PAINTERS LOCAL NO. 109 HEALTH AND WELFARE PLAN JOINT BRD OF TRUSTEES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PAINTERS LOCAL NO. 109 HEALTH AND WELFARE PLAN
401k plan membership statisitcs for PAINTERS LOCAL NO. 109 HEALTH AND WELFARE PLAN
| Measure | Date | Value |
|---|
| 2022: PAINTERS LOCAL NO. 109 HEALTH AND WELFARE PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-09-01 | 98 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-09-01 | 100 |
| Total of all active and inactive participants | 2022-09-01 | 100 |
| Total participants | 2022-09-01 | 100 |
| Number of employers contributing to the scheme | 2022-09-01 | 8 |
| 2021: PAINTERS LOCAL NO. 109 HEALTH AND WELFARE PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-09-01 | 94 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-09-01 | 98 |
| Total of all active and inactive participants | 2021-09-01 | 98 |
| Total participants | 2021-09-01 | 98 |
| Number of employers contributing to the scheme | 2021-09-01 | 8 |
| 2020: PAINTERS LOCAL NO. 109 HEALTH AND WELFARE PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-09-01 | 92 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-09-01 | 94 |
| Total of all active and inactive participants | 2020-09-01 | 94 |
| Total participants | 2020-09-01 | 94 |
| Number of employers contributing to the scheme | 2020-09-01 | 12 |
| 2019: PAINTERS LOCAL NO. 109 HEALTH AND WELFARE PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-09-01 | 98 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-09-01 | 92 |
| Total of all active and inactive participants | 2019-09-01 | 92 |
| Total participants | 2019-09-01 | 92 |
| Number of employers contributing to the scheme | 2019-09-01 | 10 |
| 2018: PAINTERS LOCAL NO. 109 HEALTH AND WELFARE PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-09-01 | 82 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-09-01 | 92 |
| Number of retired or separated participants receiving benefits | 2018-09-01 | 6 |
| Total of all active and inactive participants | 2018-09-01 | 98 |
| Total participants | 2018-09-01 | 98 |
| Number of employers contributing to the scheme | 2018-09-01 | 10 |
| 2017: PAINTERS LOCAL NO. 109 HEALTH AND WELFARE PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-09-01 | 82 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-09-01 | 75 |
| Number of retired or separated participants receiving benefits | 2017-09-01 | 7 |
| Total of all active and inactive participants | 2017-09-01 | 82 |
| Total participants | 2017-09-01 | 82 |
| Number of employers contributing to the scheme | 2017-09-01 | 11 |
| 2016: PAINTERS LOCAL NO. 109 HEALTH AND WELFARE PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-09-01 | 75 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-09-01 | 81 |
| Number of retired or separated participants receiving benefits | 2016-09-01 | 1 |
| Total of all active and inactive participants | 2016-09-01 | 82 |
| Total participants | 2016-09-01 | 82 |
| Number of employers contributing to the scheme | 2016-09-01 | 18 |
| 2015: PAINTERS LOCAL NO. 109 HEALTH AND WELFARE PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-09-01 | 77 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-09-01 | 75 |
| Number of retired or separated participants receiving benefits | 2015-09-01 | 2 |
| Total of all active and inactive participants | 2015-09-01 | 77 |
| Total participants | 2015-09-01 | 77 |
| Number of employers contributing to the scheme | 2015-09-01 | 19 |
| 2014: PAINTERS LOCAL NO. 109 HEALTH AND WELFARE PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-09-01 | 77 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-09-01 | 77 |
| Total of all active and inactive participants | 2014-09-01 | 77 |
| Total participants | 2014-09-01 | 77 |
| Number of employers contributing to the scheme | 2014-09-01 | 16 |
| 2013: PAINTERS LOCAL NO. 109 HEALTH AND WELFARE PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-09-01 | 85 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-09-01 | 64 |
| Number of retired or separated participants receiving benefits | 2013-09-01 | 13 |
| Total of all active and inactive participants | 2013-09-01 | 77 |
| Total participants | 2013-09-01 | 77 |
| Number of employers contributing to the scheme | 2013-09-01 | 16 |
| 2012: PAINTERS LOCAL NO. 109 HEALTH AND WELFARE PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-09-01 | 51 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-09-01 | 83 |
| Number of retired or separated participants receiving benefits | 2012-09-01 | 2 |
| Total of all active and inactive participants | 2012-09-01 | 85 |
| Total participants | 2012-09-01 | 85 |
| Number of employers contributing to the scheme | 2012-09-01 | 13 |
| 2011: PAINTERS LOCAL NO. 109 HEALTH AND WELFARE PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-09-01 | 68 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-09-01 | 50 |
| Number of retired or separated participants receiving benefits | 2011-09-01 | 1 |
| Total of all active and inactive participants | 2011-09-01 | 51 |
| Total participants | 2011-09-01 | 51 |
| Number of employers contributing to the scheme | 2011-09-01 | 16 |
| 2009: PAINTERS LOCAL NO. 109 HEALTH AND WELFARE PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-09-01 | 112 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-09-01 | 88 |
| Number of retired or separated participants receiving benefits | 2009-09-01 | 2 |
| Total of all active and inactive participants | 2009-09-01 | 90 |
| Total participants | 2009-09-01 | 90 |
| Number of employers contributing to the scheme | 2009-09-01 | 19 |
| Measure | Date | Value |
|---|
| 2023 : PAINTERS LOCAL NO. 109 HEALTH AND WELFARE PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-08-31 | $31,301 |
| Total plan liabilities at beginning of year | 2023-08-31 | $36,524 |
| Total income from all sources | 2023-08-31 | $1,324,357 |
| Expenses. Total of all expenses incurred | 2023-08-31 | $1,325,540 |
| Benefits paid (including direct rollovers) | 2023-08-31 | $1,213,714 |
| Total plan assets at end of year | 2023-08-31 | $298,776 |
| Total plan assets at beginning of year | 2023-08-31 | $305,182 |
| Value of fidelity bond covering the plan | 2023-08-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2023-08-31 | $4,486 |
| Other income received | 2023-08-31 | $694 |
| Net income (gross income less expenses) | 2023-08-31 | $-1,183 |
| Net plan assets at end of year (total assets less liabilities) | 2023-08-31 | $267,475 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-08-31 | $268,658 |
| Total contributions received or receivable from employer(s) | 2023-08-31 | $1,319,177 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-08-31 | $111,826 |
| 2022 : PAINTERS LOCAL NO. 109 HEALTH AND WELFARE PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-08-31 | $36,524 |
| Total plan liabilities at beginning of year | 2022-08-31 | $46,184 |
| Total income from all sources | 2022-08-31 | $1,131,600 |
| Expenses. Total of all expenses incurred | 2022-08-31 | $1,138,730 |
| Benefits paid (including direct rollovers) | 2022-08-31 | $1,041,385 |
| Total plan assets at end of year | 2022-08-31 | $305,182 |
| Total plan assets at beginning of year | 2022-08-31 | $321,972 |
| Value of fidelity bond covering the plan | 2022-08-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2022-08-31 | $22,658 |
| Other income received | 2022-08-31 | $954 |
| Net income (gross income less expenses) | 2022-08-31 | $-7,130 |
| Net plan assets at end of year (total assets less liabilities) | 2022-08-31 | $268,658 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-08-31 | $275,788 |
| Total contributions received or receivable from employer(s) | 2022-08-31 | $1,107,988 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-08-31 | $97,345 |
| 2021 : PAINTERS LOCAL NO. 109 HEALTH AND WELFARE PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-08-31 | $46,184 |
| Total plan liabilities at beginning of year | 2021-08-31 | $53,526 |
| Total income from all sources | 2021-08-31 | $1,189,861 |
| Expenses. Total of all expenses incurred | 2021-08-31 | $1,165,632 |
| Benefits paid (including direct rollovers) | 2021-08-31 | $1,047,932 |
| Total plan assets at end of year | 2021-08-31 | $321,972 |
| Total plan assets at beginning of year | 2021-08-31 | $305,085 |
| Value of fidelity bond covering the plan | 2021-08-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2021-08-31 | $9,511 |
| Other income received | 2021-08-31 | $5,570 |
| Net income (gross income less expenses) | 2021-08-31 | $24,229 |
| Net plan assets at end of year (total assets less liabilities) | 2021-08-31 | $275,788 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-08-31 | $251,559 |
| Total contributions received or receivable from employer(s) | 2021-08-31 | $1,174,780 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-08-31 | $117,700 |
| 2020 : PAINTERS LOCAL NO. 109 HEALTH AND WELFARE PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-08-31 | $53,526 |
| Total plan liabilities at beginning of year | 2020-08-31 | $70,654 |
| Total income from all sources | 2020-08-31 | $1,129,933 |
| Expenses. Total of all expenses incurred | 2020-08-31 | $977,746 |
| Benefits paid (including direct rollovers) | 2020-08-31 | $870,287 |
| Total plan assets at end of year | 2020-08-31 | $305,085 |
| Total plan assets at beginning of year | 2020-08-31 | $170,026 |
| Value of fidelity bond covering the plan | 2020-08-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2020-08-31 | $9,737 |
| Expenses. Other expenses not covered elsewhere | 2020-08-31 | $1,080 |
| Net income (gross income less expenses) | 2020-08-31 | $152,187 |
| Net plan assets at end of year (total assets less liabilities) | 2020-08-31 | $251,559 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-08-31 | $99,372 |
| Total contributions received or receivable from employer(s) | 2020-08-31 | $1,120,196 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-08-31 | $106,379 |
| 2019 : PAINTERS LOCAL NO. 109 HEALTH AND WELFARE PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-08-31 | $70,654 |
| Total plan liabilities at beginning of year | 2019-08-31 | $62,328 |
| Total income from all sources | 2019-08-31 | $959,771 |
| Expenses. Total of all expenses incurred | 2019-08-31 | $968,166 |
| Benefits paid (including direct rollovers) | 2019-08-31 | $858,849 |
| Total plan assets at end of year | 2019-08-31 | $170,026 |
| Total plan assets at beginning of year | 2019-08-31 | $170,095 |
| Value of fidelity bond covering the plan | 2019-08-31 | $200,000 |
| Total contributions received or receivable from participants | 2019-08-31 | $11,019 |
| Other income received | 2019-08-31 | $201 |
| Net income (gross income less expenses) | 2019-08-31 | $-8,395 |
| Net plan assets at end of year (total assets less liabilities) | 2019-08-31 | $99,372 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-08-31 | $107,767 |
| Total contributions received or receivable from employer(s) | 2019-08-31 | $948,551 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-08-31 | $109,317 |
| 2018 : PAINTERS LOCAL NO. 109 HEALTH AND WELFARE PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-08-31 | $62,328 |
| Total plan liabilities at beginning of year | 2018-08-31 | $78,784 |
| Total income from all sources | 2018-08-31 | $822,641 |
| Expenses. Total of all expenses incurred | 2018-08-31 | $1,126,504 |
| Benefits paid (including direct rollovers) | 2018-08-31 | $1,011,242 |
| Total plan assets at end of year | 2018-08-31 | $170,095 |
| Total plan assets at beginning of year | 2018-08-31 | $490,414 |
| Value of fidelity bond covering the plan | 2018-08-31 | $200,000 |
| Total contributions received or receivable from participants | 2018-08-31 | $2,184 |
| Other income received | 2018-08-31 | $717 |
| Net income (gross income less expenses) | 2018-08-31 | $-303,863 |
| Net plan assets at end of year (total assets less liabilities) | 2018-08-31 | $107,767 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-08-31 | $411,630 |
| Total contributions received or receivable from employer(s) | 2018-08-31 | $819,740 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-08-31 | $115,262 |
| 2017 : PAINTERS LOCAL NO. 109 HEALTH AND WELFARE PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-08-31 | $78,784 |
| Total plan liabilities at beginning of year | 2017-08-31 | $82,583 |
| Total income from all sources | 2017-08-31 | $712,843 |
| Expenses. Total of all expenses incurred | 2017-08-31 | $822,870 |
| Benefits paid (including direct rollovers) | 2017-08-31 | $682,877 |
| Total plan assets at end of year | 2017-08-31 | $490,414 |
| Total plan assets at beginning of year | 2017-08-31 | $604,240 |
| Value of fidelity bond covering the plan | 2017-08-31 | $200,000 |
| Total contributions received or receivable from participants | 2017-08-31 | $10,860 |
| Other income received | 2017-08-31 | $1,908 |
| Net income (gross income less expenses) | 2017-08-31 | $-110,027 |
| Net plan assets at end of year (total assets less liabilities) | 2017-08-31 | $411,630 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-08-31 | $521,657 |
| Total contributions received or receivable from employer(s) | 2017-08-31 | $700,075 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-08-31 | $139,993 |
| 2016 : PAINTERS LOCAL NO. 109 HEALTH AND WELFARE PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-08-31 | $82,583 |
| Total plan liabilities at beginning of year | 2016-08-31 | $123,060 |
| Total income from all sources | 2016-08-31 | $693,586 |
| Expenses. Total of all expenses incurred | 2016-08-31 | $827,464 |
| Benefits paid (including direct rollovers) | 2016-08-31 | $692,125 |
| Total plan assets at end of year | 2016-08-31 | $604,240 |
| Total plan assets at beginning of year | 2016-08-31 | $778,595 |
| Value of fidelity bond covering the plan | 2016-08-31 | $200,000 |
| Total contributions received or receivable from participants | 2016-08-31 | $10,854 |
| Other income received | 2016-08-31 | $207 |
| Net income (gross income less expenses) | 2016-08-31 | $-133,878 |
| Net plan assets at end of year (total assets less liabilities) | 2016-08-31 | $521,657 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-08-31 | $655,535 |
| Total contributions received or receivable from employer(s) | 2016-08-31 | $682,525 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-08-31 | $135,339 |
| 2015 : PAINTERS LOCAL NO. 109 HEALTH AND WELFARE PLAN 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-08-31 | $123,060 |
| Total plan liabilities at beginning of year | 2015-08-31 | $48,007 |
| Total income from all sources | 2015-08-31 | $547,005 |
| Expenses. Total of all expenses incurred | 2015-08-31 | $644,270 |
| Benefits paid (including direct rollovers) | 2015-08-31 | $560,582 |
| Total plan assets at end of year | 2015-08-31 | $778,595 |
| Total plan assets at beginning of year | 2015-08-31 | $800,807 |
| Value of fidelity bond covering the plan | 2015-08-31 | $200,000 |
| Other income received | 2015-08-31 | $1,018 |
| Net income (gross income less expenses) | 2015-08-31 | $-97,265 |
| Net plan assets at end of year (total assets less liabilities) | 2015-08-31 | $655,535 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-08-31 | $752,800 |
| Total contributions received or receivable from employer(s) | 2015-08-31 | $545,987 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-08-31 | $83,688 |
| 2014 : PAINTERS LOCAL NO. 109 HEALTH AND WELFARE PLAN 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-08-31 | $48,007 |
| Total plan liabilities at beginning of year | 2014-08-31 | $46,026 |
| Total income from all sources | 2014-08-31 | $704,885 |
| Expenses. Total of all expenses incurred | 2014-08-31 | $702,682 |
| Benefits paid (including direct rollovers) | 2014-08-31 | $627,005 |
| Total plan assets at end of year | 2014-08-31 | $800,807 |
| Total plan assets at beginning of year | 2014-08-31 | $796,623 |
| Value of fidelity bond covering the plan | 2014-08-31 | $200,000 |
| Expenses. Other expenses not covered elsewhere | 2014-08-31 | $12,822 |
| Other income received | 2014-08-31 | $3,753 |
| Net income (gross income less expenses) | 2014-08-31 | $2,203 |
| Net plan assets at end of year (total assets less liabilities) | 2014-08-31 | $752,800 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-08-31 | $750,597 |
| Total contributions received or receivable from employer(s) | 2014-08-31 | $701,132 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-08-31 | $62,855 |
| 2013 : PAINTERS LOCAL NO. 109 HEALTH AND WELFARE PLAN 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-08-31 | $46,026 |
| Total plan liabilities at beginning of year | 2013-08-31 | $47,434 |
| Total income from all sources | 2013-08-31 | $572,039 |
| Expenses. Total of all expenses incurred | 2013-08-31 | $558,531 |
| Benefits paid (including direct rollovers) | 2013-08-31 | $452,763 |
| Total plan assets at end of year | 2013-08-31 | $796,623 |
| Total plan assets at beginning of year | 2013-08-31 | $784,523 |
| Value of fidelity bond covering the plan | 2013-08-31 | $200,000 |
| Expenses. Other expenses not covered elsewhere | 2013-08-31 | $21,692 |
| Other income received | 2013-08-31 | $4,957 |
| Net income (gross income less expenses) | 2013-08-31 | $13,508 |
| Net plan assets at end of year (total assets less liabilities) | 2013-08-31 | $750,597 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-08-31 | $737,089 |
| Total contributions received or receivable from employer(s) | 2013-08-31 | $567,082 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-08-31 | $84,076 |
| 2012 : PAINTERS LOCAL NO. 109 HEALTH AND WELFARE PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-08-31 | $47,434 |
| Total plan liabilities at beginning of year | 2012-08-31 | $48,720 |
| Total income from all sources | 2012-08-31 | $400,212 |
| Expenses. Total of all expenses incurred | 2012-08-31 | $613,742 |
| Benefits paid (including direct rollovers) | 2012-08-31 | $515,580 |
| Total plan assets at end of year | 2012-08-31 | $784,523 |
| Total plan assets at beginning of year | 2012-08-31 | $999,339 |
| Value of fidelity bond covering the plan | 2012-08-31 | $200,000 |
| Expenses. Other expenses not covered elsewhere | 2012-08-31 | $23,784 |
| Contributions received from other sources (not participants or employers) | 2012-08-31 | $29,860 |
| Other income received | 2012-08-31 | $3,905 |
| Net income (gross income less expenses) | 2012-08-31 | $-213,530 |
| Net plan assets at end of year (total assets less liabilities) | 2012-08-31 | $737,089 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-08-31 | $950,619 |
| Total contributions received or receivable from employer(s) | 2012-08-31 | $366,447 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-08-31 | $74,378 |
| 2011 : PAINTERS LOCAL NO. 109 HEALTH AND WELFARE PLAN 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-08-31 | $48,720 |
| Total plan liabilities at beginning of year | 2011-08-31 | $56,001 |
| Total income from all sources | 2011-08-31 | $640,419 |
| Expenses. Total of all expenses incurred | 2011-08-31 | $743,109 |
| Benefits paid (including direct rollovers) | 2011-08-31 | $613,310 |
| Total plan assets at end of year | 2011-08-31 | $999,339 |
| Total plan assets at beginning of year | 2011-08-31 | $1,109,310 |
| Value of fidelity bond covering the plan | 2011-08-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2011-08-31 | $90,803 |
| Contributions received from other sources (not participants or employers) | 2011-08-31 | $3,387 |
| Other income received | 2011-08-31 | $5,119 |
| Net income (gross income less expenses) | 2011-08-31 | $-102,690 |
| Net plan assets at end of year (total assets less liabilities) | 2011-08-31 | $950,619 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-08-31 | $1,053,309 |
| Total contributions received or receivable from employer(s) | 2011-08-31 | $631,913 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-08-31 | $38,996 |
| 2022: PAINTERS LOCAL NO. 109 HEALTH AND WELFARE PLAN 2022 form 5500 responses |
|---|
| 2022-09-01 | Type of plan entity | Multi-employer plan |
| 2022-09-01 | Plan is a collectively bargained plan | Yes |
| 2022-09-01 | Plan funding arrangement – Insurance | Yes |
| 2022-09-01 | Plan funding arrangement – Trust | Yes |
| 2022-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-09-01 | Plan benefit arrangement - Trust | Yes |
| 2021: PAINTERS LOCAL NO. 109 HEALTH AND WELFARE PLAN 2021 form 5500 responses |
|---|
| 2021-09-01 | Type of plan entity | Multi-employer plan |
| 2021-09-01 | Plan is a collectively bargained plan | Yes |
| 2021-09-01 | Plan funding arrangement – Insurance | Yes |
| 2021-09-01 | Plan funding arrangement – Trust | Yes |
| 2021-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-09-01 | Plan benefit arrangement - Trust | Yes |
| 2020: PAINTERS LOCAL NO. 109 HEALTH AND WELFARE PLAN 2020 form 5500 responses |
|---|
| 2020-09-01 | Type of plan entity | Multi-employer plan |
| 2020-09-01 | Plan is a collectively bargained plan | Yes |
| 2020-09-01 | Plan funding arrangement – Insurance | Yes |
| 2020-09-01 | Plan funding arrangement – Trust | Yes |
| 2020-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-09-01 | Plan benefit arrangement - Trust | Yes |
| 2019: PAINTERS LOCAL NO. 109 HEALTH AND WELFARE PLAN 2019 form 5500 responses |
|---|
| 2019-09-01 | Type of plan entity | Multi-employer plan |
| 2019-09-01 | Plan is a collectively bargained plan | Yes |
| 2019-09-01 | Plan funding arrangement – Insurance | Yes |
| 2019-09-01 | Plan funding arrangement – Trust | Yes |
| 2019-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-09-01 | Plan benefit arrangement - Trust | Yes |
| 2018: PAINTERS LOCAL NO. 109 HEALTH AND WELFARE PLAN 2018 form 5500 responses |
|---|
| 2018-09-01 | Type of plan entity | Multi-employer plan |
| 2018-09-01 | Submission has been amended | Yes |
| 2018-09-01 | Plan is a collectively bargained plan | Yes |
| 2018-09-01 | Plan funding arrangement – Insurance | Yes |
| 2018-09-01 | Plan funding arrangement – Trust | Yes |
| 2018-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-09-01 | Plan benefit arrangement - Trust | Yes |
| 2017: PAINTERS LOCAL NO. 109 HEALTH AND WELFARE PLAN 2017 form 5500 responses |
|---|
| 2017-09-01 | Type of plan entity | Multi-employer plan |
| 2017-09-01 | Plan is a collectively bargained plan | Yes |
| 2017-09-01 | Plan funding arrangement – Insurance | Yes |
| 2017-09-01 | Plan funding arrangement – Trust | Yes |
| 2017-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-09-01 | Plan benefit arrangement - Trust | Yes |
| 2016: PAINTERS LOCAL NO. 109 HEALTH AND WELFARE PLAN 2016 form 5500 responses |
|---|
| 2016-09-01 | Type of plan entity | Multi-employer plan |
| 2016-09-01 | Plan is a collectively bargained plan | Yes |
| 2016-09-01 | Plan funding arrangement – Insurance | Yes |
| 2016-09-01 | Plan funding arrangement – Trust | Yes |
| 2016-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-09-01 | Plan benefit arrangement - Trust | Yes |
| 2015: PAINTERS LOCAL NO. 109 HEALTH AND WELFARE PLAN 2015 form 5500 responses |
|---|
| 2015-09-01 | Type of plan entity | Multi-employer plan |
| 2015-09-01 | Plan is a collectively bargained plan | Yes |
| 2015-09-01 | Plan funding arrangement – Insurance | Yes |
| 2015-09-01 | Plan funding arrangement – Trust | Yes |
| 2015-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-09-01 | Plan benefit arrangement - Trust | Yes |
| 2014: PAINTERS LOCAL NO. 109 HEALTH AND WELFARE PLAN 2014 form 5500 responses |
|---|
| 2014-09-01 | Type of plan entity | Multi-employer plan |
| 2014-09-01 | Plan is a collectively bargained plan | Yes |
| 2014-09-01 | Plan funding arrangement – Insurance | Yes |
| 2014-09-01 | Plan funding arrangement – Trust | Yes |
| 2014-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-09-01 | Plan benefit arrangement - Trust | Yes |
| 2013: PAINTERS LOCAL NO. 109 HEALTH AND WELFARE PLAN 2013 form 5500 responses |
|---|
| 2013-09-01 | Type of plan entity | Multi-employer plan |
| 2013-09-01 | Plan is a collectively bargained plan | Yes |
| 2013-09-01 | Plan funding arrangement – Insurance | Yes |
| 2013-09-01 | Plan funding arrangement – Trust | Yes |
| 2013-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-09-01 | Plan benefit arrangement - Trust | Yes |
| 2012: PAINTERS LOCAL NO. 109 HEALTH AND WELFARE PLAN 2012 form 5500 responses |
|---|
| 2012-09-01 | Type of plan entity | Multi-employer plan |
| 2012-09-01 | Plan is a collectively bargained plan | Yes |
| 2012-09-01 | Plan funding arrangement – Insurance | Yes |
| 2012-09-01 | Plan funding arrangement – Trust | Yes |
| 2012-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-09-01 | Plan benefit arrangement - Trust | Yes |
| 2011: PAINTERS LOCAL NO. 109 HEALTH AND WELFARE PLAN 2011 form 5500 responses |
|---|
| 2011-09-01 | Type of plan entity | Multi-employer plan |
| 2011-09-01 | Plan is a collectively bargained plan | Yes |
| 2011-09-01 | Plan funding arrangement – Insurance | Yes |
| 2011-09-01 | Plan funding arrangement – Trust | Yes |
| 2011-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-09-01 | Plan benefit arrangement - Trust | Yes |
| 2009: PAINTERS LOCAL NO. 109 HEALTH AND WELFARE PLAN 2009 form 5500 responses |
|---|
| 2009-09-01 | Type of plan entity | Multi-employer plan |
| 2009-09-01 | Submission has been amended | Yes |
| 2009-09-01 | Plan is a collectively bargained plan | Yes |
| 2009-09-01 | Plan funding arrangement – Insurance | Yes |
| 2009-09-01 | Plan funding arrangement – Trust | Yes |
| 2009-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-09-01 | Plan benefit arrangement - Trust | Yes |
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 925465 |
| Policy instance | 2 |
| Insurance contract or identification number | 925465 | | Number of Individuals Covered | 101 | | Insurance policy start date | 2022-09-01 | | Insurance policy end date | 2023-08-31 | | Total amount of fees paid to insurance company | USD $6,372 | | Welfare Benefit Premiums Paid to Carrier | USD $250,819 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 6372 | | Additional information about fees paid to insurance broker | BONUSES | | Insurance broker organization code? | 3 |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 867872G |
| Policy instance | 1 |
| Insurance contract or identification number | 867872G | | Number of Individuals Covered | 91 | | Insurance policy start date | 2022-09-01 | | Insurance policy end date | 2023-08-31 | | Total amount of commissions paid to insurance broker | USD $3,648 | | Total amount of fees paid to insurance company | USD $999 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $36,477 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 999 | | Additional information about fees paid to insurance broker | FEES | | Insurance broker organization code? | 3 | | Commission paid to Insurance Broker | USD $3,648 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 925465 |
| Policy instance | 2 |
| Insurance contract or identification number | 925465 | | Number of Individuals Covered | 96 | | Insurance policy start date | 2021-09-01 | | Insurance policy end date | 2022-08-31 | | Total amount of fees paid to insurance company | USD $6,483 | | Welfare Benefit Premiums Paid to Carrier | USD $221,890 | | 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 | | Amount paid for insurance broker fees | 6483 | | Additional information about fees paid to insurance broker | BONUSES | | Insurance broker organization code? | 3 |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 867872G |
| Policy instance | 1 |
| Insurance contract or identification number | 867872G | | Number of Individuals Covered | 79 | | Insurance policy start date | 2021-09-01 | | Insurance policy end date | 2022-08-31 | | Total amount of commissions paid to insurance broker | USD $3,154 | | Total amount of fees paid to insurance company | USD $947 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $31,542 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,154 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 947 | | Additional information about fees paid to insurance broker | BONUSES |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 925465 |
| Policy instance | 2 |
| Insurance contract or identification number | 925465 | | Number of Individuals Covered | 196 | | Insurance policy start date | 2020-09-01 | | Insurance policy end date | 2021-08-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $222,255 | | 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 |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 867872G |
| Policy instance | 1 |
| Insurance contract or identification number | 867872G | | Number of Individuals Covered | 99 | | Insurance policy start date | 2020-09-01 | | Insurance policy end date | 2021-08-31 | | Total amount of commissions paid to insurance broker | USD $3,643 | | Total amount of fees paid to insurance company | USD $718 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $36,425 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,643 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 718 | | Additional information about fees paid to insurance broker | BONUSES |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 925465 |
| Policy instance | 2 |
| Insurance contract or identification number | 925465 | | Number of Individuals Covered | 87 | | Insurance policy start date | 2019-09-01 | | Insurance policy end date | 2020-08-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $209,475 | | 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 |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 867872G |
| Policy instance | 1 |
| Insurance contract or identification number | 867872G | | Number of Individuals Covered | 90 | | Insurance policy start date | 2019-09-01 | | Insurance policy end date | 2020-08-31 | | Total amount of commissions paid to insurance broker | USD $3,482 | | Total amount of fees paid to insurance company | USD $422 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $34,821 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,482 | | Amount paid for insurance broker fees | 422 | | Additional information about fees paid to insurance broker | BONUSES | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 925465 |
| Policy instance | 3 |
| Insurance contract or identification number | 925465 | | Number of Individuals Covered | 91 | | Insurance policy start date | 2019-02-01 | | Insurance policy end date | 2019-08-31 | | Total amount of commissions paid to insurance broker | USD $6,842 | | Welfare Benefit Premiums Paid to Carrier | USD $117,134 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,842 | | Insurance broker organization code? | 3 |
|
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCL32087 |
| Policy instance | 2 |
| Insurance contract or identification number | HCL32087 | | Number of Individuals Covered | 78 | | Insurance policy start date | 2018-09-01 | | Insurance policy end date | 2019-01-31 | | Total amount of commissions paid to insurance broker | USD $2,052 | | Welfare Benefit Premiums Paid to Carrier | USD $89,255 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,052 | | Insurance broker organization code? | 3 |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 867872G |
| Policy instance | 1 |
| Insurance contract or identification number | 867872G | | Number of Individuals Covered | 95 | | Insurance policy start date | 2018-09-01 | | Insurance policy end date | 2019-08-31 | | Total amount of commissions paid to insurance broker | USD $3,394 | | Total amount of fees paid to insurance company | USD $351 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $33,937 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,394 | | Amount paid for insurance broker fees | 351 | | Additional information about fees paid to insurance broker | BONUSES | | Insurance broker organization code? | 3 |
|
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCL32087 |
| Policy instance | 2 |
| Insurance contract or identification number | HCL32087 | | Number of Individuals Covered | 79 | | Insurance policy start date | 2017-09-01 | | Insurance policy end date | 2018-08-31 | | Total amount of commissions paid to insurance broker | USD $5,103 | | Welfare Benefit Premiums Paid to Carrier | USD $204,129 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 867872G |
| Policy instance | 1 |
| Insurance contract or identification number | 867872G | | Number of Individuals Covered | 87 | | Insurance policy start date | 2017-09-01 | | Insurance policy end date | 2018-08-31 | | Total amount of commissions paid to insurance broker | USD $3,334 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $33,342 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
