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PACIFIC STATES HEALTH AND WELFARE TRUST FUND 401k Plan overview

Plan NamePACIFIC STATES HEALTH AND WELFARE TRUST FUND
Plan identification number 501

PACIFIC STATES HEALTH AND WELFARE TRUST FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Other welfare benefit cover

401k Sponsoring company profile

PACIFIC STATES HEALTH AND WELFARE TRUST FUND has sponsored the creation of one or more 401k plans.

Company Name:PACIFIC STATES HEALTH AND WELFARE TRUST FUND
Employer identification number (EIN):943185371
NAIC Classification:484110
NAIC Description:General Freight Trucking, Local

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PACIFIC STATES HEALTH AND WELFARE TRUST FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-08-01THOMAS A. DILLON2024-05-11 THOMAS A. DILLON2024-05-11
5012021-08-01THOMAS A. DILLON2023-05-01 THOMAS A. DILLON2023-05-01
5012020-08-01
5012019-08-01
5012018-08-01
5012017-08-01
5012016-08-01THOMAS A. DILLON THOMAS A. DILLON2018-05-09
5012015-08-01THOMAS A. DILLON THOMAS A. DILLON2017-05-08
5012014-08-01THOMAS A. DILLON THOMAS A. DILLON2016-05-11
5012013-08-01THOMAS A. DILLON
5012012-08-01THOMAS A. DILLON
5012011-08-01THOMAS A. DILLON
5012010-08-01THOMAS A. DILLON
5012009-08-01THOMAS A. DILLON
5012009-08-01THOMAS A. DILLON

Plan Statistics for PACIFIC STATES HEALTH AND WELFARE TRUST FUND

401k plan membership statisitcs for PACIFIC STATES HEALTH AND WELFARE TRUST FUND

Measure Date Value
2022: PACIFIC STATES HEALTH AND WELFARE TRUST FUND 2022 401k membership
Total participants, beginning-of-year2022-08-010
Total number of active participants reported on line 7a of the Form 55002022-08-010
Number of retired or separated participants receiving benefits2022-08-010
Number of other retired or separated participants entitled to future benefits2022-08-010
Total of all active and inactive participants2022-08-010
Number of employers contributing to the scheme2022-08-010
2021: PACIFIC STATES HEALTH AND WELFARE TRUST FUND 2021 401k membership
Total participants, beginning-of-year2021-08-010
Total number of active participants reported on line 7a of the Form 55002021-08-010
Number of retired or separated participants receiving benefits2021-08-010
Number of other retired or separated participants entitled to future benefits2021-08-010
Total of all active and inactive participants2021-08-010
Number of employers contributing to the scheme2021-08-010
2020: PACIFIC STATES HEALTH AND WELFARE TRUST FUND 2020 401k membership
Total participants, beginning-of-year2020-08-010
Total number of active participants reported on line 7a of the Form 55002020-08-010
Number of retired or separated participants receiving benefits2020-08-010
Number of other retired or separated participants entitled to future benefits2020-08-010
Total of all active and inactive participants2020-08-010
Number of employers contributing to the scheme2020-08-010
2019: PACIFIC STATES HEALTH AND WELFARE TRUST FUND 2019 401k membership
Total participants, beginning-of-year2019-08-010
Total number of active participants reported on line 7a of the Form 55002019-08-010
Number of retired or separated participants receiving benefits2019-08-010
Number of other retired or separated participants entitled to future benefits2019-08-010
Total of all active and inactive participants2019-08-010
Number of employers contributing to the scheme2019-08-010
2018: PACIFIC STATES HEALTH AND WELFARE TRUST FUND 2018 401k membership
Total participants, beginning-of-year2018-08-010
Total number of active participants reported on line 7a of the Form 55002018-08-010
Number of retired or separated participants receiving benefits2018-08-010
Number of other retired or separated participants entitled to future benefits2018-08-010
Total of all active and inactive participants2018-08-010
Number of employers contributing to the scheme2018-08-010
2017: PACIFIC STATES HEALTH AND WELFARE TRUST FUND 2017 401k membership
Total participants, beginning-of-year2017-08-010
Total number of active participants reported on line 7a of the Form 55002017-08-010
Number of retired or separated participants receiving benefits2017-08-010
Number of other retired or separated participants entitled to future benefits2017-08-010
Total of all active and inactive participants2017-08-010
Number of employers contributing to the scheme2017-08-010
2016: PACIFIC STATES HEALTH AND WELFARE TRUST FUND 2016 401k membership
Total participants, beginning-of-year2016-08-010
Total number of active participants reported on line 7a of the Form 55002016-08-010
Number of retired or separated participants receiving benefits2016-08-010
Number of other retired or separated participants entitled to future benefits2016-08-010
Total of all active and inactive participants2016-08-010
Number of employers contributing to the scheme2016-08-010
2015: PACIFIC STATES HEALTH AND WELFARE TRUST FUND 2015 401k membership
Total participants, beginning-of-year2015-08-010
Total number of active participants reported on line 7a of the Form 55002015-08-010
Number of retired or separated participants receiving benefits2015-08-010
Number of other retired or separated participants entitled to future benefits2015-08-010
Total of all active and inactive participants2015-08-010
Number of employers contributing to the scheme2015-08-010
2014: PACIFIC STATES HEALTH AND WELFARE TRUST FUND 2014 401k membership
Total participants, beginning-of-year2014-08-010
Total number of active participants reported on line 7a of the Form 55002014-08-010
Number of retired or separated participants receiving benefits2014-08-010
Number of other retired or separated participants entitled to future benefits2014-08-010
Total of all active and inactive participants2014-08-010
Number of employers contributing to the scheme2014-08-010
2013: PACIFIC STATES HEALTH AND WELFARE TRUST FUND 2013 401k membership
Total participants, beginning-of-year2013-08-010
Total number of active participants reported on line 7a of the Form 55002013-08-010
Number of retired or separated participants receiving benefits2013-08-010
Number of other retired or separated participants entitled to future benefits2013-08-010
Total of all active and inactive participants2013-08-010
Number of employers contributing to the scheme2013-08-010
2012: PACIFIC STATES HEALTH AND WELFARE TRUST FUND 2012 401k membership
Total participants, beginning-of-year2012-08-010
Total number of active participants reported on line 7a of the Form 55002012-08-010
Number of retired or separated participants receiving benefits2012-08-010
Number of other retired or separated participants entitled to future benefits2012-08-010
Total of all active and inactive participants2012-08-010
Number of employers contributing to the scheme2012-08-010
2011: PACIFIC STATES HEALTH AND WELFARE TRUST FUND 2011 401k membership
Total participants, beginning-of-year2011-08-010
Total number of active participants reported on line 7a of the Form 55002011-08-010
Number of retired or separated participants receiving benefits2011-08-010
Number of other retired or separated participants entitled to future benefits2011-08-010
Total of all active and inactive participants2011-08-010
Number of employers contributing to the scheme2011-08-010
2010: PACIFIC STATES HEALTH AND WELFARE TRUST FUND 2010 401k membership
Total participants, beginning-of-year2010-08-010
Total number of active participants reported on line 7a of the Form 55002010-08-010
Number of retired or separated participants receiving benefits2010-08-010
Number of other retired or separated participants entitled to future benefits2010-08-010
Total of all active and inactive participants2010-08-010
Number of employers contributing to the scheme2010-08-010
2009: PACIFIC STATES HEALTH AND WELFARE TRUST FUND 2009 401k membership
Total participants, beginning-of-year2009-08-010
Total number of active participants reported on line 7a of the Form 55002009-08-010
Number of retired or separated participants receiving benefits2009-08-010
Number of other retired or separated participants entitled to future benefits2009-08-010
Total of all active and inactive participants2009-08-010
Number of employers contributing to the scheme2009-08-010

Financial Data on PACIFIC STATES HEALTH AND WELFARE TRUST FUND

Measure Date Value
2023 : PACIFIC STATES HEALTH AND WELFARE TRUST FUND 2023 401k financial data
Total plan liabilities at end of year2023-07-31$332,071
Total plan liabilities at beginning of year2023-07-31$333,595
Total income from all sources2023-07-31$0
Expenses. Total of all expenses incurred2023-07-31$0
Total plan assets at end of year2023-07-31$332,071
Total plan assets at beginning of year2023-07-31$333,595
Net income (gross income less expenses)2023-07-31$0
Net plan assets at end of year (total assets less liabilities)2023-07-31$0
Net plan assets at beginning of year (total assets less liabilities)2023-07-31$0
2022 : PACIFIC STATES HEALTH AND WELFARE TRUST FUND 2022 401k financial data
Total plan liabilities at end of year2022-07-31$333,595
Total plan liabilities at beginning of year2022-07-31$337,105
Total income from all sources2022-07-31$0
Expenses. Total of all expenses incurred2022-07-31$0
Total plan assets at end of year2022-07-31$333,595
Total plan assets at beginning of year2022-07-31$337,105
Net income (gross income less expenses)2022-07-31$0
Net plan assets at end of year (total assets less liabilities)2022-07-31$0
Net plan assets at beginning of year (total assets less liabilities)2022-07-31$0
2021 : PACIFIC STATES HEALTH AND WELFARE TRUST FUND 2021 401k financial data
Total plan liabilities at end of year2021-07-31$337,105
Total plan liabilities at beginning of year2021-07-31$338,640
Total plan assets at end of year2021-07-31$337,105
Total plan assets at beginning of year2021-07-31$338,640
Net plan assets at end of year (total assets less liabilities)2021-07-31$0
Net plan assets at beginning of year (total assets less liabilities)2021-07-31$0
2020 : PACIFIC STATES HEALTH AND WELFARE TRUST FUND 2020 401k financial data
Total plan liabilities at end of year2020-07-31$338,640
Total plan liabilities at beginning of year2020-07-31$338,727
Total plan assets at end of year2020-07-31$338,640
Total plan assets at beginning of year2020-07-31$338,727
Net plan assets at end of year (total assets less liabilities)2020-07-31$0
Net plan assets at beginning of year (total assets less liabilities)2020-07-31$0
2019 : PACIFIC STATES HEALTH AND WELFARE TRUST FUND 2019 401k financial data
Total plan liabilities at end of year2019-07-31$338,727
Total plan liabilities at beginning of year2019-07-31$341,797
Total plan assets at end of year2019-07-31$338,727
Total plan assets at beginning of year2019-07-31$341,797
Net plan assets at end of year (total assets less liabilities)2019-07-31$0
Net plan assets at beginning of year (total assets less liabilities)2019-07-31$0
2017 : PACIFIC STATES HEALTH AND WELFARE TRUST FUND 2017 401k financial data
Total plan liabilities at end of year2017-07-31$341,862
Total plan liabilities at beginning of year2017-07-31$344,917
Total plan assets at end of year2017-07-31$341,862
Total plan assets at beginning of year2017-07-31$344,917
Net plan assets at end of year (total assets less liabilities)2017-07-31$0
Net plan assets at beginning of year (total assets less liabilities)2017-07-31$0
2016 : PACIFIC STATES HEALTH AND WELFARE TRUST FUND 2016 401k financial data
Total plan liabilities at end of year2016-07-31$344,917
Total plan liabilities at beginning of year2016-07-31$344,952
Total plan assets at end of year2016-07-31$344,917
Total plan assets at beginning of year2016-07-31$344,952
Net plan assets at end of year (total assets less liabilities)2016-07-31$0
Net plan assets at beginning of year (total assets less liabilities)2016-07-31$0
2015 : PACIFIC STATES HEALTH AND WELFARE TRUST FUND 2015 401k financial data
Total plan liabilities at end of year2015-07-31$344,952
Total plan liabilities at beginning of year2015-07-31$345,032
Total plan assets at end of year2015-07-31$344,952
Total plan assets at beginning of year2015-07-31$345,032
Net plan assets at end of year (total assets less liabilities)2015-07-31$0
Net plan assets at beginning of year (total assets less liabilities)2015-07-31$0
2014 : PACIFIC STATES HEALTH AND WELFARE TRUST FUND 2014 401k financial data
Total plan liabilities at end of year2014-07-31$345,032
Total plan liabilities at beginning of year2014-07-31$345,443
Total plan assets at end of year2014-07-31$345,032
Total plan assets at beginning of year2014-07-31$345,443
Net plan assets at end of year (total assets less liabilities)2014-07-31$0
Net plan assets at beginning of year (total assets less liabilities)2014-07-31$0
2013 : PACIFIC STATES HEALTH AND WELFARE TRUST FUND 2013 401k financial data
Total plan liabilities at end of year2013-07-31$345,443
Total plan liabilities at beginning of year2013-07-31$508,678
Total income from all sources2013-07-31$460
Expenses. Total of all expenses incurred2013-07-31$460
Total plan assets at end of year2013-07-31$345,443
Total plan assets at beginning of year2013-07-31$508,678
Expenses. Other expenses not covered elsewhere2013-07-31$460
Other income received2013-07-31$460
Net income (gross income less expenses)2013-07-31$0
Net plan assets at end of year (total assets less liabilities)2013-07-31$0
Net plan assets at beginning of year (total assets less liabilities)2013-07-31$0
2012 : PACIFIC STATES HEALTH AND WELFARE TRUST FUND 2012 401k financial data
Total plan liabilities at end of year2012-07-31$508,678
Total plan liabilities at beginning of year2012-07-31$510,875
Total income from all sources2012-07-31$604
Expenses. Total of all expenses incurred2012-07-31$604
Total plan assets at end of year2012-07-31$508,678
Total plan assets at beginning of year2012-07-31$510,875
Other income received2012-07-31$604
Net income (gross income less expenses)2012-07-31$0
Net plan assets at end of year (total assets less liabilities)2012-07-31$0
Net plan assets at beginning of year (total assets less liabilities)2012-07-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-07-31$604
2011 : PACIFIC STATES HEALTH AND WELFARE TRUST FUND 2011 401k financial data
Total plan liabilities at end of year2011-07-31$510,875
Total plan liabilities at beginning of year2011-07-31$509,845
Total income from all sources2011-07-31$1,090
Expenses. Total of all expenses incurred2011-07-31$1,090
Total plan assets at end of year2011-07-31$510,875
Total plan assets at beginning of year2011-07-31$509,845
Other income received2011-07-31$1,090
Net income (gross income less expenses)2011-07-31$0
Net plan assets at end of year (total assets less liabilities)2011-07-31$0
Net plan assets at beginning of year (total assets less liabilities)2011-07-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-07-31$1,090

Form 5500 Responses for PACIFIC STATES HEALTH AND WELFARE TRUST FUND

2022: PACIFIC STATES HEALTH AND WELFARE TRUST FUND 2022 form 5500 responses
2022-08-01Type of plan entityMulti-employer plan
2022-08-01Submission has been amendedNo
2022-08-01This submission is the final filingNo
2022-08-01This return/report is a short plan year return/report (less than 12 months)No
2022-08-01Plan is a collectively bargained planYes
2022-08-01Plan funding arrangement – TrustYes
2022-08-01Plan benefit arrangement - TrustYes
2021: PACIFIC STATES HEALTH AND WELFARE TRUST FUND 2021 form 5500 responses
2021-08-01Type of plan entityMulti-employer plan
2021-08-01Submission has been amendedNo
2021-08-01This submission is the final filingNo
2021-08-01This return/report is a short plan year return/report (less than 12 months)No
2021-08-01Plan is a collectively bargained planYes
2021-08-01Plan funding arrangement – TrustYes
2021-08-01Plan benefit arrangement - TrustYes
2020: PACIFIC STATES HEALTH AND WELFARE TRUST FUND 2020 form 5500 responses
2020-08-01Type of plan entityMulti-employer plan
2020-08-01Plan is a collectively bargained planYes
2020-08-01Plan funding arrangement – TrustYes
2020-08-01Plan benefit arrangement - TrustYes
2019: PACIFIC STATES HEALTH AND WELFARE TRUST FUND 2019 form 5500 responses
2019-08-01Type of plan entityMulti-employer plan
2019-08-01Plan is a collectively bargained planYes
2019-08-01Plan funding arrangement – TrustYes
2019-08-01Plan benefit arrangement - TrustYes
2018: PACIFIC STATES HEALTH AND WELFARE TRUST FUND 2018 form 5500 responses
2018-08-01Type of plan entityMulti-employer plan
2018-08-01Plan is a collectively bargained planYes
2018-08-01Plan funding arrangement – TrustYes
2018-08-01Plan benefit arrangement - TrustYes
2017: PACIFIC STATES HEALTH AND WELFARE TRUST FUND 2017 form 5500 responses
2017-08-01Type of plan entityMulti-employer plan
2017-08-01Plan is a collectively bargained planYes
2017-08-01Plan funding arrangement – TrustYes
2017-08-01Plan benefit arrangement - TrustYes
2016: PACIFIC STATES HEALTH AND WELFARE TRUST FUND 2016 form 5500 responses
2016-08-01Type of plan entityMulti-employer plan
2016-08-01Plan is a collectively bargained planYes
2016-08-01Plan funding arrangement – TrustYes
2016-08-01Plan benefit arrangement - TrustYes
2015: PACIFIC STATES HEALTH AND WELFARE TRUST FUND 2015 form 5500 responses
2015-08-01Type of plan entityMulti-employer plan
2015-08-01Plan is a collectively bargained planYes
2015-08-01Plan funding arrangement – TrustYes
2015-08-01Plan benefit arrangement - TrustYes
2014: PACIFIC STATES HEALTH AND WELFARE TRUST FUND 2014 form 5500 responses
2014-08-01Type of plan entityMulti-employer plan
2014-08-01Plan is a collectively bargained planYes
2014-08-01Plan funding arrangement – TrustYes
2014-08-01Plan benefit arrangement - TrustYes
2013: PACIFIC STATES HEALTH AND WELFARE TRUST FUND 2013 form 5500 responses
2013-08-01Type of plan entityMulti-employer plan
2013-08-01Plan is a collectively bargained planYes
2013-08-01Plan funding arrangement – TrustYes
2013-08-01Plan benefit arrangement - TrustYes
2012: PACIFIC STATES HEALTH AND WELFARE TRUST FUND 2012 form 5500 responses
2012-08-01Type of plan entityMulti-employer plan
2012-08-01Submission has been amendedYes
2012-08-01Plan is a collectively bargained planYes
2012-08-01Plan funding arrangement – TrustYes
2012-08-01Plan benefit arrangement - TrustYes
2011: PACIFIC STATES HEALTH AND WELFARE TRUST FUND 2011 form 5500 responses
2011-08-01Type of plan entityMulti-employer plan
2011-08-01Plan is a collectively bargained planYes
2011-08-01Plan funding arrangement – TrustYes
2011-08-01Plan benefit arrangement - TrustYes
2010: PACIFIC STATES HEALTH AND WELFARE TRUST FUND 2010 form 5500 responses
2010-08-01Type of plan entityMulti-employer plan
2010-08-01Plan is a collectively bargained planYes
2010-08-01Plan funding arrangement – TrustYes
2010-08-01Plan benefit arrangement - TrustYes
2009: PACIFIC STATES HEALTH AND WELFARE TRUST FUND 2009 form 5500 responses
2009-08-01Type of plan entityMulti-employer plan
2009-08-01Submission has been amendedYes
2009-08-01This submission is the final filingNo
2009-08-01Plan is a collectively bargained planYes
2009-08-01Plan funding arrangement – TrustYes
2009-08-01Plan benefit arrangement - TrustYes

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