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JOINT BOARD OF TRUSTEES PAINTERS LOCAL UNION NO. 1265 VACATION FUND 401k Plan overview

Plan NameJOINT BOARD OF TRUSTEES PAINTERS LOCAL UNION NO. 1265 VACATION FUND
Plan identification number 505

JOINT BOARD OF TRUSTEES PAINTERS LOCAL UNION NO. 1265 VACATION FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Other welfare benefit cover

401k Sponsoring company profile

JOINT BOARD OF TRUSTEES - PAINTERS LOCAL UNION NO. 1265 VACATION FUND has sponsored the creation of one or more 401k plans.

Company Name:JOINT BOARD OF TRUSTEES - PAINTERS LOCAL UNION NO. 1265 VACATION FUND
Employer identification number (EIN):431856483
NAIC Classification:813930
NAIC Description:Labor Unions and Similar Labor Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOINT BOARD OF TRUSTEES PAINTERS LOCAL UNION NO. 1265 VACATION FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5052018-03-01MONICA ZARCONE MONICA ZARCONE2019-07-01
5052017-03-01MONICA ZARCONE
5052016-03-01MONICA ZARCONE MONICA ZARCONE2017-10-30
5052015-03-01MONICA ZARCONE MONICA ZARCONE2017-10-30
5052014-03-01MONICA ZARCONE
5052013-03-01MONICA ZARCONE CONNIE PETERSON2014-08-19
5052009-03-01MONICA ZARCONE

Plan Statistics for JOINT BOARD OF TRUSTEES PAINTERS LOCAL UNION NO. 1265 VACATION FUND

401k plan membership statisitcs for JOINT BOARD OF TRUSTEES PAINTERS LOCAL UNION NO. 1265 VACATION FUND

Measure Date Value
2018: JOINT BOARD OF TRUSTEES PAINTERS LOCAL UNION NO. 1265 VACATION FUND 2018 401k membership
Total participants, beginning-of-year2018-03-0147
Total number of active participants reported on line 7a of the Form 55002018-03-010
Total of all active and inactive participants2018-03-010
Total participants2018-03-010
2017: JOINT BOARD OF TRUSTEES PAINTERS LOCAL UNION NO. 1265 VACATION FUND 2017 401k membership
Total participants, beginning-of-year2017-03-0147
Total number of active participants reported on line 7a of the Form 55002017-03-0147
Total of all active and inactive participants2017-03-0147
Total participants2017-03-0147
2016: JOINT BOARD OF TRUSTEES PAINTERS LOCAL UNION NO. 1265 VACATION FUND 2016 401k membership
Total participants, beginning-of-year2016-03-0147
Total number of active participants reported on line 7a of the Form 55002016-03-0147
Total of all active and inactive participants2016-03-0147
Total participants2016-03-0147
2015: JOINT BOARD OF TRUSTEES PAINTERS LOCAL UNION NO. 1265 VACATION FUND 2015 401k membership
Total participants, beginning-of-year2015-03-0147
Total number of active participants reported on line 7a of the Form 55002015-03-0147
Total of all active and inactive participants2015-03-0147
Total participants2015-03-0147
2014: JOINT BOARD OF TRUSTEES PAINTERS LOCAL UNION NO. 1265 VACATION FUND 2014 401k membership
Total participants, beginning-of-year2014-03-0156
Total number of active participants reported on line 7a of the Form 55002014-03-0147
Total of all active and inactive participants2014-03-0147
Total participants2014-03-0147
Number of employers contributing to the scheme2014-03-0147
2013: JOINT BOARD OF TRUSTEES PAINTERS LOCAL UNION NO. 1265 VACATION FUND 2013 401k membership
Total participants, beginning-of-year2013-03-0156
Total number of active participants reported on line 7a of the Form 55002013-03-0156
Total of all active and inactive participants2013-03-0156
Total participants2013-03-0156
Number of employers contributing to the scheme2013-03-0110
2009: JOINT BOARD OF TRUSTEES PAINTERS LOCAL UNION NO. 1265 VACATION FUND 2009 401k membership
Total participants, beginning-of-year2009-03-0183
Total number of active participants reported on line 7a of the Form 55002009-03-0157
Total of all active and inactive participants2009-03-0157
Total participants2009-03-0157

Financial Data on JOINT BOARD OF TRUSTEES PAINTERS LOCAL UNION NO. 1265 VACATION FUND

Measure Date Value
2019 : JOINT BOARD OF TRUSTEES PAINTERS LOCAL UNION NO. 1265 VACATION FUND 2019 401k financial data
Total income from all sources2019-02-28$13
Expenses. Total of all expenses incurred2019-02-28$8,541
Benefits paid (including direct rollovers)2019-02-28$8,000
Total plan assets at end of year2019-02-28$0
Total plan assets at beginning of year2019-02-28$8,528
Value of fidelity bond covering the plan2019-02-28$100,000
Other income received2019-02-28$13
Net income (gross income less expenses)2019-02-28$-8,528
Net plan assets at end of year (total assets less liabilities)2019-02-28$0
Net plan assets at beginning of year (total assets less liabilities)2019-02-28$8,528
Expenses. Administrative service providers (salaries,fees and commissions)2019-02-28$541
2018 : JOINT BOARD OF TRUSTEES PAINTERS LOCAL UNION NO. 1265 VACATION FUND 2018 401k financial data
Total income from all sources2018-02-28$21
Expenses. Total of all expenses incurred2018-02-28$490
Total plan assets at end of year2018-02-28$8,528
Total plan assets at beginning of year2018-02-28$8,997
Value of fidelity bond covering the plan2018-02-28$100,000
Other income received2018-02-28$21
Net income (gross income less expenses)2018-02-28$-469
Net plan assets at end of year (total assets less liabilities)2018-02-28$8,528
Net plan assets at beginning of year (total assets less liabilities)2018-02-28$8,997
Expenses. Administrative service providers (salaries,fees and commissions)2018-02-28$490
2017 : JOINT BOARD OF TRUSTEES PAINTERS LOCAL UNION NO. 1265 VACATION FUND 2017 401k financial data
Total income from all sources2017-02-28$22
Expenses. Total of all expenses incurred2017-02-28$1,007
Total plan assets at end of year2017-02-28$8,997
Total plan assets at beginning of year2017-02-28$9,982
Value of fidelity bond covering the plan2017-02-28$100,000
Other income received2017-02-28$22
Net income (gross income less expenses)2017-02-28$-985
Net plan assets at end of year (total assets less liabilities)2017-02-28$8,997
Net plan assets at beginning of year (total assets less liabilities)2017-02-28$9,982
Expenses. Administrative service providers (salaries,fees and commissions)2017-02-28$1,007
2016 : JOINT BOARD OF TRUSTEES PAINTERS LOCAL UNION NO. 1265 VACATION FUND 2016 401k financial data
Total income from all sources2016-02-29$20,566
Expenses. Total of all expenses incurred2016-02-29$50,988
Benefits paid (including direct rollovers)2016-02-29$42,345
Total plan assets at end of year2016-02-29$9,982
Total plan assets at beginning of year2016-02-29$40,404
Value of fidelity bond covering the plan2016-02-29$100,000
Other income received2016-02-29$108
Net income (gross income less expenses)2016-02-29$-30,422
Net plan assets at end of year (total assets less liabilities)2016-02-29$9,982
Net plan assets at beginning of year (total assets less liabilities)2016-02-29$40,404
Total contributions received or receivable from employer(s)2016-02-29$20,458
Expenses. Administrative service providers (salaries,fees and commissions)2016-02-29$8,643
2015 : JOINT BOARD OF TRUSTEES PAINTERS LOCAL UNION NO. 1265 VACATION FUND 2015 401k financial data
Total income from all sources2015-02-28$59,778
Expenses. Total of all expenses incurred2015-02-28$64,944
Benefits paid (including direct rollovers)2015-02-28$64,944
Total plan assets at end of year2015-02-28$40,405
Total plan assets at beginning of year2015-02-28$45,571
Value of fidelity bond covering the plan2015-02-28$100,000
Other income received2015-02-28$266
Net income (gross income less expenses)2015-02-28$-5,166
Net plan assets at end of year (total assets less liabilities)2015-02-28$40,405
Net plan assets at beginning of year (total assets less liabilities)2015-02-28$45,571
Total contributions received or receivable from employer(s)2015-02-28$59,512
2014 : JOINT BOARD OF TRUSTEES PAINTERS LOCAL UNION NO. 1265 VACATION FUND 2014 401k financial data
Total income from all sources2014-02-28$50,194
Expenses. Total of all expenses incurred2014-02-28$84,155
Benefits paid (including direct rollovers)2014-02-28$83,674
Total plan assets at end of year2014-02-28$45,571
Total plan assets at beginning of year2014-02-28$79,532
Value of fidelity bond covering the plan2014-02-28$100,000
Expenses. Other expenses not covered elsewhere2014-02-28$481
Other income received2014-02-28$474
Net income (gross income less expenses)2014-02-28$-33,961
Net plan assets at end of year (total assets less liabilities)2014-02-28$45,571
Net plan assets at beginning of year (total assets less liabilities)2014-02-28$79,532
Total contributions received or receivable from employer(s)2014-02-28$49,720
2012 : JOINT BOARD OF TRUSTEES PAINTERS LOCAL UNION NO. 1265 VACATION FUND 2012 401k financial data
Total income from all sources2012-02-29$124,446
Expenses. Total of all expenses incurred2012-02-29$109,963
Benefits paid (including direct rollovers)2012-02-29$109,425
Total plan assets at end of year2012-02-29$72,397
Total plan assets at beginning of year2012-02-29$57,914
Value of fidelity bond covering the plan2012-02-29$100,000
Other income received2012-02-29$619
Net income (gross income less expenses)2012-02-29$14,483
Net plan assets at end of year (total assets less liabilities)2012-02-29$72,397
Net plan assets at beginning of year (total assets less liabilities)2012-02-29$57,914
Total contributions received or receivable from employer(s)2012-02-29$123,827
Expenses. Administrative service providers (salaries,fees and commissions)2012-02-29$538
2010 : JOINT BOARD OF TRUSTEES PAINTERS LOCAL UNION NO. 1265 VACATION FUND 2010 401k financial data
Total income from all sources2010-12-31$99,505
Expenses. Total of all expenses incurred2010-12-31$131,357
Benefits paid (including direct rollovers)2010-12-31$131,357
Total plan assets at end of year2010-12-31$57,914
Total plan assets at beginning of year2010-12-31$89,765
Value of fidelity bond covering the plan2010-12-31$250,000
Other income received2010-12-31$1,079
Net income (gross income less expenses)2010-12-31$-31,852
Net plan assets at end of year (total assets less liabilities)2010-12-31$57,914
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$89,765
Total contributions received or receivable from employer(s)2010-12-31$98,426

Form 5500 Responses for JOINT BOARD OF TRUSTEES PAINTERS LOCAL UNION NO. 1265 VACATION FUND

2018: JOINT BOARD OF TRUSTEES PAINTERS LOCAL UNION NO. 1265 VACATION FUND 2018 form 5500 responses
2018-03-01Type of plan entityMulti-employer plan
2018-03-01Submission has been amendedNo
2018-03-01This submission is the final filingYes
2018-03-01This return/report is a short plan year return/report (less than 12 months)No
2018-03-01Plan is a collectively bargained planNo
2018-03-01Plan funding arrangement – TrustYes
2018-03-01Plan benefit arrangement – General assets of the sponsorYes
2017: JOINT BOARD OF TRUSTEES PAINTERS LOCAL UNION NO. 1265 VACATION FUND 2017 form 5500 responses
2017-03-01Type of plan entityMulti-employer plan
2017-03-01Submission has been amendedNo
2017-03-01This submission is the final filingNo
2017-03-01This return/report is a short plan year return/report (less than 12 months)No
2017-03-01Plan is a collectively bargained planNo
2017-03-01Plan funding arrangement – TrustYes
2017-03-01Plan benefit arrangement – General assets of the sponsorYes
2016: JOINT BOARD OF TRUSTEES PAINTERS LOCAL UNION NO. 1265 VACATION FUND 2016 form 5500 responses
2016-03-01Type of plan entityMulti-employer plan
2016-03-01Submission has been amendedNo
2016-03-01This submission is the final filingNo
2016-03-01This return/report is a short plan year return/report (less than 12 months)No
2016-03-01Plan is a collectively bargained planNo
2016-03-01Plan funding arrangement – TrustYes
2016-03-01Plan benefit arrangement – General assets of the sponsorYes
2015: JOINT BOARD OF TRUSTEES PAINTERS LOCAL UNION NO. 1265 VACATION FUND 2015 form 5500 responses
2015-03-01Type of plan entityMulti-employer plan
2015-03-01Submission has been amendedNo
2015-03-01This submission is the final filingNo
2015-03-01This return/report is a short plan year return/report (less than 12 months)No
2015-03-01Plan is a collectively bargained planNo
2015-03-01Plan funding arrangement – TrustYes
2015-03-01Plan benefit arrangement – General assets of the sponsorYes
2014: JOINT BOARD OF TRUSTEES PAINTERS LOCAL UNION NO. 1265 VACATION FUND 2014 form 5500 responses
2014-03-01Type of plan entityMulti-employer plan
2014-03-01Submission has been amendedNo
2014-03-01This submission is the final filingNo
2014-03-01This return/report is a short plan year return/report (less than 12 months)No
2014-03-01Plan is a collectively bargained planYes
2014-03-01Plan funding arrangement – TrustYes
2014-03-01Plan benefit arrangement – General assets of the sponsorYes
2013: JOINT BOARD OF TRUSTEES PAINTERS LOCAL UNION NO. 1265 VACATION FUND 2013 form 5500 responses
2013-03-01Type of plan entityMulti-employer plan
2013-03-01Submission has been amendedNo
2013-03-01This submission is the final filingNo
2013-03-01This return/report is a short plan year return/report (less than 12 months)No
2013-03-01Plan is a collectively bargained planYes
2013-03-01Plan funding arrangement – TrustYes
2013-03-01Plan benefit arrangement – General assets of the sponsorYes
2009: JOINT BOARD OF TRUSTEES PAINTERS LOCAL UNION NO. 1265 VACATION FUND 2009 form 5500 responses
2009-03-01Type of plan entityMulti-employer plan
2009-03-01Submission has been amendedNo
2009-03-01This submission is the final filingNo
2009-03-01This return/report is a short plan year return/report (less than 12 months)No
2009-03-01Plan is a collectively bargained planYes
2009-03-01Plan funding arrangement – General assets of the sponsorYes
2009-03-01Plan benefit arrangement – General assets of the sponsorYes

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