Plan5500

Painters Local No. 109 Health And Welfare Plan — Form 5500 plan (Painters Local No. 109 Health And Welfare Plan Joint Brd Of Trustees)

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, Painters Local No. 109 Health And Welfare Plan is a benefit plan reported by Painters Local No. 109 Health And Welfare Plan Joint Brd Of Trustees under EIN 47-0738490 and plan number 501. The latest loaded filing year is 2023. The filing reports 89 participants and $400,286 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Painters Local No. 109 Health And Welfare Plan Joint Brd Of Trustees
EIN
47-0738490
Plan number
501
Plan type
1
Location
Omaha, NE
Latest filing year
2023
Participants
89
End-of-year plan assets
$400,286

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202389I, C20250324122503NAL0006892211001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$400,286
Total liabilities (EOY)
$34,534
Net assets (EOY)
$365,752
Net assets (BOY)
$267,475

Income & contributions

Employer contributions
$1,411,482
Participant contributions
$11,360
Total income / additions
$1,426,738

Expenses & distributions

Benefits paid
$1,208,055
Administrative expenses
$120,406
Total expenses
$1,328,461
Net increase / (decrease)
$98,277

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Umr, Inc.NONE$74,042$1,3652023
Silverstone Group IncorporatedNONE$0$22,8002023
Forvis Mazars, LlpNONE$15,950not reported in the loaded dataset2023
Celeste GardnerRELATED PLAN EE$0$5,3452023
Weinberg & WeinbergNONE$5,180not reported in the loaded dataset2023

Related Form 5500 pages