PAINTERS & ALLIED TRADES LOCAL 823 has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PAINTERS & ALLIED TRADES LOCAL UNION #823 HEALTH & WELFARE TRUST FUND
401k plan membership statisitcs for PAINTERS & ALLIED TRADES LOCAL UNION #823 HEALTH & WELFARE TRUST FUND
| Measure | Date | Value |
|---|
| 2019: PAINTERS & ALLIED TRADES LOCAL UNION #823 HEALTH & WELFARE TRUST FUND 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-11-01 | 116 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-11-01 | 0 |
| Total of all active and inactive participants | 2019-11-01 | 0 |
| Total participants | 2019-11-01 | 0 |
| Number of employers contributing to the scheme | 2019-11-01 | 22 |
| 2018: PAINTERS & ALLIED TRADES LOCAL UNION #823 HEALTH & WELFARE TRUST FUND 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-11-01 | 118 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-11-01 | 116 |
| Total of all active and inactive participants | 2018-11-01 | 116 |
| Total participants | 2018-11-01 | 116 |
| Number of employers contributing to the scheme | 2018-11-01 | 22 |
| 2017: PAINTERS & ALLIED TRADES LOCAL UNION #823 HEALTH & WELFARE TRUST FUND 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-11-01 | 95 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-11-01 | 118 |
| Total of all active and inactive participants | 2017-11-01 | 118 |
| Total participants | 2017-11-01 | 118 |
| Number of employers contributing to the scheme | 2017-11-01 | 22 |
| 2016: PAINTERS & ALLIED TRADES LOCAL UNION #823 HEALTH & WELFARE TRUST FUND 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-11-01 | 76 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-11-01 | 95 |
| Total of all active and inactive participants | 2016-11-01 | 95 |
| Total participants | 2016-11-01 | 95 |
| Number of employers contributing to the scheme | 2016-11-01 | 22 |
| 2015: PAINTERS & ALLIED TRADES LOCAL UNION #823 HEALTH & WELFARE TRUST FUND 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-11-01 | 58 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-11-01 | 76 |
| Number of retired or separated participants receiving benefits | 2015-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-11-01 | 0 |
| Total of all active and inactive participants | 2015-11-01 | 76 |
| Total participants | 2015-11-01 | 76 |
| Number of participants with account balances | 2015-11-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-11-01 | 0 |
| Number of employers contributing to the scheme | 2015-11-01 | 19 |
| 2014: PAINTERS & ALLIED TRADES LOCAL UNION #823 HEALTH & WELFARE TRUST FUND 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-11-01 | 72 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-11-01 | 51 |
| Number of retired or separated participants receiving benefits | 2014-11-01 | 7 |
| Number of other retired or separated participants entitled to future benefits | 2014-11-01 | 0 |
| Total of all active and inactive participants | 2014-11-01 | 58 |
| Total participants | 2014-11-01 | 58 |
| Number of participants with account balances | 2014-11-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-11-01 | 0 |
| Number of employers contributing to the scheme | 2014-11-01 | 13 |
| 2013: PAINTERS & ALLIED TRADES LOCAL UNION #823 HEALTH & WELFARE TRUST FUND 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-11-01 | 91 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-11-01 | 63 |
| Number of retired or separated participants receiving benefits | 2013-11-01 | 9 |
| Total of all active and inactive participants | 2013-11-01 | 72 |
| Total participants | 2013-11-01 | 0 |
| Number of employers contributing to the scheme | 2013-11-01 | 13 |
| 2012: PAINTERS & ALLIED TRADES LOCAL UNION #823 HEALTH & WELFARE TRUST FUND 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-11-01 | 95 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-11-01 | 74 |
| Number of retired or separated participants receiving benefits | 2012-11-01 | 17 |
| Total of all active and inactive participants | 2012-11-01 | 91 |
| Total participants | 2012-11-01 | 0 |
| Number of employers contributing to the scheme | 2012-11-01 | 17 |
| 2011: PAINTERS & ALLIED TRADES LOCAL UNION #823 HEALTH & WELFARE TRUST FUND 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-11-01 | 133 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-11-01 | 80 |
| Number of retired or separated participants receiving benefits | 2011-11-01 | 15 |
| Total of all active and inactive participants | 2011-11-01 | 95 |
| Total participants | 2011-11-01 | 95 |
| Number of employers contributing to the scheme | 2011-11-01 | 17 |
| 2010: PAINTERS & ALLIED TRADES LOCAL UNION #823 HEALTH & WELFARE TRUST FUND 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-11-01 | 134 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-11-01 | 118 |
| Number of retired or separated participants receiving benefits | 2010-11-01 | 15 |
| Total of all active and inactive participants | 2010-11-01 | 133 |
| Total participants | 2010-11-01 | 133 |
| Number of employers contributing to the scheme | 2010-11-01 | 17 |
| 2009: PAINTERS & ALLIED TRADES LOCAL UNION #823 HEALTH & WELFARE TRUST FUND 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-11-01 | 109 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-11-01 | 119 |
| Number of retired or separated participants receiving benefits | 2009-11-01 | 15 |
| Total of all active and inactive participants | 2009-11-01 | 134 |
| Total participants | 2009-11-01 | 134 |
| Number of employers contributing to the scheme | 2009-11-01 | 15 |
| Measure | Date | Value |
|---|
| 2019 : PAINTERS & ALLIED TRADES LOCAL UNION #823 HEALTH & WELFARE TRUST FUND 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $-1,543,883 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $431,937 |
| Total income from all sources | 2019-12-31 | $219,761 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $173,706 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $119,663 |
| Total plan assets at end of year | 2019-12-31 | $0 |
| Total plan assets at beginning of year | 2019-12-31 | $1,929,765 |
| Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $1,540 |
| Other income received | 2019-12-31 | $3,534 |
| Net income (gross income less expenses) | 2019-12-31 | $46,055 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,497,828 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $214,687 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $54,043 |
| Total plan liabilities at end of year | 2019-10-31 | $431,937 |
| Total plan liabilities at beginning of year | 2019-10-31 | $334,225 |
| Total income from all sources | 2019-10-31 | $1,016,138 |
| Expenses. Total of all expenses incurred | 2019-10-31 | $959,827 |
| Benefits paid (including direct rollovers) | 2019-10-31 | $645,330 |
| Total plan assets at end of year | 2019-10-31 | $1,929,765 |
| Total plan assets at beginning of year | 2019-10-31 | $1,775,742 |
| Value of fidelity bond covering the plan | 2019-10-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2019-10-31 | $15,983 |
| Other income received | 2019-10-31 | $19,900 |
| Net income (gross income less expenses) | 2019-10-31 | $56,311 |
| Net plan assets at end of year (total assets less liabilities) | 2019-10-31 | $1,497,828 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-10-31 | $1,441,517 |
| Total contributions received or receivable from employer(s) | 2019-10-31 | $980,255 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-10-31 | $314,497 |
| 2017 : PAINTERS & ALLIED TRADES LOCAL UNION #823 HEALTH & WELFARE TRUST FUND 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-10-31 | $218,524 |
| Total plan liabilities at beginning of year | 2017-10-31 | $137,757 |
| Total income from all sources | 2017-10-31 | $820,612 |
| Expenses. Total of all expenses incurred | 2017-10-31 | $1,035,137 |
| Benefits paid (including direct rollovers) | 2017-10-31 | $746,517 |
| Total plan assets at end of year | 2017-10-31 | $1,730,003 |
| Total plan assets at beginning of year | 2017-10-31 | $1,863,761 |
| Value of fidelity bond covering the plan | 2017-10-31 | $300,000 |
| Total contributions received or receivable from participants | 2017-10-31 | $21,946 |
| Expenses. Other expenses not covered elsewhere | 2017-10-31 | $6,098 |
| Other income received | 2017-10-31 | $8,645 |
| Net income (gross income less expenses) | 2017-10-31 | $-214,525 |
| Net plan assets at end of year (total assets less liabilities) | 2017-10-31 | $1,511,479 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-10-31 | $1,726,004 |
| Total contributions received or receivable from employer(s) | 2017-10-31 | $790,021 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-10-31 | $282,522 |
| 2016 : PAINTERS & ALLIED TRADES LOCAL UNION #823 HEALTH & WELFARE TRUST FUND 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-10-31 | $137,757 |
| Total plan liabilities at beginning of year | 2016-10-31 | $135,958 |
| Total income from all sources | 2016-10-31 | $573,768 |
| Expenses. Total of all expenses incurred | 2016-10-31 | $606,575 |
| Benefits paid (including direct rollovers) | 2016-10-31 | $358,316 |
| Total plan assets at end of year | 2016-10-31 | $1,863,761 |
| Total plan assets at beginning of year | 2016-10-31 | $1,894,769 |
| Value of fidelity bond covering the plan | 2016-10-31 | $300,000 |
| Total contributions received or receivable from participants | 2016-10-31 | $30,147 |
| Expenses. Other expenses not covered elsewhere | 2016-10-31 | $7,104 |
| Other income received | 2016-10-31 | $2,740 |
| Net income (gross income less expenses) | 2016-10-31 | $-32,807 |
| Net plan assets at end of year (total assets less liabilities) | 2016-10-31 | $1,726,004 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-10-31 | $1,758,811 |
| Total contributions received or receivable from employer(s) | 2016-10-31 | $540,881 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-10-31 | $241,155 |
| 2015 : PAINTERS & ALLIED TRADES LOCAL UNION #823 HEALTH & WELFARE TRUST FUND 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-10-31 | $135,958 |
| Total plan liabilities at beginning of year | 2015-10-31 | $119,566 |
| Total income from all sources | 2015-10-31 | $370,366 |
| Expenses. Total of all expenses incurred | 2015-10-31 | $486,323 |
| Benefits paid (including direct rollovers) | 2015-10-31 | $221,505 |
| Total plan assets at end of year | 2015-10-31 | $1,894,769 |
| Total plan assets at beginning of year | 2015-10-31 | $1,994,334 |
| Value of fidelity bond covering the plan | 2015-10-31 | $300,000 |
| Total contributions received or receivable from participants | 2015-10-31 | $36,100 |
| Expenses. Other expenses not covered elsewhere | 2015-10-31 | $4,403 |
| Other income received | 2015-10-31 | $3,585 |
| Net income (gross income less expenses) | 2015-10-31 | $-115,957 |
| Net plan assets at end of year (total assets less liabilities) | 2015-10-31 | $1,758,811 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-10-31 | $1,874,768 |
| Total contributions received or receivable from employer(s) | 2015-10-31 | $330,681 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-10-31 | $260,415 |
| 2014 : PAINTERS & ALLIED TRADES LOCAL UNION #823 HEALTH & WELFARE TRUST FUND 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-10-31 | $119,566 |
| Total plan liabilities at beginning of year | 2014-10-31 | $118,290 |
| Total income from all sources | 2014-10-31 | $422,979 |
| Expenses. Total of all expenses incurred | 2014-10-31 | $750,636 |
| Benefits paid (including direct rollovers) | 2014-10-31 | $517,360 |
| Total plan assets at end of year | 2014-10-31 | $1,994,332 |
| Total plan assets at beginning of year | 2014-10-31 | $2,320,713 |
| Value of fidelity bond covering the plan | 2014-10-31 | $300,000 |
| Total contributions received or receivable from participants | 2014-10-31 | $41,713 |
| Expenses. Other expenses not covered elsewhere | 2014-10-31 | $233,276 |
| Other income received | 2014-10-31 | $9,353 |
| Net income (gross income less expenses) | 2014-10-31 | $-327,657 |
| Net plan assets at end of year (total assets less liabilities) | 2014-10-31 | $1,874,766 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-10-31 | $2,202,423 |
| Total contributions received or receivable from employer(s) | 2014-10-31 | $371,913 |
| 2013 : PAINTERS & ALLIED TRADES LOCAL UNION #823 HEALTH & WELFARE TRUST FUND 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-10-31 | $118,290 |
| Total plan liabilities at beginning of year | 2013-10-31 | $137,547 |
| Total income from all sources | 2013-10-31 | $469,089 |
| Expenses. Total of all expenses incurred | 2013-10-31 | $593,519 |
| Benefits paid (including direct rollovers) | 2013-10-31 | $356,554 |
| Total plan assets at end of year | 2013-10-31 | $2,320,713 |
| Total plan assets at beginning of year | 2013-10-31 | $2,464,400 |
| Value of fidelity bond covering the plan | 2013-10-31 | $300,000 |
| Total contributions received or receivable from participants | 2013-10-31 | $50,679 |
| Expenses. Other expenses not covered elsewhere | 2013-10-31 | $236,965 |
| Other income received | 2013-10-31 | $12,062 |
| Net income (gross income less expenses) | 2013-10-31 | $-124,430 |
| Net plan assets at end of year (total assets less liabilities) | 2013-10-31 | $2,202,423 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-10-31 | $2,326,853 |
| Total contributions received or receivable from employer(s) | 2013-10-31 | $406,348 |
| 2012 : PAINTERS & ALLIED TRADES LOCAL UNION #823 HEALTH & WELFARE TRUST FUND 2012 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-10-31 | $137,547 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-10-31 | $141,181 |
| Total income from all sources (including contributions) | 2012-10-31 | $574,140 |
| Total of all expenses incurred | 2012-10-31 | $611,836 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-10-31 | $344,852 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-10-31 | $557,632 |
| Value of total assets at end of year | 2012-10-31 | $2,464,400 |
| Value of total assets at beginning of year | 2012-10-31 | $2,505,730 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-10-31 | $266,984 |
| Total interest from all sources | 2012-10-31 | $16,508 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-10-31 | No |
| Administrative expenses professional fees incurred | 2012-10-31 | $54,811 |
| Was this plan covered by a fidelity bond | 2012-10-31 | Yes |
| Value of fidelity bond cover | 2012-10-31 | $300,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-10-31 | No |
| Contributions received from participants | 2012-10-31 | $64,514 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-10-31 | $8,243 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-10-31 | $9,790 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-10-31 | $132,656 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-10-31 | $140,684 |
| Administrative expenses (other) incurred | 2012-10-31 | $187,720 |
| Liabilities. Value of operating payables at end of year | 2012-10-31 | $4,891 |
| Liabilities. Value of operating payables at beginning of year | 2012-10-31 | $497 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-10-31 | No |
| Value of net income/loss | 2012-10-31 | $-37,696 |
| Value of net assets at end of year (total assets less liabilities) | 2012-10-31 | $2,326,853 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-10-31 | $2,364,549 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-10-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-10-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-10-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-10-31 | $2,425,316 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-10-31 | $2,448,639 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-10-31 | $2,448,639 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-10-31 | $16,508 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-10-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-10-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-10-31 | No |
| Contributions received in cash from employer | 2012-10-31 | $493,118 |
| Employer contributions (assets) at end of year | 2012-10-31 | $30,841 |
| Employer contributions (assets) at beginning of year | 2012-10-31 | $47,301 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-10-31 | $344,852 |
| Contract administrator fees | 2012-10-31 | $24,453 |
| Did the plan have assets held for investment | 2012-10-31 | 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 | 2012-10-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-10-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-10-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-10-31 | Unqualified |
| Accountancy firm name | 2012-10-31 | FINDELL & COMPANY, PC |
| Accountancy firm EIN | 2012-10-31 | 850357326 |
| 2011 : PAINTERS & ALLIED TRADES LOCAL UNION #823 HEALTH & WELFARE TRUST FUND 2011 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-10-31 | $141,181 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-10-31 | $272,260 |
| Total income from all sources (including contributions) | 2011-10-31 | $672,147 |
| Total of all expenses incurred | 2011-10-31 | $609,979 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-10-31 | $386,210 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-10-31 | $650,634 |
| Value of total assets at end of year | 2011-10-31 | $2,505,730 |
| Value of total assets at beginning of year | 2011-10-31 | $2,574,641 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-10-31 | $223,769 |
| Total interest from all sources | 2011-10-31 | $21,513 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-10-31 | No |
| Administrative expenses professional fees incurred | 2011-10-31 | $54,011 |
| Was this plan covered by a fidelity bond | 2011-10-31 | Yes |
| Value of fidelity bond cover | 2011-10-31 | $300,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-10-31 | No |
| Contributions received from participants | 2011-10-31 | $65,529 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-10-31 | $9,790 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-10-31 | $5,186 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-10-31 | $140,684 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-10-31 | $222,144 |
| Administrative expenses (other) incurred | 2011-10-31 | $145,823 |
| Liabilities. Value of operating payables at end of year | 2011-10-31 | $497 |
| Liabilities. Value of operating payables at beginning of year | 2011-10-31 | $50,116 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-10-31 | No |
| Value of net income/loss | 2011-10-31 | $62,168 |
| Value of net assets at end of year (total assets less liabilities) | 2011-10-31 | $2,364,549 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-10-31 | $2,302,381 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-10-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-10-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-10-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-10-31 | $2,448,639 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-10-31 | $2,505,820 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-10-31 | $2,505,820 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-10-31 | $21,513 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-10-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-10-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-10-31 | No |
| Contributions received in cash from employer | 2011-10-31 | $585,105 |
| Employer contributions (assets) at end of year | 2011-10-31 | $47,301 |
| Employer contributions (assets) at beginning of year | 2011-10-31 | $63,635 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-10-31 | $386,210 |
| Contract administrator fees | 2011-10-31 | $23,935 |
| Did the plan have assets held for investment | 2011-10-31 | 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 | 2011-10-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-10-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-10-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-10-31 | Unqualified |
| Accountancy firm name | 2011-10-31 | FINDELL & COMPANY, PC |
| Accountancy firm EIN | 2011-10-31 | 850357326 |
| 2019: PAINTERS & ALLIED TRADES LOCAL UNION #823 HEALTH & WELFARE TRUST FUND 2019 form 5500 responses |
|---|
| 2019-11-01 | Type of plan entity | Multi-employer plan |
| 2019-11-01 | Submission has been amended | No |
| 2019-11-01 | This submission is the final filing | Yes |
| 2019-11-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2019-11-01 | Plan is a collectively bargained plan | Yes |
| 2019-11-01 | Plan funding arrangement – Insurance | Yes |
| 2019-11-01 | Plan funding arrangement – Trust | Yes |
| 2019-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-11-01 | Plan benefit arrangement - Trust | Yes |
| 2018: PAINTERS & ALLIED TRADES LOCAL UNION #823 HEALTH & WELFARE TRUST FUND 2018 form 5500 responses |
|---|
| 2018-11-01 | Type of plan entity | Multi-employer plan |
| 2018-11-01 | Submission has been amended | No |
| 2018-11-01 | This submission is the final filing | No |
| 2018-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-11-01 | Plan is a collectively bargained plan | Yes |
| 2018-11-01 | Plan funding arrangement – Insurance | Yes |
| 2018-11-01 | Plan funding arrangement – Trust | Yes |
| 2018-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-11-01 | Plan benefit arrangement - Trust | Yes |
| 2017: PAINTERS & ALLIED TRADES LOCAL UNION #823 HEALTH & WELFARE TRUST FUND 2017 form 5500 responses |
|---|
| 2017-11-01 | Type of plan entity | Multi-employer plan |
| 2017-11-01 | Submission has been amended | No |
| 2017-11-01 | This submission is the final filing | No |
| 2017-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-11-01 | Plan is a collectively bargained plan | Yes |
| 2017-11-01 | Plan funding arrangement – Insurance | Yes |
| 2017-11-01 | Plan funding arrangement – Trust | Yes |
| 2017-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-11-01 | Plan benefit arrangement - Trust | Yes |
| 2016: PAINTERS & ALLIED TRADES LOCAL UNION #823 HEALTH & WELFARE TRUST FUND 2016 form 5500 responses |
|---|
| 2016-11-01 | Type of plan entity | Multi-employer plan |
| 2016-11-01 | Submission has been amended | No |
| 2016-11-01 | This submission is the final filing | No |
| 2016-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-11-01 | Plan is a collectively bargained plan | Yes |
| 2016-11-01 | Plan funding arrangement – Insurance | Yes |
| 2016-11-01 | Plan funding arrangement – Trust | Yes |
| 2016-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-11-01 | Plan benefit arrangement - Trust | Yes |
| 2015: PAINTERS & ALLIED TRADES LOCAL UNION #823 HEALTH & WELFARE TRUST FUND 2015 form 5500 responses |
|---|
| 2015-11-01 | Type of plan entity | Multi-employer plan |
| 2015-11-01 | Submission has been amended | No |
| 2015-11-01 | This submission is the final filing | No |
| 2015-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-11-01 | Plan is a collectively bargained plan | Yes |
| 2015-11-01 | Plan funding arrangement – Insurance | Yes |
| 2015-11-01 | Plan funding arrangement – Trust | Yes |
| 2015-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-11-01 | Plan benefit arrangement - Trust | Yes |
| 2014: PAINTERS & ALLIED TRADES LOCAL UNION #823 HEALTH & WELFARE TRUST FUND 2014 form 5500 responses |
|---|
| 2014-11-01 | Type of plan entity | Multi-employer plan |
| 2014-11-01 | Submission has been amended | No |
| 2014-11-01 | This submission is the final filing | No |
| 2014-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-11-01 | Plan is a collectively bargained plan | Yes |
| 2014-11-01 | Plan funding arrangement – Insurance | Yes |
| 2014-11-01 | Plan funding arrangement – Trust | Yes |
| 2014-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-11-01 | Plan benefit arrangement - Trust | Yes |
| 2013: PAINTERS & ALLIED TRADES LOCAL UNION #823 HEALTH & WELFARE TRUST FUND 2013 form 5500 responses |
|---|
| 2013-11-01 | Type of plan entity | Multi-employer plan |
| 2013-11-01 | Plan is a collectively bargained plan | Yes |
| 2013-11-01 | Plan funding arrangement – Insurance | Yes |
| 2013-11-01 | Plan funding arrangement – Trust | Yes |
| 2013-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-11-01 | Plan benefit arrangement - Trust | Yes |
| 2012: PAINTERS & ALLIED TRADES LOCAL UNION #823 HEALTH & WELFARE TRUST FUND 2012 form 5500 responses |
|---|
| 2012-11-01 | Type of plan entity | Multi-employer plan |
| 2012-11-01 | Plan is a collectively bargained plan | Yes |
| 2012-11-01 | Plan funding arrangement – Insurance | Yes |
| 2012-11-01 | Plan funding arrangement – Trust | Yes |
| 2012-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-11-01 | Plan benefit arrangement - Trust | Yes |
| 2011: PAINTERS & ALLIED TRADES LOCAL UNION #823 HEALTH & WELFARE TRUST FUND 2011 form 5500 responses |
|---|
| 2011-11-01 | Type of plan entity | Multi-employer plan |
| 2011-11-01 | Plan is a collectively bargained plan | Yes |
| 2011-11-01 | Plan funding arrangement – Insurance | Yes |
| 2011-11-01 | Plan funding arrangement – Trust | Yes |
| 2011-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-11-01 | Plan benefit arrangement - Trust | Yes |
| 2010: PAINTERS & ALLIED TRADES LOCAL UNION #823 HEALTH & WELFARE TRUST FUND 2010 form 5500 responses |
|---|
| 2010-11-01 | Type of plan entity | Multi-employer plan |
| 2010-11-01 | Plan is a collectively bargained plan | Yes |
| 2010-11-01 | Plan funding arrangement – Insurance | Yes |
| 2010-11-01 | Plan funding arrangement – Trust | Yes |
| 2010-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-11-01 | Plan benefit arrangement - Trust | Yes |
| 2009: PAINTERS & ALLIED TRADES LOCAL UNION #823 HEALTH & WELFARE TRUST FUND 2009 form 5500 responses |
|---|
| 2009-11-01 | Type of plan entity | Multi-employer plan |
| 2009-11-01 | Plan is a collectively bargained plan | Yes |
| 2009-11-01 | Plan funding arrangement – Insurance | Yes |
| 2009-11-01 | Plan funding arrangement – Trust | Yes |
| 2009-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-11-01 | Plan benefit arrangement - Trust | Yes |
| 2008: PAINTERS & ALLIED TRADES LOCAL UNION #823 HEALTH & WELFARE TRUST FUND 2008 form 5500 responses |
|---|
| 2008-11-01 | Type of plan entity | Multi-employer plan |
| 2008-11-01 | Submission has been amended | Yes |
| 2008-11-01 | This submission is the final filing | No |
| 2008-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-11-01 | Plan is a collectively bargained plan | No |
