International Union Of Painters And Allied Trades Local No. 47 Health And Welfare Fund — Form 5500 plan (International Union Of Painters Trades 47 Health & Welfare Fund)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, International Union Of Painters And Allied Trades Local No. 47 Health And Welfare Fund is a benefit plan reported by International Union Of Painters Trades 47 Health & Welfare Fund under EIN 35-6277430 and plan number 501. The latest loaded filing year is 2023. The filing reports 329 participants and $6,969,197 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- International Union Of Painters Trades 47 Health & Welfare Fund
- EIN
- 35-6277430
- Plan number
- 501
- Plan type
- 1
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 329
- End-of-year plan assets
- $6,969,197
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 329 | H, C | 20241002134507NAL0004839875004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,969,197
- Total liabilities (EOY)
- $2,653,305
- Net assets (EOY)
- $4,315,892
- Net assets (BOY)
- $4,263,524
Income & contributions
- Employer contributions
- $3,593,559
- Participant contributions
- $516,302
- Total contributions
- $4,109,861
- Total income / additions
- $4,448,788
Expenses & distributions
- Benefits paid
- $4,075,509
- Administrative expenses
- $320,911
- Total expenses
- $4,396,420
- Net increase / (decrease)
- $52,368
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Healthscope Benefits, Inc. | NONE | $180,220 | not reported in the loaded dataset | 2023 |
| Ledbetter Partners, LLC | NONE | $30,988 | not reported in the loaded dataset | 2023 |
| Lm Henderson & Company | NONE | $26,600 | not reported in the loaded dataset | 2023 |
| Ima Inc | NONE | $25,200 | not reported in the loaded dataset | 2023 |
| Axia Advisory Corporation | NONE | $15,500 | not reported in the loaded dataset | 2023 |
| Osborn, Carriero & Associates | NONE | $5,300 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for International Union Of Painters Trades 47 Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Healthscope Benefits, Inc. — Schedule C compensation
- Ledbetter Partners, LLC — Schedule C compensation
- Lm Henderson & Company — Schedule C compensation
- Ima Inc — Schedule C compensation
- Axia Advisory Corporation — Schedule C compensation
- Osborn, Carriero & Associates — Schedule C compensation