401k Plan data: PAINTERS LOCAL UNION NO. 156 HEALTH & WELFARE FUND plan

PAINTERS LOCAL UNION NO. 156 HEALTH & WELFARE FUND 401k Plan overview

Plan Name	PAINTERS LOCAL UNION NO. 156 HEALTH & WELFARE FUND
Plan identification number	501

PAINTERS LOCAL UNION NO. 156 HEALTH & WELFARE FUND Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Vision Temporary disability (accident and sickness) Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

PAINTERS LOCAL UNION NO. 156 HEALTH & WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name: PAINTERS LOCAL UNION NO. 156 HEALTH & WELFARE FUND

Employer identification number (EIN): 350983198

NAIC Classification: 525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PAINTERS LOCAL UNION NO. 156 HEALTH & WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2016-01-01 ROGER HESTER ROGER HESTER 2016-11-07
501 2015-01-01 ROGER HESTER ROGER HESTER 2016-10-17
501 2014-01-01 ROGER HESTER ROGER HESTER 2015-10-14
501 2014-01-01 2015-10-14
501 2013-01-01 MARK SCHIFF
501 2012-01-01 MARK SCHIFF MARK SCHIFF 2013-10-14
501 2011-01-01 JERE HERSHEY
501 2010-01-01 JERE HERSHEY JERE HERSHEY 2011-10-14
501 2009-01-01 JERE HERSHEY JERE HERSHEY 2010-10-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
501	2016-01-01	ROGER HESTER		ROGER HESTER	2016-11-07
501	2015-01-01	ROGER HESTER		ROGER HESTER	2016-10-17
501	2014-01-01	ROGER HESTER		ROGER HESTER	2015-10-14
501	2014-01-01		2015-10-14
501	2013-01-01	MARK SCHIFF
501	2012-01-01	MARK SCHIFF		MARK SCHIFF	2013-10-14
501	2011-01-01	JERE HERSHEY
501	2010-01-01	JERE HERSHEY		JERE HERSHEY	2011-10-14
501	2009-01-01	JERE HERSHEY		JERE HERSHEY	2010-10-15

Plan Statistics for PAINTERS LOCAL UNION NO. 156 HEALTH & WELFARE FUND

401k plan membership statisitcs for PAINTERS LOCAL UNION NO. 156 HEALTH & WELFARE FUND

Measure Date Value
2016: PAINTERS LOCAL UNION NO. 156 HEALTH & WELFARE FUND 2016 401k membership
Total participants, beginning-of-year 2016-01-01 277
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
Number of employers contributing to the scheme 2016-01-01 0
2015: PAINTERS LOCAL UNION NO. 156 HEALTH & WELFARE FUND 2015 401k membership
Total participants, beginning-of-year 2015-01-01 264
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 264
Total of all active and inactive participants 2015-01-01 264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
2014: PAINTERS LOCAL UNION NO. 156 HEALTH & WELFARE FUND 2014 401k membership
Total participants, beginning-of-year 2014-01-01 275
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 275
Total of all active and inactive participants 2014-01-01 275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
2013: PAINTERS LOCAL UNION NO. 156 HEALTH & WELFARE FUND 2013 401k membership
Total participants, beginning-of-year 2013-01-01 243
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 243
Total of all active and inactive participants 2013-01-01 243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
2012: PAINTERS LOCAL UNION NO. 156 HEALTH & WELFARE FUND 2012 401k membership
Total participants, beginning-of-year 2012-01-01 274
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 274
Total of all active and inactive participants 2012-01-01 274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 274
2011: PAINTERS LOCAL UNION NO. 156 HEALTH & WELFARE FUND 2011 401k membership
Total participants, beginning-of-year 2011-01-01 296
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 296
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 296
2010: PAINTERS LOCAL UNION NO. 156 HEALTH & WELFARE FUND 2010 401k membership
Total participants, beginning-of-year 2010-01-01 259
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 259
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 259
2009: PAINTERS LOCAL UNION NO. 156 HEALTH & WELFARE FUND 2009 401k membership
Total participants, beginning-of-year 2009-01-01 335
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 335
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 335

Measure	Date	Value
2016: PAINTERS LOCAL UNION NO. 156 HEALTH & WELFARE FUND 2016 401k membership
Total participants, beginning-of-year	2016-01-01	277
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
Number of employers contributing to the scheme	2016-01-01	0
2015: PAINTERS LOCAL UNION NO. 156 HEALTH & WELFARE FUND 2015 401k membership
Total participants, beginning-of-year	2015-01-01	264
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	264
Total of all active and inactive participants	2015-01-01	264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
2014: PAINTERS LOCAL UNION NO. 156 HEALTH & WELFARE FUND 2014 401k membership
Total participants, beginning-of-year	2014-01-01	275
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	275
Total of all active and inactive participants	2014-01-01	275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
2013: PAINTERS LOCAL UNION NO. 156 HEALTH & WELFARE FUND 2013 401k membership
Total participants, beginning-of-year	2013-01-01	243
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	243
Total of all active and inactive participants	2013-01-01	243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
2012: PAINTERS LOCAL UNION NO. 156 HEALTH & WELFARE FUND 2012 401k membership
Total participants, beginning-of-year	2012-01-01	274
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	274
Total of all active and inactive participants	2012-01-01	274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	274
2011: PAINTERS LOCAL UNION NO. 156 HEALTH & WELFARE FUND 2011 401k membership
Total participants, beginning-of-year	2011-01-01	296
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	296
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	296
2010: PAINTERS LOCAL UNION NO. 156 HEALTH & WELFARE FUND 2010 401k membership
Total participants, beginning-of-year	2010-01-01	259
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	259
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	259
2009: PAINTERS LOCAL UNION NO. 156 HEALTH & WELFARE FUND 2009 401k membership
Total participants, beginning-of-year	2009-01-01	335
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	335
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	335

Financial Data on PAINTERS LOCAL UNION NO. 156 HEALTH & WELFARE FUND

Measure	Date	Value
2016 : PAINTERS LOCAL UNION NO. 156 HEALTH & WELFARE FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-07-29	$957
Total unrealized appreciation/depreciation of assets	2016-07-29	$957
Total transfer of assets from this plan	2016-07-29	$433,724
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-07-29	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-07-29	$0
Total income from all sources (including contributions)	2016-07-29	$515,196
Total loss/gain on sale of assets	2016-07-29	$0
Total of all expenses incurred	2016-07-29	$1,558,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-07-29	$1,445,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-07-29	$510,133
Value of total assets at end of year	2016-07-29	$0
Value of total assets at beginning of year	2016-07-29	$1,477,512
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-07-29	$113,266
Total interest from all sources	2016-07-29	$4,106
Total dividends received (eg from common stock, registered investment company shares)	2016-07-29	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-07-29	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2016-07-29	$0
Administrative expenses professional fees incurred	2016-07-29	$111,714
Was this plan covered by a fidelity bond	2016-07-29	Yes
Value of fidelity bond cover	2016-07-29	$1,000,000
If this is an individual account plan, was there a blackout period	2016-07-29	No
Were there any nonexempt tranactions with any party-in-interest	2016-07-29	No
Contributions received from participants	2016-07-29	$146,682
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-07-29	$38,952
Liabilities. Value of operating payables at beginning of year	2016-07-29	$0
Total non interest bearing cash at end of year	2016-07-29	$0
Total non interest bearing cash at beginning of year	2016-07-29	$139,194
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-07-29	No
Value of net income/loss	2016-07-29	$-1,043,788
Value of net assets at end of year (total assets less liabilities)	2016-07-29	$0
Value of net assets at beginning of year (total assets less liabilities)	2016-07-29	$1,477,512
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-07-29	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-07-29	No
Were any leases to which the plan was party in default or uncollectible	2016-07-29	No
Investment advisory and management fees	2016-07-29	$1,552
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-07-29	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-07-29	$1,086,742
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-07-29	$1,086,742
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-07-29	$4,106
Expenses. Payments to insurance carriers foe the provision of benefits	2016-07-29	$210,785
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-07-29	No
Was there a failure to transmit to the plan any participant contributions	2016-07-29	No
Has the plan failed to provide any benefit when due under the plan	2016-07-29	No
Contributions received in cash from employer	2016-07-29	$363,451
Employer contributions (assets) at end of year	2016-07-29	$0
Employer contributions (assets) at beginning of year	2016-07-29	$251,576
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-07-29	$1,195,981
Did the plan have assets held for investment	2016-07-29	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-07-29	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-07-29	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-07-29	No
Opinion of an independent qualified public accountant for this plan	2016-07-29	Unqualified
Accountancy firm name	2016-07-29	WEINZAPFEL & CO., LLC
Accountancy firm EIN	2016-07-29	352152081
2015 : PAINTERS LOCAL UNION NO. 156 HEALTH & WELFARE FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$1,001
Total unrealized appreciation/depreciation of assets	2015-12-31	$1,001
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$210
Total income from all sources (including contributions)	2015-12-31	$3,025,219
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$3,519,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$3,368,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$3,014,897
Value of total assets at end of year	2015-12-31	$1,477,512
Value of total assets at beginning of year	2015-12-31	$1,971,766
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$150,703
Total interest from all sources	2015-12-31	$9,321
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$145,188
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$409,035
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$47,311
Liabilities. Value of operating payables at beginning of year	2015-12-31	$210
Total non interest bearing cash at end of year	2015-12-31	$139,194
Total non interest bearing cash at beginning of year	2015-12-31	$218,945
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-494,044
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,477,512
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,971,556
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$5,515
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$1,086,742
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$1,506,934
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$1,506,934
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$9,321
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$624,389
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$2,605,862
Employer contributions (assets) at end of year	2015-12-31	$251,576
Employer contributions (assets) at beginning of year	2015-12-31	$245,887
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,696,860
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	WEINZAPFEL & CO., LLC
Accountancy firm EIN	2015-12-31	352152081
2014 : PAINTERS LOCAL UNION NO. 156 HEALTH & WELFARE FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$-1,857
Total unrealized appreciation/depreciation of assets	2014-12-31	$-1,857
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$210
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$14,733
Total income from all sources (including contributions)	2014-12-31	$2,826,790
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$3,040,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,943,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,817,719
Value of total assets at end of year	2014-12-31	$1,971,766
Value of total assets at beginning of year	2014-12-31	$2,200,437
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$97,033
Total interest from all sources	2014-12-31	$10,928
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$90,127
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$444,369
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$47,489
Liabilities. Value of operating payables at end of year	2014-12-31	$210
Liabilities. Value of operating payables at beginning of year	2014-12-31	$14,733
Total non interest bearing cash at end of year	2014-12-31	$218,945
Total non interest bearing cash at beginning of year	2014-12-31	$98,848
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-214,148
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,971,556
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,185,704
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$6,906
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$1,506,934
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$1,678,524
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$1,678,524
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$10,928
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$635,877
Asset value of US Government securities at beginning of year	2014-12-31	$126,245
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$2,373,350
Employer contributions (assets) at end of year	2014-12-31	$245,887
Employer contributions (assets) at beginning of year	2014-12-31	$296,820
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,260,539
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	WEINZAPFEL & CO., LLC
Accountancy firm EIN	2014-12-31	352152081
2013 : PAINTERS LOCAL UNION NO. 156 HEALTH & WELFARE FUND 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets	2013-12-31	$-5,271
Total unrealized appreciation/depreciation of assets	2013-12-31	$-5,271
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$14,733
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$139
Total income from all sources (including contributions)	2013-12-31	$2,749,323
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$2,784,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$2,676,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,744,938
Value of total assets at end of year	2013-12-31	$2,200,437
Value of total assets at beginning of year	2013-12-31	$2,221,332
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$107,851
Total interest from all sources	2013-12-31	$9,656
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$97,096
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$471,026
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$46,999
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$3,037
Liabilities. Value of operating payables at end of year	2013-12-31	$14,733
Liabilities. Value of operating payables at beginning of year	2013-12-31	$139
Total non interest bearing cash at end of year	2013-12-31	$98,848
Total non interest bearing cash at beginning of year	2013-12-31	$71,612
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$-35,489
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,185,704
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$2,221,193
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$10,755
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$1,678,524
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$1,808,103
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$1,808,103
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$9,656
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$572,045
Asset value of US Government securities at end of year	2013-12-31	$126,245
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$2,273,912
Employer contributions (assets) at end of year	2013-12-31	$296,820
Employer contributions (assets) at beginning of year	2013-12-31	$338,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$2,057,917
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	WEINZAPFEL & CO., LLC
Accountancy firm EIN	2013-12-31	352152081
2012 : PAINTERS LOCAL UNION NO. 156 HEALTH & WELFARE FUND 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$139
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$1,135
Total income from all sources (including contributions)	2012-12-31	$2,624,191
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$3,449,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$3,358,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,610,124
Value of total assets at end of year	2012-12-31	$2,221,332
Value of total assets at beginning of year	2012-12-31	$3,047,575
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$91,175
Total interest from all sources	2012-12-31	$14,067
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$91,175
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$250,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$458,071
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$8,250
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$3,037
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$21,607
Liabilities. Value of operating payables at end of year	2012-12-31	$139
Liabilities. Value of operating payables at beginning of year	2012-12-31	$1,135
Total non interest bearing cash at end of year	2012-12-31	$71,612
Total non interest bearing cash at beginning of year	2012-12-31	$577,962
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$-825,247
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$2,221,193
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$3,046,440
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$1,808,103
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$2,248,130
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$2,248,130
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$14,067
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$615,546
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$2,152,053
Employer contributions (assets) at end of year	2012-12-31	$338,580
Employer contributions (assets) at beginning of year	2012-12-31	$199,876
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,734,467
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	WEINZAPFEL & CO., LLP
Accountancy firm EIN	2012-12-31	352152081
2011 : PAINTERS LOCAL UNION NO. 156 HEALTH & WELFARE FUND 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$1,135
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$28,808
Total income from all sources (including contributions)	2011-12-31	$3,009,238
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$3,021,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$2,941,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,995,184
Value of total assets at end of year	2011-12-31	$3,047,575
Value of total assets at beginning of year	2011-12-31	$3,087,465
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$80,238
Total interest from all sources	2011-12-31	$14,054
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$80,238
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$250,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$410,137
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$17,000
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$21,607
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$63,838
Liabilities. Value of operating payables at end of year	2011-12-31	$1,135
Liabilities. Value of operating payables at beginning of year	2011-12-31	$28,808
Total non interest bearing cash at end of year	2011-12-31	$577,962
Total non interest bearing cash at beginning of year	2011-12-31	$1,312,969
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-12,217
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$3,046,440
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$3,058,657
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$2,248,130
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$1,528,038
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$1,528,038
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$14,054
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$587,756
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$2,585,047
Employer contributions (assets) at end of year	2011-12-31	$199,876
Employer contributions (assets) at beginning of year	2011-12-31	$182,620
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$2,336,461
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	WEINZAPFEL & CO., LLP
Accountancy firm EIN	2011-12-31	352152081
2010 : PAINTERS LOCAL UNION NO. 156 HEALTH & WELFARE FUND 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$28,808
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$17,478
Total income from all sources (including contributions)	2010-12-31	$2,836,552
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$3,024,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$2,945,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,820,885
Value of total assets at end of year	2010-12-31	$3,087,465
Value of total assets at beginning of year	2010-12-31	$3,264,080
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$79,132
Total interest from all sources	2010-12-31	$15,667
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$79,132
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$250,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$387,381
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$12,643
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$63,838
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$92,674
Liabilities. Value of operating payables at end of year	2010-12-31	$28,808
Liabilities. Value of operating payables at beginning of year	2010-12-31	$17,478
Total non interest bearing cash at end of year	2010-12-31	$1,312,969
Total non interest bearing cash at beginning of year	2010-12-31	$911,029
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$-187,945
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$3,058,657
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$3,246,602
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$1,528,038
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$2,114,539
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$2,114,539
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$15,667
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$466,393
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$2,433,504
Employer contributions (assets) at end of year	2010-12-31	$182,620
Employer contributions (assets) at beginning of year	2010-12-31	$145,838
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$2,466,329
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	WEINXAPFEL & CO., LLP
Accountancy firm EIN	2010-12-31	352152081

Form 5500 Responses for PAINTERS LOCAL UNION NO. 156 HEALTH & WELFARE FUND

2016: PAINTERS LOCAL UNION NO. 156 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	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-01-01	Plan is a collectively bargained plan	Yes
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PAINTERS LOCAL UNION NO. 156 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	Yes
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PAINTERS LOCAL UNION NO. 156 HEALTH & WELFARE FUND 2014 form 5500 responses
2014-01-01	Type of plan entity	Multi-employer plan
2014-01-01	Submission has been amended	Yes
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 funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PAINTERS LOCAL UNION NO. 156 HEALTH & WELFARE FUND 2013 form 5500 responses
2013-01-01	Type of plan entity	Multi-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 funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PAINTERS LOCAL UNION NO. 156 HEALTH & WELFARE FUND 2012 form 5500 responses
2012-01-01	Type of plan entity	Multi-employer plan
2012-01-01	Submission has been amended	No
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 funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PAINTERS LOCAL UNION NO. 156 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 funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: PAINTERS LOCAL UNION NO. 156 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 funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: PAINTERS LOCAL UNION NO. 156 HEALTH & WELFARE FUND 2009 form 5500 responses
2009-01-01	Type of plan entity	Mulitple 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 funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

10107856

Policy instance

Insurance contract or identification number	10107856
Number of Individuals Covered	264
Insurance policy start date	2016-01-01
Insurance policy end date	2016-07-29
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	AD&D
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,344
Insurance broker organization code?	3
Insurance broker name	INSURANCE & BUSINESS PLANNING

HEALTH RESOURCES INC (National Association of Insurance Commissioners NAIC id number: 96687 )

Policy contract number

96687

Policy instance

Insurance contract or identification number	96687
Number of Individuals Covered	253
Insurance policy start date	2016-01-01
Insurance policy end date	2016-04-30
Total amount of commissions paid to insurance broker	USD $2,841
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $2,841
Insurance broker organization code?	3
Insurance broker name	INSURANCE AND BUSINESS PLANNING, IN

MERITAIN HEALTH (National Association of Insurance Commissioners NAIC id number: 77828 )

Policy contract number

12597

Policy instance

Insurance contract or identification number	12597
Number of Individuals Covered	277
Insurance policy start date	2016-01-01
Insurance policy end date	2016-07-29
Total amount of commissions paid to insurance broker	USD $10,300
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $10,300
Insurance broker organization code?	3
Insurance broker name	MERITAIN HEALTH

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

10107856

Policy instance

Insurance contract or identification number	10107856
Number of Individuals Covered	245
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $4,307
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	AD&D
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,307
Insurance broker organization code?	3
Insurance broker name	INSURANCE & BUSINESS PLANNING

HEALTH RESOURCES INC (National Association of Insurance Commissioners NAIC id number: 96687 )

Policy contract number

96687

Policy instance

Insurance contract or identification number	96687
Number of Individuals Covered	217
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $7,363
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $7,363
Insurance broker organization code?	3
Insurance broker name	INSURANCE AND BUSINESS PLANNING, IN

MERITAIN HEALTH (National Association of Insurance Commissioners NAIC id number: 77828 )

Policy contract number

12597

Policy instance

Insurance contract or identification number	12597
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Insurance broker organization code?	3
Insurance broker name	MERITAIN HEALTH

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

10107856

Policy instance

Insurance contract or identification number	10107856
Number of Individuals Covered	250
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $4,285
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,285
Insurance broker organization code?	3
Insurance broker name	INSURANCE & BUSINESS PLANNING

HEALTH RESOURCES INC (National Association of Insurance Commissioners NAIC id number: 96687 )

Policy contract number

96687

Policy instance

Insurance contract or identification number	96687
Number of Individuals Covered	203
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $6,659
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $6,659
Insurance broker organization code?	3
Insurance broker name	INSURANCE AND BUSINESS PLANNING, IN

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

10107856

Policy instance

Insurance contract or identification number	10107856
Number of Individuals Covered	243
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $4,217
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,217
Insurance broker organization code?	3
Insurance broker name	INSURANCE & BUSINESS PLANNING

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

10107856

Policy instance

Insurance contract or identification number	10107856
Number of Individuals Covered	274
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $4,991
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,991
Insurance broker organization code?	3
Insurance broker name	INSURANCE & BUSINESS PLANNING

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

65676

Policy instance

Insurance contract or identification number	65676
Number of Individuals Covered	296
Insurance policy start date	2010-10-01
Insurance policy end date	2011-09-30
Total amount of commissions paid to insurance broker	USD $4,499
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

000010107856

Policy instance

Insurance contract or identification number	000010107856
Number of Individuals Covered	259
Insurance policy start date	2009-10-01
Insurance policy end date	2010-09-30
Total amount of commissions paid to insurance broker	USD $3,975
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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Company Name:	PAINTERS LOCAL UNION NO. 156 HEALTH & WELFARE FUND
Employer identification number (EIN):	350983198
NAIC Classification:	525100
NAIC Description:	Insurance and Employee Benefit Funds