JOINT BOARD OF TRUSTEES - LOCAL UNION 1265 HEALTH & WELFARE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES LOCAL UNION 1265 HEALTH & WELFARE FUND
401k plan membership statisitcs for INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES LOCAL UNION 1265 HEALTH & WELFARE FUND
| Measure | Date | Value |
|---|
| 2018: INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES LOCAL UNION 1265 HEALTH & WELFARE FUND 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 61 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 0 |
| 2017: INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES LOCAL UNION 1265 HEALTH & WELFARE FUND 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 52 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 61 |
| Total of all active and inactive participants | 2017-01-01 | 61 |
| 2016: INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES LOCAL UNION 1265 HEALTH & WELFARE FUND 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 42 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 34 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 18 |
| Total of all active and inactive participants | 2016-01-01 | 52 |
| Total participants | 2016-01-01 | 52 |
| 2015: INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES LOCAL UNION 1265 HEALTH & WELFARE FUND 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 42 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 40 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 2 |
| Total of all active and inactive participants | 2015-01-01 | 42 |
| Total participants | 2015-01-01 | 42 |
| Number of employers contributing to the scheme | 2015-01-01 | 3 |
| 2014: INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES LOCAL UNION 1265 HEALTH & WELFARE FUND 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 42 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 40 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 2 |
| Total of all active and inactive participants | 2014-01-01 | 42 |
| Total participants | 2014-01-01 | 42 |
| Number of employers contributing to the scheme | 2014-01-01 | 9 |
| 2013: INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES LOCAL UNION 1265 HEALTH & WELFARE FUND 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 42 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 40 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 2 |
| Total of all active and inactive participants | 2013-01-01 | 42 |
| Total participants | 2013-01-01 | 42 |
| Number of employers contributing to the scheme | 2013-01-01 | 10 |
| 2012: INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES LOCAL UNION 1265 HEALTH & WELFARE FUND 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 41 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 48 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
| Total of all active and inactive participants | 2012-01-01 | 49 |
| Total participants | 2012-01-01 | 49 |
| Number of employers contributing to the scheme | 2012-01-01 | 7 |
| 2011: INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES LOCAL UNION 1265 HEALTH & WELFARE FUND 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 41 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 40 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 1 |
| Total of all active and inactive participants | 2011-01-01 | 41 |
| Total participants | 2011-01-01 | 41 |
| Number of employers contributing to the scheme | 2011-01-01 | 7 |
| 2010: INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES LOCAL UNION 1265 HEALTH & WELFARE FUND 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 43 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 40 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 2 |
| Total of all active and inactive participants | 2010-01-01 | 42 |
| Total participants | 2010-01-01 | 42 |
| Number of employers contributing to the scheme | 2010-01-01 | 8 |
| 2009: INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES LOCAL UNION 1265 HEALTH & WELFARE FUND 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 38 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 40 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 3 |
| Total of all active and inactive participants | 2009-01-01 | 43 |
| Total participants | 2009-01-01 | 43 |
| Number of employers contributing to the scheme | 2009-01-01 | 10 |
| Measure | Date | Value |
|---|
| 2018 : INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES LOCAL UNION 1265 HEALTH & WELFARE FUND 2018 401k financial data |
|---|
| Total income from all sources | 2018-10-16 | $524 |
| Expenses. Total of all expenses incurred | 2018-10-16 | $861,537 |
| Benefits paid (including direct rollovers) | 2018-10-16 | $813,253 |
| Total plan assets at end of year | 2018-10-16 | $0 |
| Total plan assets at beginning of year | 2018-10-16 | $861,013 |
| Value of fidelity bond covering the plan | 2018-10-16 | $100,000 |
| Other income received | 2018-10-16 | $524 |
| Net income (gross income less expenses) | 2018-10-16 | $-861,013 |
| Net plan assets at end of year (total assets less liabilities) | 2018-10-16 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-10-16 | $861,013 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-10-16 | $48,284 |
| 2017 : INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES LOCAL UNION 1265 HEALTH & WELFARE FUND 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $5,363 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $71,398 |
| Total plan assets at end of year | 2017-12-31 | $861,013 |
| Total plan assets at beginning of year | 2017-12-31 | $927,048 |
| Value of fidelity bond covering the plan | 2017-12-31 | $100,000 |
| Other income received | 2017-12-31 | $5,363 |
| Net income (gross income less expenses) | 2017-12-31 | $-66,035 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $861,013 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $927,048 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $71,398 |
| 2016 : INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES LOCAL UNION 1265 HEALTH & WELFARE FUND 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $10,534 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $58,196 |
| Total plan assets at end of year | 2016-12-31 | $927,048 |
| Total plan assets at beginning of year | 2016-12-31 | $974,710 |
| Value of fidelity bond covering the plan | 2016-12-31 | $300,000 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $4,873 |
| Other income received | 2016-12-31 | $5,661 |
| Net income (gross income less expenses) | 2016-12-31 | $-47,662 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $927,048 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $974,710 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $58,196 |
| 2015 : INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES LOCAL UNION 1265 HEALTH & WELFARE FUND 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $95,085 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $412,729 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $308,981 |
| Total plan assets at end of year | 2015-12-31 | $974,710 |
| Total plan assets at beginning of year | 2015-12-31 | $1,292,354 |
| Value of fidelity bond covering the plan | 2015-12-31 | $300,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $11,355 |
| Other income received | 2015-12-31 | $6,602 |
| Net income (gross income less expenses) | 2015-12-31 | $-317,644 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $974,710 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,292,354 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $88,483 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $92,393 |
| 2014 : INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES LOCAL UNION 1265 HEALTH & WELFARE FUND 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $321,399 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $322,883 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $272,155 |
| Total plan assets at end of year | 2014-12-31 | $1,292,354 |
| Total plan assets at beginning of year | 2014-12-31 | $1,293,838 |
| Value of fidelity bond covering the plan | 2014-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $21,263 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $27,877 |
| Other income received | 2014-12-31 | $7,680 |
| Net income (gross income less expenses) | 2014-12-31 | $-1,484 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,292,354 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,293,838 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $292,456 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $22,851 |
| 2013 : INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES LOCAL UNION 1265 HEALTH & WELFARE FUND 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $292,170 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $343,549 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $318,624 |
| Total plan assets at end of year | 2013-12-31 | $1,293,838 |
| Total plan assets at beginning of year | 2013-12-31 | $1,345,217 |
| Value of fidelity bond covering the plan | 2013-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $31,932 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $10,446 |
| Other income received | 2013-12-31 | $13,349 |
| Net income (gross income less expenses) | 2013-12-31 | $-51,379 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,293,838 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,345,217 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $246,889 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $14,479 |
| 2012 : INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES LOCAL UNION 1265 HEALTH & WELFARE FUND 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $584,759 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $390,185 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $368,659 |
| Total plan assets at end of year | 2012-12-31 | $1,345,217 |
| Total plan assets at beginning of year | 2012-12-31 | $1,134,682 |
| Value of fidelity bond covering the plan | 2012-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $20,222 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $2,356 |
| Other income received | 2012-12-31 | $16,740 |
| Net income (gross income less expenses) | 2012-12-31 | $194,574 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,345,217 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,134,682 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $547,797 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $19,170 |
| 2011 : INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES LOCAL UNION 1265 HEALTH & WELFARE FUND 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $432,530 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $322,496 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $300,249 |
| Total plan assets at end of year | 2011-12-31 | $11,345,682 |
| Total plan assets at beginning of year | 2011-12-31 | $1,024,648 |
| Value of fidelity bond covering the plan | 2011-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $9,516 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $3,393 |
| Other income received | 2011-12-31 | $21,446 |
| Net income (gross income less expenses) | 2011-12-31 | $110,034 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $11,345,682 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,024,648 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $401,568 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $18,854 |
| 2010 : INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES LOCAL UNION 1265 HEALTH & WELFARE FUND 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $417,282 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $337,434 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $316,862 |
| Total plan assets at end of year | 2010-12-31 | $1,024,648 |
| Total plan assets at beginning of year | 2010-12-31 | $944,801 |
| Value of fidelity bond covering the plan | 2010-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $12,361 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $1,878 |
| Other income received | 2010-12-31 | $30,784 |
| Net income (gross income less expenses) | 2010-12-31 | $79,848 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,024,648 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $944,801 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $374,137 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $18,694 |
| 2018: INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES LOCAL UNION 1265 HEALTH & WELFARE FUND 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Multi-employer plan |
| 2018-01-01 | This submission is the final filing | Yes |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES LOCAL UNION 1265 HEALTH & WELFARE FUND 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Multi-employer plan |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES LOCAL UNION 1265 HEALTH & WELFARE FUND 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Multi-employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES LOCAL UNION 1265 HEALTH & WELFARE FUND 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Multi-employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES LOCAL UNION 1265 HEALTH & WELFARE FUND 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Multi-employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | Yes |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES LOCAL UNION 1265 HEALTH & WELFARE FUND 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Mulitple employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | Yes |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES LOCAL UNION 1265 HEALTH & WELFARE FUND 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Multi-employer plan |
| 2012-01-01 | Submission has been amended | Yes |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | Yes |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES LOCAL UNION 1265 HEALTH & WELFARE FUND 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Multi-employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | Yes |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES LOCAL UNION 1265 HEALTH & WELFARE FUND 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Multi-employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | Yes |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES LOCAL UNION 1265 HEALTH & WELFARE FUND 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Multi-employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | Yes |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
