities. Value of operating payables at end of year | 2015-03-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2015-03-31 | $5,207 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-03-31 | No |
| Value of net income/loss | 2015-03-31 | $8,937 |
| Value of net assets at end of year (total assets less liabilities) | 2015-03-31 | $5,490,534 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-03-31 | $5,481,597 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-03-31 | No |
| Investment advisory and management fees | 2015-03-31 | $21,314 |
| Interest earned on other investments | 2015-03-31 | $865 |
| Income. Interest from US Government securities | 2015-03-31 | $33,983 |
| Income. Interest from corporate debt instruments | 2015-03-31 | $69,128 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-03-31 | $788,537 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-03-31 | $894,099 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-03-31 | $894,099 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-03-31 | $626 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-03-31 | $839,807 |
| Asset value of US Government securities at end of year | 2015-03-31 | $1,944,708 |
| Asset value of US Government securities at beginning of year | 2015-03-31 | $2,262,636 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-03-31 | No |
| Contributions received in cash from employer | 2015-03-31 | $952,533 |
| Employer contributions (assets) at end of year | 2015-03-31 | $167,951 |
| Employer contributions (assets) at beginning of year | 2015-03-31 | $201,811 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-03-31 | $5,422 |
| Asset. Corporate debt instrument debt (other) at end of year | 2015-03-31 | $2,675,619 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2015-03-31 | $2,093,415 |
| Contract administrator fees | 2015-03-31 | $53,355 |
| 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 | 2015-03-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2015-03-31 | $10,262 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-03-31 | $4,621 |
| Did the plan have assets held for investment | 2015-03-31 | 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 | 2015-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-03-31 | No |
| Aggregate proceeds on sale of assets | 2015-03-31 | $6,867,627 |
| Aggregate carrying amount (costs) on sale of assets | 2015-03-31 | $6,885,043 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-03-31 | Unqualified |
| Accountancy firm name | 2015-03-31 | LEMKE, CHINEN & TANAKA, CPA, INC. |
| Accountancy firm EIN | 2015-03-31 | 990155373 |
| 2014 : HAWAII INSULATORS HEALTH & WELFARE PLAN 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-03-31 | $-42,232 |
| Total unrealized appreciation/depreciation of assets | 2014-03-31 | $-42,232 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-03-31 | $9,828 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-03-31 | $8,032 |
| Total income from all sources (including contributions) | 2014-03-31 | $1,123,720 |
| Total loss/gain on sale of assets | 2014-03-31 | $-36,800 |
| Total of all expenses incurred | 2014-03-31 | $1,016,914 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-03-31 | $857,759 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-03-31 | $1,091,323 |
| Value of total assets at end of year | 2014-03-31 | $5,491,425 |
| Value of total assets at beginning of year | 2014-03-31 | $5,382,823 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-03-31 | $159,155 |
| Total interest from all sources | 2014-03-31 | $109,359 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-03-31 | No |
| Administrative expenses professional fees incurred | 2014-03-31 | $59,897 |
| Was this plan covered by a fidelity bond | 2014-03-31 | Yes |
| Value of fidelity bond cover | 2014-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-03-31 | No |
| Contributions received from participants | 2014-03-31 | $16,039 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-03-31 | $39,464 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-03-31 | $38,720 |
| Other income not declared elsewhere | 2014-03-31 | $2,070 |
| Administrative expenses (other) incurred | 2014-03-31 | $27,085 |
| Liabilities. Value of operating payables at end of year | 2014-03-31 | $5,207 |
| Liabilities. Value of operating payables at beginning of year | 2014-03-31 | $1,911 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-03-31 | No |
| Value of net income/loss | 2014-03-31 | $106,806 |
| Value of net assets at end of year (total assets less liabilities) | 2014-03-31 | $5,481,597 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-03-31 | $5,374,791 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-03-31 | No |
| Investment advisory and management fees | 2014-03-31 | $20,910 |
| Interest earned on other investments | 2014-03-31 | $438 |
| Income. Interest from US Government securities | 2014-03-31 | $49,861 |
| Income. Interest from corporate debt instruments | 2014-03-31 | $58,461 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-03-31 | $894,099 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-03-31 | $721,121 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-03-31 | $721,121 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-03-31 | $599 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-03-31 | $852,859 |
| Asset value of US Government securities at end of year | 2014-03-31 | $2,262,636 |
| Asset value of US Government securities at beginning of year | 2014-03-31 | $2,350,158 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-03-31 | No |
| Contributions received in cash from employer | 2014-03-31 | $1,075,284 |
| Employer contributions (assets) at end of year | 2014-03-31 | $201,811 |
| Employer contributions (assets) at beginning of year | 2014-03-31 | $178,271 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-03-31 | $4,900 |
| Asset. Corporate debt instrument debt (other) at end of year | 2014-03-31 | $2,093,415 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2014-03-31 | $2,094,553 |
| Contract administrator fees | 2014-03-31 | $51,263 |
| 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 | 2014-03-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2014-03-31 | $4,621 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-03-31 | $6,121 |
| Did the plan have assets held for investment | 2014-03-31 | 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 | 2014-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-03-31 | No |
| Aggregate proceeds on sale of assets | 2014-03-31 | $5,580,509 |
| Aggregate carrying amount (costs) on sale of assets | 2014-03-31 | $5,617,309 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-03-31 | Unqualified |
| Accountancy firm name | 2014-03-31 | LEMKE, CHINEN & TANAKA, CPA, INC. |
| Accountancy firm EIN | 2014-03-31 | 990155373 |
| 2013 : HAWAII INSULATORS HEALTH & WELFARE PLAN 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-03-31 | $-18,024 |
| Total unrealized appreciation/depreciation of assets | 2013-03-31 | $-18,024 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-03-31 | $8,032 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-03-31 | $147,016 |
| Total income from all sources (including contributions) | 2013-03-31 | $1,348,134 |
| Total loss/gain on sale of assets | 2013-03-31 | $-12,687 |
| Total of all expenses incurred | 2013-03-31 | $1,176,680 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-03-31 | $1,046,381 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-03-31 | $1,263,211 |
| Value of total assets at end of year | 2013-03-31 | $5,382,823 |
| Value of total assets at beginning of year | 2013-03-31 | $5,350,353 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-03-31 | $130,299 |
| Total interest from all sources | 2013-03-31 | $114,450 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-03-31 | No |
| Administrative expenses professional fees incurred | 2013-03-31 | $46,365 |
| Was this plan covered by a fidelity bond | 2013-03-31 | Yes |
| Value of fidelity bond cover | 2013-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-03-31 | No |
| Contributions received from participants | 2013-03-31 | $11,230 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-03-31 | $38,720 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-03-31 | $25,477 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-03-31 | $136,357 |
| Other income not declared elsewhere | 2013-03-31 | $1,184 |
| Administrative expenses (other) incurred | 2013-03-31 | $21,487 |
| Liabilities. Value of operating payables at end of year | 2013-03-31 | $1,911 |
| Liabilities. Value of operating payables at beginning of year | 2013-03-31 | $6,370 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-03-31 | No |
| Value of net income/loss | 2013-03-31 | $171,454 |
| Value of net assets at end of year (total assets less liabilities) | 2013-03-31 | $5,374,791 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-03-31 | $5,203,337 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-03-31 | No |
| Investment advisory and management fees | 2013-03-31 | $22,226 |
| Income. Interest from US Government securities | 2013-03-31 | $58,437 |
| Income. Interest from corporate debt instruments | 2013-03-31 | $54,741 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-03-31 | $721,121 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-03-31 | $1,664,446 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-03-31 | $1,664,446 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-03-31 | $1,272 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-03-31 | $1,041,461 |
| Asset value of US Government securities at end of year | 2013-03-31 | $2,350,158 |
| Asset value of US Government securities at beginning of year | 2013-03-31 | $2,536,564 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-03-31 | No |
| Contributions received in cash from employer | 2013-03-31 | $1,251,981 |
| Employer contributions (assets) at end of year | 2013-03-31 | $178,271 |
| Employer contributions (assets) at beginning of year | 2013-03-31 | $295,080 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-03-31 | $4,920 |
| Asset. Corporate debt instrument debt (other) at end of year | 2013-03-31 | $2,094,553 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2013-03-31 | $828,786 |
| Contract administrator fees | 2013-03-31 | $40,221 |
| 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 | 2013-03-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2013-03-31 | $6,121 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-03-31 | $4,289 |
| Did the plan have assets held for investment | 2013-03-31 | 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 | 2013-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-03-31 | No |
| Aggregate proceeds on sale of assets | 2013-03-31 | $6,285,301 |
| Aggregate carrying amount (costs) on sale of assets | 2013-03-31 | $6,297,988 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-03-31 | Unqualified |
| Accountancy firm name | 2013-03-31 | LEMKE, CHINEN & TANAKA, CPA, INC. |
| Accountancy firm EIN | 2013-03-31 | 990155373 |
| 2012 : HAWAII INSULATORS HEALTH & WELFARE PLAN 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-03-31 | $1,600 |
| Total unrealized appreciation/depreciation of assets | 2012-03-31 | $1,600 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-03-31 | $147,016 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-03-31 | $12,008 |
| Total income from all sources (including contributions) | 2012-03-31 | $1,263,562 |
| Total loss/gain on sale of assets | 2012-03-31 | $-7,951 |
| Total of all expenses incurred | 2012-03-31 | $889,615 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-03-31 | $738,453 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-03-31 | $1,181,472 |
| Value of total assets at end of year | 2012-03-31 | $5,350,353 |
| Value of total assets at beginning of year | 2012-03-31 | $4,841,398 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-03-31 | $151,162 |
| Total interest from all sources | 2012-03-31 | $84,589 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-03-31 | No |
| Administrative expenses professional fees incurred | 2012-03-31 | $67,627 |
| Was this plan covered by a fidelity bond | 2012-03-31 | Yes |
| Value of fidelity bond cover | 2012-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-03-31 | No |
| Contributions received from participants | 2012-03-31 | $21,392 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-03-31 | $25,477 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-03-31 | $22,318 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-03-31 | $136,357 |
| Other income not declared elsewhere | 2012-03-31 | $3,852 |
| Administrative expenses (other) incurred | 2012-03-31 | $35,211 |
| Liabilities. Value of operating payables at end of year | 2012-03-31 | $6,370 |
| Liabilities. Value of operating payables at beginning of year | 2012-03-31 | $8,036 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-03-31 | No |
| Value of net income/loss | 2012-03-31 | $373,947 |
| Value of net assets at end of year (total assets less liabilities) | 2012-03-31 | $5,203,337 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-03-31 | $4,829,390 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-03-31 | No |
| Investment advisory and management fees | 2012-03-31 | $9,895 |
| Income. Interest from US Government securities | 2012-03-31 | $62,852 |
| Income. Interest from corporate debt instruments | 2012-03-31 | $19,490 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-03-31 | $1,664,446 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-03-31 | $2,121,025 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-03-31 | $2,121,025 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-03-31 | $2,247 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-03-31 | $735,024 |
| Asset value of US Government securities at end of year | 2012-03-31 | $2,536,564 |
| Asset value of US Government securities at beginning of year | 2012-03-31 | $2,092,723 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-03-31 | No |
| Contributions received in cash from employer | 2012-03-31 | $1,160,080 |
| Employer contributions (assets) at end of year | 2012-03-31 | $295,080 |
| Employer contributions (assets) at beginning of year | 2012-03-31 | $84,486 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-03-31 | $3,429 |
| Asset. Corporate debt instrument debt (other) at end of year | 2012-03-31 | $828,786 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2012-03-31 | $520,846 |
| Contract administrator fees | 2012-03-31 | $38,429 |
| 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 | 2012-03-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2012-03-31 | $4,289 |
| Liabilities. Value of benefit claims payable at beginning of year | 2012-03-31 | $3,972 |
| Did the plan have assets held for investment | 2012-03-31 | 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 | 2012-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-03-31 | No |
| Aggregate proceeds on sale of assets | 2012-03-31 | $5,607,246 |
| Aggregate carrying amount (costs) on sale of assets | 2012-03-31 | $5,615,197 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-03-31 | Unqualified |
| Accountancy firm name | 2012-03-31 | LEMKE CHINEN & TANAKA CPA, INC |
| Accountancy firm EIN | 2012-03-31 | 990155373 |
| 2011 : HAWAII INSULATORS HEALTH & WELFARE PLAN 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-03-31 | $-11,048 |
| Total unrealized appreciation/depreciation of assets | 2011-03-31 | $-11,048 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-03-31 | $12,008 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-03-31 | $6,591 |
| Total income from all sources (including contributions) | 2011-03-31 | $875,325 |
| Total loss/gain on sale of assets | 2011-03-31 | $-3,946 |
| Total of all expenses incurred | 2011-03-31 | $825,018 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-03-31 | $688,329 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-03-31 | $785,967 |
| Value of total assets at end of year | 2011-03-31 | $4,841,398 |
| Value of total assets at beginning of year | 2011-03-31 | $4,785,673 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-03-31 | $136,689 |
| Total interest from all sources | 2011-03-31 | $99,574 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-03-31 | No |
| Administrative expenses professional fees incurred | 2011-03-31 | $64,294 |
| Was this plan covered by a fidelity bond | 2011-03-31 | Yes |
| Value of fidelity bond cover | 2011-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-03-31 | No |
| Contributions received from participants | 2011-03-31 | $33,434 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-03-31 | $22,318 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-03-31 | $53,539 |
| Other income not declared elsewhere | 2011-03-31 | $4,778 |
| Administrative expenses (other) incurred | 2011-03-31 | $27,444 |
| Liabilities. Value of operating payables at end of year | 2011-03-31 | $8,036 |
| Liabilities. Value of operating payables at beginning of year | 2011-03-31 | $5,962 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-03-31 | No |
| Value of net income/loss | 2011-03-31 | $50,307 |
| Value of net assets at end of year (total assets less liabilities) | 2011-03-31 | $4,829,390 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-03-31 | $4,779,082 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-03-31 | No |
| Investment advisory and management fees | 2011-03-31 | $8,612 |
| Income. Interest from US Government securities | 2011-03-31 | $70,569 |
| Income. Interest from corporate debt instruments | 2011-03-31 | $21,666 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-03-31 | $2,121,025 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-03-31 | $2,049,605 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-03-31 | $2,049,605 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-03-31 | $7,339 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-03-31 | $684,653 |
| Asset value of US Government securities at end of year | 2011-03-31 | $2,092,723 |
| Asset value of US Government securities at beginning of year | 2011-03-31 | $2,086,037 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-03-31 | No |
| Contributions received in cash from employer | 2011-03-31 | $752,533 |
| Employer contributions (assets) at end of year | 2011-03-31 | $84,486 |
| Employer contributions (assets) at beginning of year | 2011-03-31 | $143,325 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-03-31 | $3,676 |
| Asset. Corporate debt instrument debt (other) at end of year | 2011-03-31 | $520,846 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2011-03-31 | $453,167 |
| Contract administrator fees | 2011-03-31 | $36,339 |
| 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 | 2011-03-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2011-03-31 | $3,972 |
| Liabilities. Value of benefit claims payable at beginning of year | 2011-03-31 | $629 |
| Did the plan have assets held for investment | 2011-03-31 | 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 | 2011-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-03-31 | No |
| Aggregate proceeds on sale of assets | 2011-03-31 | $3,522,096 |
| Aggregate carrying amount (costs) on sale of assets | 2011-03-31 | $3,526,042 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-03-31 | Unqualified |
| Accountancy firm name | 2011-03-31 | LEMKE CHINEN & TANAKA CPA, INC |
| Accountancy firm EIN | 2011-03-31 | 990155373 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 142389-0001 |
| Policy instance | 7 |
| Insurance contract or identification number | 142389-0001 | | Number of Individuals Covered | 104 | | Insurance policy start date | 2022-04-01 | | Insurance policy end date | 2023-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | GROUP LONG TERM CARE | | Welfare Benefit Premiums Paid to Carrier | USD $12,560 | | 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 | 1537 |
| Policy instance | 1 |
| Insurance contract or identification number | 1537 | | Number of Individuals Covered | 318 | | Insurance policy start date | 2022-04-01 | | Insurance policy end date | 2023-03-31 | | Total amount of commissions paid to insurance broker | USD $1,005 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,005 | | Insurance broker organization code? | 3 |
|
| HAWAII DENTAL SERVICE (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 2685 |
| Policy instance | 2 |
| Insurance contract or identification number | 2685 | | Number of Individuals Covered | 15 | | Insurance policy start date | 2022-04-01 | | Insurance policy end date | 2023-03-31 | | Total amount of commissions paid to insurance broker | USD $31 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $31 | | Insurance broker organization code? | 3 |
|
| HAWAII MEDICAL ASSURANCE ASSOCIATION (National Association of Insurance Commissioners NAIC id number: 48330 ) |
| Policy contract number | 55800 |
| Policy instance | 3 |
| Insurance contract or identification number | 55800 | | Number of Individuals Covered | 289 | | Insurance policy start date | 2022-04-01 | | Insurance policy end date | 2023-03-31 | | Total amount of commissions paid to insurance broker | USD $34,462 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,053,285 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $34,462 | | Insurance broker organization code? | 3 |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
| Policy contract number | 8418 |
| Policy instance | 4 |
| Insurance contract or identification number | 8418 | | Number of Individuals Covered | 24 | | Insurance policy start date | 2022-04-01 | | Insurance policy end date | 2023-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $90,375 | | 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 | 40157-100 |
| Policy instance | 5 |
| Insurance contract or identification number | 40157-100 | | Number of Individuals Covered | 123 | | Insurance policy start date | 2022-02-01 | | Insurance policy end date | 2023-01-31 | | Total amount of commissions paid to insurance broker | USD $1,339 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $11,984 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,339 | | Insurance broker organization code? | 3 |
|
| PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD. (National Association of Insurance Commissioners NAIC id number: 64343 ) |
| Policy contract number | 40157-1110 |
| Policy instance | 6 |
| Insurance contract or identification number | 40157-1110 | | Number of Individuals Covered | 104 | | Insurance policy start date | 2021-09-01 | | Insurance policy end date | 2022-08-31 | | Total amount of commissions paid to insurance broker | USD $1,681 | | Total amount of fees paid to insurance company | USD $0 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $28,012 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,681 | | Insurance broker organization code? | 3 |
|
| HAWAII DENTAL SERVICE (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 1537 |
| Policy instance | 1 |
| Insurance contract or identification number | 1537 | | Number of Individuals Covered | 316 | | Insurance policy start date | 2021-04-01 | | Insurance policy end date | 2022-03-31 | | Total amount of commissions paid to insurance broker | USD $1,099 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,099 | | Insurance broker organization code? | 3 |
|
| HAWAII DENTAL SERVICE (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 2685 |
| Policy instance | 2 |
| Insurance contract or identification number | 2685 | | Number of Individuals Covered | 17 | | Insurance policy start date | 2021-04-01 | | Insurance policy end date | 2022-03-31 | | Total amount of commissions paid to insurance broker | USD $31 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $31 | | Insurance broker organization code? | 3 |
|
| HAWAII MEDICAL ASSURANCE ASSOCIATION (National Association of Insurance Commissioners NAIC id number: 48330 ) |
| Policy contract number | 55800 |
| Policy instance | 3 |
| Insurance contract or identification number | 55800 | | Number of Individuals Covered | 275 | | Insurance policy start date | 2021-04-01 | | Insurance policy end date | 2022-03-31 | | Total amount of commissions paid to insurance broker | USD $33,713 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,220,892 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $33,713 | | Insurance broker organization code? | 3 |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
| Policy contract number | 8418 |
| Policy instance | 4 |
| Insurance contract or identification number | 8418 | | Number of Individuals Covered | 23 | | Insurance policy start date | 2021-04-01 | | Insurance policy end date | 2022-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $78,014 | | 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 | 40157-100 |
| Policy instance | 5 |
| Insurance contract or identification number | 40157-100 | | Number of Individuals Covered | 123 | | Insurance policy start date | 2021-02-01 | | Insurance policy end date | 2022-01-31 | | Total amount of commissions paid to insurance broker | USD $1,392 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $12,707 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,392 | | Insurance broker organization code? | 3 |
|
| PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD. (National Association of Insurance Commissioners NAIC id number: 64343 ) |
| Policy contract number | TDI-1110 |
| Policy instance | 6 |
| Insurance contract or identification number | TDI-1110 | | Number of Individuals Covered | 100 | | Insurance policy start date | 2020-09-01 | | Insurance policy end date | 2021-08-31 | | Total amount of commissions paid to insurance broker | USD $1,699 | | Total amount of fees paid to insurance company | USD $0 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $31,349 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,699 | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 142389 |
| Policy instance | 7 |
| Insurance contract or identification number | 142389 | | Number of Individuals Covered | 99 | | Insurance policy start date | 2021-04-01 | | Insurance policy end date | 2022-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | GROUP LONG TERM CARE | | Welfare Benefit Premiums Paid to Carrier | USD $12,315 | | 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 | 1537 |
| Policy instance | 1 |
| Insurance contract or identification number | 1537 | | Number of Individuals Covered | 352 | | Insurance policy start date | 2020-04-01 | | Insurance policy end date | 2021-03-31 | | Total amount of commissions paid to insurance broker | USD $1,218 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,218 | | Insurance broker organization code? | 3 |
|
| HAWAII DENTAL SERVICE (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 2685 |
| Policy instance | 2 |
| Insurance contract or identification number | 2685 | | Number of Individuals Covered | 16 | | Insurance policy start date | 2020-04-01 | | Insurance policy end date | 2021-03-31 | | Total amount of commissions paid to insurance broker | USD $31 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $31 | | Insurance broker organization code? | 3 |
|
| HAWAII MEDICAL ASSURANCE ASSOCIATION (National Association of Insurance Commissioners NAIC id number: 48330 ) |
| Policy contract number | 55800 |
| Policy instance | 3 |
| Insurance contract or identification number | 55800 | | Number of Individuals Covered | 336 | | Insurance policy start date | 2020-04-01 | | Insurance policy end date | 2021-03-31 | | Total amount of commissions paid to insurance broker | USD $38,412 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,313,582 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $38,412 | | Insurance broker organization code? | 3 |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
| Policy contract number | 8418 |
| Policy instance | 4 |
| Insurance contract or identification number | 8418 | | Number of Individuals Covered | 20 | | Insurance policy start date | 2020-04-01 | | Insurance policy end date | 2021-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $75,836 | | 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 | 40157-100 |
| Policy instance | 5 |
| Insurance contract or identification number | 40157-100 | | Number of Individuals Covered | 141 | | Insurance policy start date | 2020-02-01 | | Insurance policy end date | 2021-01-31 | | Total amount of commissions paid to insurance broker | USD $1,444 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $13,479 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,444 | | Insurance broker organization code? | 3 |
|
| PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD. (National Association of Insurance Commissioners NAIC id number: 64343 ) |
| Policy contract number | TDI-1110 |
| Policy instance | 6 |
| Insurance contract or identification number | TDI-1110 | | Number of Individuals Covered | 116 | | Insurance policy start date | 2019-09-01 | | Insurance policy end date | 2020-08-31 | | Total amount of commissions paid to insurance broker | USD $1,892 | | Total amount of fees paid to insurance company | USD $0 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $31,541 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,892 | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 142389 |
| Policy instance | 7 |
| Insurance contract or identification number | 142389 | | Number of Individuals Covered | 120 | | Insurance policy start date | 2020-04-01 | | Insurance policy end date | 2021-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | GROUP LONG TERM CARE | | Welfare Benefit Premiums Paid to Carrier | USD $14,125 | | 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 | 40157-100 |
| Policy instance | 5 |
| Insurance contract or identification number | 40157-100 | | Number of Individuals Covered | 128 | | Insurance policy start date | 2019-02-01 | | Insurance policy end date | 2020-01-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $1,507 | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $14,030 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 1507 | | Insurance broker organization code? | 3 |
|
| PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD. (National Association of Insurance Commissioners NAIC id number: 64343 ) |
| Policy contract number | 40157 |
| Policy instance | 6 |
| Insurance contract or identification number | 40157 | | Number of Individuals Covered | 118 | | Insurance policy start date | 2018-09-01 | | Insurance policy end date | 2019-08-31 | | Total amount of commissions paid to insurance broker | USD $2,045 | | Total amount of fees paid to insurance company | USD $0 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $34,075 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,045 | | Insurance broker organization code? | 3 |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
| Policy contract number | 8418 |
| Policy instance | 4 |
| Insurance contract or identification number | 8418 | | Number of Individuals Covered | 23 | | Insurance policy start date | 2019-04-01 | | Insurance policy end date | 2020-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $77,434 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HAWAII MEDICAL ASSURANCE ASSOCIATION (National Association of Insurance Commissioners NAIC id number: 48330 ) |
| Policy contract number | 55800 |
| Policy instance | 3 |
| Insurance contract or identification number | 55800 | | Number of Individuals Covered | 307 | | Insurance policy start date | 2019-04-01 | | Insurance policy end date | 2020-03-31 | | Total amount of commissions paid to insurance broker | USD $34,539 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,198,628 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $34,539 | | Insurance broker organization code? | 3 |
|
| HAWAII DENTAL SERVICE (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 2685 |
| Policy instance | 2 |
| Insurance contract or identification number | 2685 | | Number of Individuals Covered | 16 | | Insurance policy start date | 2019-04-01 | | Insurance policy end date | 2020-03-31 | | Total amount of commissions paid to insurance broker | USD $31 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $31 | | Insurance broker organization code? | 3 |
|
| HAWAII DENTAL SERVICE (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 1537 |
| Policy instance | 1 |
| Insurance contract or identification number | 1537 | | Number of Individuals Covered | 326 | | Insurance policy start date | 2019-04-01 | | Insurance policy end date | 2020-03-31 | | Total amount of commissions paid to insurance broker | USD $1,177 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,177 | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 142389 |
| Policy instance | 7 |
| Insurance contract or identification number | 142389 | | Number of Individuals Covered | 106 | | Insurance policy start date | 2019-04-01 | | Insurance policy end date | 2020-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | GROUP LONG TERM CARE | | Welfare Benefit Premiums Paid to Carrier | USD $14,124 | | 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 | 1537 |
| Policy instance | 1 |
| Insurance contract or identification number | 1537 | | Number of Individuals Covered | 380 | | Insurance policy start date | 2018-04-01 | | Insurance policy end date | 2019-03-31 | | Total amount of commissions paid to insurance broker | USD $1,278 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,278 | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 142389 |
| Policy instance | 7 |
| Insurance contract or identification number | 142389 | | Number of Individuals Covered | 124 | | Insurance policy start date | 2018-04-01 | | Insurance policy end date | 2019-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | GROUP LONG TERM CARE | | Welfare Benefit Premiums Paid to Carrier | USD $14,461 | | 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 | 40157 |
| Policy instance | 6 |
| Insurance contract or identification number | 40157 | | Number of Individuals Covered | 118 | | Insurance policy start date | 2017-09-01 | | Insurance policy end date | 2018-08-31 | | Total amount of commissions paid to insurance broker | USD $2,064 | | Total amount of fees paid to insurance company | USD $0 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $34,404 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,064 | | Insurance broker organization code? | 3 |
|
| PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD. (National Association of Insurance Commissioners NAIC id number: 64343 ) |
| Policy contract number | 40157-100 |
| Policy instance | 5 |
| Insurance contract or identification number | 40157-100 | | Number of Individuals Covered | 143 | | Insurance policy start date | 2018-02-01 | | Insurance policy end date | 2019-01-31 | | Total amount of commissions paid to insurance broker | USD $1,453 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $13,607 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,453 | | Insurance broker organization code? | 3 |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
| Policy contract number | 8418 |
| Policy instance | 4 |
| Insurance contract or identification number | 8418 | | Number of Individuals Covered | 19 | | Insurance policy start date | 2018-04-01 | | Insurance policy end date | 2019-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $68,347 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HAWAII MEDICAL ASSURANCE ASSOCIATION (National Association of Insurance Commissioners NAIC id number: 48330 ) |
| Policy contract number | 55800 |
| Policy instance | 3 |
| Insurance contract or identification number | 55800 | | Number of Individuals Covered | 360 | | Insurance policy start date | 2018-04-01 | | Insurance policy end date | 2019-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $32,711 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,057,719 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 32711 | | Insurance broker organization code? | 3 |
|
| HAWAII DENTAL SERVICE (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 2685 |
| Policy instance | 2 |
| Insurance contract or identification number | 2685 | | Number of Individuals Covered | 16 | | Insurance policy start date | 2018-04-01 | | Insurance policy end date | 2019-03-31 | | Total amount of commissions paid to insurance broker | USD $33 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $33 | | Insurance broker organization code? | 3 |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
| Policy contract number | 8418 |
| Policy instance | 7 |
| Insurance contract or identification number | 8418 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2016-08-01 | | Insurance policy end date | 2018-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $38,443 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HAWAII MEDICAL ASSURANCE ASSOCIATION (National Association of Insurance Commissioners NAIC id number: 48330 ) |
| Policy contract number | 55800 |
| Policy instance | 6 |
| Insurance contract or identification number | 55800 | | Number of Individuals Covered | 333 | | Insurance policy start date | 2017-04-01 | | Insurance policy end date | 2018-03-31 | | Total amount of commissions paid to insurance broker | USD $26,558 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $979,105 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $26,558 | | Insurance broker organization code? | 3 | | Insurance broker name | BTP HEALTH LLC |
|
| PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD. (National Association of Insurance Commissioners NAIC id number: 64343 ) |
| Policy contract number | 40157 |
| Policy instance | 5 |
| Insurance contract or identification number | 40157 | | Number of Individuals Covered | 111 | | Insurance policy start date | 2016-09-01 | | Insurance policy end date | 2017-08-01 | | Total amount of commissions paid to insurance broker | USD $1,881 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $31,353 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,881 | | Insurance broker organization code? | 3 | | Insurance broker name | BENEFIT PLAN SOLUTIONS, INC. |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 142389 |
| Policy instance | 4 |
| Insurance contract or identification number | 142389 | | Number of Individuals Covered | 67 | | Insurance policy start date | 2017-04-01 | | Insurance policy end date | 2018-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | GROUP LONG TERM CARE | | Welfare Benefit Premiums Paid to Carrier | USD $15,123 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Insurance broker organization code? | 3 | | Insurance broker name | BENEFIT PLAN SOLUTIONS, INC. |
|
| HAWAII DENTAL SERVICE (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 2685 |
| Policy instance | 3 |
| Insurance contract or identification number | 2685 | | Number of Individuals Covered | 16 | | Insurance policy start date | 2017-04-01 | | Insurance policy end date | 2018-03-31 | | Total amount of commissions paid to insurance broker | USD $31 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $31 | | Insurance broker organization code? | 3 | | Insurance broker name | BENEFIT PLAN SOLUTIONS, INC. |
|
| HAWAII DENTAL SERVICE (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 1537 |
| Policy instance | 2 |
| Insurance contract or identification number | 1537 | | Number of Individuals Covered | 350 | | Insurance policy start date | 2017-04-01 | | Insurance policy end date | 2018-03-31 | | Total amount of commissions paid to insurance broker | USD $1,193 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,193 | | Insurance broker organization code? | 3 | | Insurance broker name | BENEFIT PLAN SOLUTIONS, INC. |
|
| PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD. (National Association of Insurance Commissioners NAIC id number: 64343 ) |
| Policy contract number | 40157 |
| Policy instance | 1 |
| Insurance contract or identification number | 40157 | | Number of Individuals Covered | 129 | | Insurance policy start date | 2017-02-01 | | Insurance policy end date | 2018-01-31 | | Total amount of commissions paid to insurance broker | USD $1,419 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISABILITYAD&D | | Welfare Benefit Premiums Paid to Carrier | USD $13,133 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,419 | | Insurance broker organization code? | 3 | | Insurance broker name | BENEFIT PLAN SOLUTIONS, INC. |
|
| PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD. (National Association of Insurance Commissioners NAIC id number: 64343 ) |
| Policy contract number | 40157 |
| Policy instance | 1 |
| Insurance contract or identification number | 40157 | | Number of Individuals Covered | 115 | | Insurance policy start date | 2015-02-01 | | Insurance policy end date | 2016-01-31 | | Total amount of commissions paid to insurance broker | USD $1,273 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISABILITYAD&D | | Welfare Benefit Premiums Paid to Carrier | USD $11,041 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,273 | | Insurance broker organization code? | 3 | | Insurance broker name | BENEFIT PLAN SOLUTIONS, INC. |
|
| HAWAII DENTAL SERVICE (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 2685 |
| Policy instance | 3 |
| Insurance contract or identification number | 2685 | | Number of Individuals Covered | 19 | | Insurance policy start date | 2015-04-01 | | Insurance policy end date | 2016-03-31 | | Total amount of commissions paid to insurance broker | USD $36 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $36 | | Insurance broker organization code? | 3 | | Insurance broker name | BENEFIT PLAN SOLUTIONS, INC. |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 142389 |
| Policy instance | 4 |
| Insurance contract or identification number | 142389 | | Number of Individuals Covered | 105 | | Insurance policy start date | 2015-04-01 | | Insurance policy end date | 2016-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | GROUP LONG TERM CARE | | Welfare Benefit Premiums Paid to Carrier | USD $12,889 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Insurance broker organization code? | 3 | | Insurance broker name | BENEFIT PLAN SOLUTIONS, INC. |
|
| PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD. (National Association of Insurance Commissioners NAIC id number: 64343 ) |
| Policy contract number | 40157 |
| Policy instance | 5 |
| Insurance contract or identification number | 40157 | | Number of Individuals Covered | 88 | | Insurance policy start date | 2014-09-01 | | Insurance policy end date | 2015-08-01 | | Total amount of commissions paid to insurance broker | USD $1,599 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $26,650 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,599 | | Insurance broker organization code? | 3 | | Insurance broker name | BENEFIT PLAN SOLUTIONS, INC. |
|
| HAWAII MEDICAL ASSURANCE ASSOCIATION (National Association of Insurance Commissioners NAIC id number: 48330 ) |
| Policy contract number | 55800 |
| Policy instance | 6 |
| Insurance contract or identification number | 55800 | | Number of Individuals Covered | 328 | | Insurance policy start date | 2015-04-01 | | Insurance policy end date | 2016-03-31 | | Total amount of commissions paid to insurance broker | USD $21,044 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $745,678 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $21,044 | | Insurance broker organization code? | 3 | | Insurance broker name | BTP HEALTH LLC |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
| Policy contract number | 8418 |
| Policy instance | 7 |
| Insurance contract or identification number | 8418 | | Number of Individuals Covered | 17 | | Insurance policy start date | 2015-08-01 | | Insurance policy end date | 2016-07-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $29,884 | | 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 | 1537 |
| Policy instance | 2 |
| Insurance contract or identification number | 1537 | | Number of Individuals Covered | 313 | | Insurance policy start date | 2015-04-01 | | Insurance policy end date | 2016-03-31 | | Total amount of commissions paid to insurance broker | USD $908 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $908 | | Insurance broker organization code? | 3 | | Insurance broker name | BENEFIT PLAN SOLUTIONS, INC. |
|
| PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD. (National Association of Insurance Commissioners NAIC id number: 64343 ) |
| Policy contract number | 40157-100 |
| Policy instance | 1 |
| Insurance contract or identification number | 40157-100 | | Number of Individuals Covered | 114 | | Insurance policy start date | 2014-02-01 | | Insurance policy end date | 2015-01-31 | | Total amount of commissions paid to insurance broker | USD $1,338 | | 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 | | Other welfare benefits provided | ACCIDENTAL DEATH & DISABILITYAD&D | | Welfare Benefit Premiums Paid to Carrier | USD $11,975 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,338 | | Insurance broker organization code? | 3 | | Insurance broker name | BENEFIT PLAN SOLUTIONS, INC. |
|
| HAWAII DENTAL SERVICE (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 1537 |
| Policy instance | 2 |
| Insurance contract or identification number | 1537 | | Number of Individuals Covered | 287 | | Insurance policy start date | 2014-04-01 | | Insurance policy end date | 2015-03-31 | | Total amount of commissions paid to insurance broker | USD $877 | | 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 | | Commission paid to Insurance Broker | USD $877 | | Insurance broker organization code? | 3 | | Insurance broker name | BENEFIT PLAN SOLUTIONS, INC. |
|
| HAWAII DENTAL SERVICE (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 2685 |
| Policy instance | 3 |
| Insurance contract or identification number | 2685 | | Number of Individuals Covered | 19 | | Insurance policy start date | 2014-04-01 | | Insurance policy end date | 2015-03-31 | | Total amount of commissions paid to insurance broker | USD $34 | | 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 | | Commission paid to Insurance Broker | USD $34 | | Insurance broker organization code? | 3 | | Insurance broker name | BENEFIT PLAN SOLUTIONS, INC. |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 142389 |
| Policy instance | 4 |
| Insurance contract or identification number | 142389 | | Number of Individuals Covered | 87 | | Insurance policy start date | 2014-04-01 | | Insurance policy end date | 2015-03-31 | | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $11,327 | | 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 | 40157 |
| Policy instance | 5 |
| Insurance contract or identification number | 40157 | | Number of Individuals Covered | 97 | | Insurance policy start date | 2013-09-01 | | Insurance policy end date | 2014-08-01 | | Total amount of commissions paid to insurance broker | USD $1,935 | | 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 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $31,920 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,935 | | Insurance broker organization code? | 3 | | Insurance broker name | BENEFIT PLAN SOLUTIONS, INC. |
|
| HAWAII MEDICAL ASSURANCE ASSOCIATION (National Association of Insurance Commissioners NAIC id number: 48330 ) |
| Policy contract number | 55800 |
| Policy instance | 6 |
| Insurance contract or identification number | 55800 | | Number of Individuals Covered | 275 | | Insurance policy start date | 2014-08-01 | | Insurance policy end date | 2015-03-31 | | Total amount of commissions paid to insurance broker | USD $20,408 | | 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 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $703,376 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $20,408 | | Insurance broker organization code? | 3 | | Insurance broker name | BTP HEALTH LLC |
|
| HAWAII MEDICAL ASSURANCE ASSOCIATION (National Association of Insurance Commissioners NAIC id number: 48330 ) |
| Policy contract number | 55800 |
| Policy instance | 7 |
| Insurance contract or identification number | 55800 | | Number of Individuals Covered | 338 | | Insurance policy start date | 2013-08-01 | | Insurance policy end date | 2014-03-31 | | Total amount of commissions paid to insurance broker | USD $14,028 | | 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 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $439,027 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $14,028 | | Insurance broker organization code? | 3 | | Insurance broker name | BTP HEALTH LLC |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 142389 |
| Policy instance | 5 |
| Insurance contract or identification number | 142389 | | Number of Individuals Covered | 95 | | Insurance policy start date | 2013-04-01 | | Insurance policy end date | 2014-03-31 | | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $15,280 | | 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 | 2685 |
| Policy instance | 4 |
| Insurance contract or identification number | 2685 | | Number of Individuals Covered | 18 | | Insurance policy start date | 2013-04-01 | | Insurance policy end date | 2014-03-31 | | Total amount of commissions paid to insurance broker | USD $33 | | 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 | | Commission paid to Insurance Broker | USD $33 | | Insurance broker organization code? | 3 | | Insurance broker name | BENEFIT PLAN SOLUTIONS, INC. |
|
| UNIVERSITY HEALTH ALLIANCE (National Association of Insurance Commissioners NAIC id number: 47953 ) |
| Policy contract number | 1537 |
| Policy instance | 3 |
| Insurance contract or identification number | 1537 | | Number of Individuals Covered | 338 | | Insurance policy start date | 2013-04-01 | | Insurance policy end date | 2014-03-31 | | Total amount of commissions paid to insurance broker | USD $6,134 | | 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 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $259,487 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,134 | | Insurance broker organization code? | 3 | | Insurance broker name | BENEFIT PLAN SOLUTIONS, INC. |
|
| HAWAII DENTAL SERVICE (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 1537 |
| Policy instance | 2 |
| Insurance contract or identification number | 1537 | | Number of Individuals Covered | 317 | | Insurance policy start date | 2013-04-01 | | Insurance policy end date | 2014-03-31 | | Total amount of commissions paid to insurance broker | USD $908 | | 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 | | Commission paid to Insurance Broker | USD $908 | | Insurance broker organization code? | 3 | | Insurance broker name | BENEFIT PLAN SOLUTIONS, INC. |
|
| PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD. (National Association of Insurance Commissioners NAIC id number: 64343 ) |
| Policy contract number | 40157-100 |
| Policy instance | 1 |
| Insurance contract or identification number | 40157-100 | | Number of Individuals Covered | 121 | | Insurance policy start date | 2013-04-01 | | Insurance policy end date | 2014-03-31 | | Total amount of commissions paid to insurance broker | USD $1,337 | | 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 | | Other welfare benefits provided | ACCIDENTAL DEATH & DISABILITYAD&D | | Welfare Benefit Premiums Paid to Carrier | USD $12,012 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,337 | | Insurance broker organization code? | 3 | | Insurance broker name | BENEFIT PLAN SOLUTIONS, INC. |
|
| PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD. (National Association of Insurance Commissioners NAIC id number: 64343 ) |
| Policy contract number | 40157 |
| Policy instance | 6 |
| Insurance contract or identification number | 40157 | | Number of Individuals Covered | 95 | | Insurance policy start date | 2013-04-01 | | Insurance policy end date | 2014-03-31 | | Total amount of commissions paid to insurance broker | USD $1,935 | | 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 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $32,256 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,935 | | Insurance broker organization code? | 3 | | Insurance broker name | BENEFIT PLAN SOLUTIONS, INC. |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 142389 |
| Policy instance | 5 |
| Insurance contract or identification number | 142389 | | Number of Individuals Covered | 98 | | Insurance policy start date | 2012-04-01 | | Insurance policy end date | 2013-03-31 | | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $19,705 | | 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 | 40157-100 |
| Policy instance | 1 |
| Insurance contract or identification number | 40157-100 | | Number of Individuals Covered | 124 | | Insurance policy start date | 2012-04-01 | | Insurance policy end date | 2013-03-31 | | Total amount of commissions paid to insurance broker | USD $1,627 | | 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 | | Other welfare benefits provided | A D&D | | Welfare Benefit Premiums Paid to Carrier | USD $14,306 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,627 | | Insurance broker organization code? | 3 | | Insurance broker name | BENEFIT PLAN SOLUTIONS, INC. |
|
| HAWAII DENTAL SERVICE (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 2685 |
| Policy instance | 4 |
| Insurance contract or identification number | 2685 | | Number of Individuals Covered | 18 | | Insurance policy start date | 2012-04-01 | | Insurance policy end date | 2013-03-31 | | 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 | | Insurance broker organization code? | 3 | | Insurance broker name | BENEFIT PLAN SOLUTIONS, INC. |
|
| UNIVERSITY HEALTH ALLIANCE (National Association of Insurance Commissioners NAIC id number: 47953 ) |
| Policy contract number | 1537 |
| Policy instance | 3 |
| Insurance contract or identification number | 1537 | | Number of Individuals Covered | 314 | | Insurance policy start date | 2012-04-01 | | Insurance policy end date | 2013-03-31 | | Total amount of commissions paid to insurance broker | USD $30,151 | | 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 | | Vision Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $30,151 | | Insurance broker organization code? | 3 | | Insurance broker name | BENEFIT PLAN SOLUTIONS, INC. |
|
| HAWAII DENTAL SERVICE (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 1537 |
| Policy instance | 2 |
| Insurance contract or identification number | 1537 | | Number of Individuals Covered | 325 | | Insurance policy start date | 2012-04-01 | | Insurance policy end date | 2013-03-31 | | 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 | | Insurance broker organization code? | 3 | | Insurance broker name | BENEFIT PLAN SOLUTIONS, INC. |
|
| PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD. (National Association of Insurance Commissioners NAIC id number: 64343 ) |
| Policy contract number | 40157 |
| Policy instance | 6 |
| Insurance contract or identification number | 40157 | | Number of Individuals Covered | 99 | | Insurance policy start date | 2012-04-01 | | Insurance policy end date | 2013-03-31 | | Total amount of commissions paid to insurance broker | USD $2,439 | | 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 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $40,656 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,439 | | Insurance broker organization code? | 3 | | Insurance broker name | BENEFIT PLAN SOLUTIONS, INC. |
|
| HAWAII DENTAL SERVICE (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 1537 |
| Policy instance | 2 |
| Insurance contract or identification number | 1537 | | Number of Individuals Covered | 321 | | Insurance policy start date | 2011-04-01 | | Insurance policy end date | 2012-03-31 | | Total amount of commissions paid to insurance broker | USD $748 | | 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 |
|
| UNIVERSITY HEALTH ALLIANCE (National Association of Insurance Commissioners NAIC id number: 47953 ) |
| Policy contract number | 1537 |
| Policy instance | 3 |
| Insurance contract or identification number | 1537 | | Number of Individuals Covered | 322 | | Insurance policy start date | 2011-04-01 | | Insurance policy end date | 2012-03-31 | | Total amount of commissions paid to insurance broker | USD $21,800 | | 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 | | Vision 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 | 2685 |
| Policy instance | 4 |
| Insurance contract or identification number | 2685 | | Number of Individuals Covered | 20 | | Insurance policy start date | 2011-04-01 | | Insurance policy end date | 2012-03-31 | | Total amount of commissions paid to insurance broker | USD $41 | | 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 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 142389 |
| Policy instance | 5 |
| Insurance contract or identification number | 142389 | | Number of Individuals Covered | 132 | | Insurance policy start date | 2011-04-01 | | Insurance policy end date | 2012-03-31 | | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $10,914 | | 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 | 40157 |
| Policy instance | 6 |
| Insurance contract or identification number | 40157 | | Number of Individuals Covered | 98 | | Insurance policy start date | 2011-04-01 | | Insurance policy end date | 2012-03-31 | | Total amount of commissions paid to insurance broker | USD $1,695 | | 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 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $28,252 | | 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 | 40157-100 |
| Policy instance | 1 |
| Insurance contract or identification number | 40157-100 | | Number of Individuals Covered | 110 | | Insurance policy start date | 2011-04-01 | | Insurance policy end date | 2012-03-31 | | Total amount of commissions paid to insurance broker | USD $1,052 | | 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 | | Other welfare benefits provided | A D&D | | Welfare Benefit Premiums Paid to Carrier | USD $11,120 | | 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 | 40157-100 |
| Policy instance | 1 |
| Insurance contract or identification number | 40157-100 | | Number of Individuals Covered | 108 | | Insurance policy start date | 2010-02-01 | | Insurance policy end date | 2011-01-31 | | Total amount of commissions paid to insurance broker | USD $1,242 | | 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 | | Other welfare benefits provided | A D&D | | Welfare Benefit Premiums Paid to Carrier | USD $10,604 | | 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 | 1537 |
| Policy instance | 2 |
| Insurance contract or identification number | 1537 | | Number of Individuals Covered | 267 | | Insurance policy start date | 2010-04-01 | | Insurance policy end date | 2011-03-31 | | Total amount of commissions paid to insurance broker | USD $703 | | 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 |
|
| UNIVERSITY HEALTH ALLIANCE (National Association of Insurance Commissioners NAIC id number: 47953 ) |
| Policy contract number | 1537 |
| Policy instance | 3 |
| Insurance contract or identification number | 1537 | | Number of Individuals Covered | 263 | | Insurance policy start date | 2010-02-01 | | Insurance policy end date | 2011-01-31 | | Total amount of commissions paid to insurance broker | USD $11,024 | | 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 | | Vision Insurance Welfare Benefit | Yes | | 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 | 142389 |
| Policy instance | 5 |
| Insurance contract or identification number | 142389 | | Number of Individuals Covered | 84 | | Insurance policy start date | 2009-12-01 | | Insurance policy end date | 2010-12-01 | | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $12,319 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| HAWAII DENTAL SERVICE (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 2685 |
| Policy instance | 4 |
| Insurance contract or identification number | 2685 | | Number of Individuals Covered | 18 | | Insurance policy start date | 2010-04-01 | | Insurance policy end date | 2011-03-31 | | Total amount of commissions paid to insurance broker | USD $42 | | 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 |
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| PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD. (National Association of Insurance Commissioners NAIC id number: 64343 ) |
| Policy contract number | 40157 |
| Policy instance | 6 |
| Insurance contract or identification number | 40157 | | Number of Individuals Covered | 71 | | Insurance policy start date | 2009-09-01 | | Insurance policy end date | 2010-08-31 | | Total amount of commissions paid to insurance broker | USD $1,910 | | 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 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $31,837 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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