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DECORATORS UNION LOCAL 17 HEALTH AND WELFARE FUND 401k Plan overview

Plan NameDECORATORS UNION LOCAL 17 HEALTH AND WELFARE FUND
Plan identification number 501

DECORATORS UNION LOCAL 17 HEALTH AND WELFARE FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)

401k Sponsoring company profile

TRUSTEES OF DECORATORS LOCAL UNION 17 HEALTH AND WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF DECORATORS LOCAL UNION 17 HEALTH AND WELFARE FUND
Employer identification number (EIN):364143124
NAIC Classification:424950
NAIC Description:Paint, Varnish, and Supplies Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DECORATORS UNION LOCAL 17 HEALTH AND WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01ANTHONY DEGRADO III DAVID HOUSTON2018-07-30
5012016-01-01 ANTHONY DEGRADO III2017-07-26
5012015-01-01DAVID HOUSTON ANTHONY DEGRADO III2016-06-22
5012013-01-01DAVID HOUSTON ANTHONY DEGRADO III2014-09-15
5012012-01-01DAVID HOUSTON ANTHONY DEGRADO III2013-06-04
5012011-01-01DAVID HOUSTON ANTHONY DEGRADO III2012-06-04
5012010-01-01DAVID HOUSTON ANTHONY DEGRADO III2011-09-15
5012009-01-01DAVID HOUSTON ANTHONY DEGRADO III2010-10-14

Plan Statistics for DECORATORS UNION LOCAL 17 HEALTH AND WELFARE FUND

401k plan membership statisitcs for DECORATORS UNION LOCAL 17 HEALTH AND WELFARE FUND

Measure Date Value
2022: DECORATORS UNION LOCAL 17 HEALTH AND WELFARE FUND 2022 401k membership
Total participants, beginning-of-year2022-01-01118
Total number of active participants reported on line 7a of the Form 55002022-01-01115
Number of retired or separated participants receiving benefits2022-01-0113
Total of all active and inactive participants2022-01-01128
Number of employers contributing to the scheme2022-01-0156
2021: DECORATORS UNION LOCAL 17 HEALTH AND WELFARE FUND 2021 401k membership
Total participants, beginning-of-year2021-01-01125
Total number of active participants reported on line 7a of the Form 55002021-01-01104
Number of retired or separated participants receiving benefits2021-01-0114
Total of all active and inactive participants2021-01-01118
Number of employers contributing to the scheme2021-01-0155
2020: DECORATORS UNION LOCAL 17 HEALTH AND WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-01-01130
Total number of active participants reported on line 7a of the Form 55002020-01-01108
Number of retired or separated participants receiving benefits2020-01-0117
Total of all active and inactive participants2020-01-01125
Number of employers contributing to the scheme2020-01-0135
2019: DECORATORS UNION LOCAL 17 HEALTH AND WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-01-01123
Total number of active participants reported on line 7a of the Form 55002019-01-01115
Number of retired or separated participants receiving benefits2019-01-0115
Total of all active and inactive participants2019-01-01130
Number of employers contributing to the scheme2019-01-0164
2018: DECORATORS UNION LOCAL 17 HEALTH AND WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-01-01116
Total number of active participants reported on line 7a of the Form 55002018-01-01107
Number of retired or separated participants receiving benefits2018-01-0116
Total of all active and inactive participants2018-01-01123
Number of employers contributing to the scheme2018-01-0160
2017: DECORATORS UNION LOCAL 17 HEALTH AND WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-01-01119
Total number of active participants reported on line 7a of the Form 55002017-01-01100
Number of retired or separated participants receiving benefits2017-01-0116
Total of all active and inactive participants2017-01-01116
Number of employers contributing to the scheme2017-01-0165
2016: DECORATORS UNION LOCAL 17 HEALTH AND WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-01-01112
Total number of active participants reported on line 7a of the Form 55002016-01-01110
Number of retired or separated participants receiving benefits2016-01-019
Total of all active and inactive participants2016-01-01119
Number of employers contributing to the scheme2016-01-0166
2015: DECORATORS UNION LOCAL 17 HEALTH AND WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-01-01115
Total number of active participants reported on line 7a of the Form 55002015-01-01105
Number of retired or separated participants receiving benefits2015-01-017
Total of all active and inactive participants2015-01-01112
Number of employers contributing to the scheme2015-01-0179
2013: DECORATORS UNION LOCAL 17 HEALTH AND WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-01-01114
Total number of active participants reported on line 7a of the Form 55002013-01-01111
Number of retired or separated participants receiving benefits2013-01-015
Total of all active and inactive participants2013-01-01116
Number of employers contributing to the scheme2013-01-0170
2012: DECORATORS UNION LOCAL 17 HEALTH AND WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-01-01122
Total number of active participants reported on line 7a of the Form 55002012-01-01113
Number of retired or separated participants receiving benefits2012-01-011
Total of all active and inactive participants2012-01-01114
Total participants2012-01-01114
Number of employers contributing to the scheme2012-01-0168
2011: DECORATORS UNION LOCAL 17 HEALTH AND WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-01-01124
Total number of active participants reported on line 7a of the Form 55002011-01-01119
Number of retired or separated participants receiving benefits2011-01-013
Total of all active and inactive participants2011-01-01122
Number of employers contributing to the scheme2011-01-0197
2010: DECORATORS UNION LOCAL 17 HEALTH AND WELFARE FUND 2010 401k membership
Total participants, beginning-of-year2010-01-01131
Total number of active participants reported on line 7a of the Form 55002010-01-01122
Number of retired or separated participants receiving benefits2010-01-012
Total of all active and inactive participants2010-01-01124
Number of employers contributing to the scheme2010-01-0194
2009: DECORATORS UNION LOCAL 17 HEALTH AND WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-01-01130
Total number of active participants reported on line 7a of the Form 55002009-01-01131
Total of all active and inactive participants2009-01-01131
Number of employers contributing to the scheme2009-01-0195

Financial Data on DECORATORS UNION LOCAL 17 HEALTH AND WELFARE FUND

Measure Date Value
2022 : DECORATORS UNION LOCAL 17 HEALTH AND WELFARE FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-332,174
Total unrealized appreciation/depreciation of assets2022-12-31$-332,174
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$24,160
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$9,637
Total income from all sources (including contributions)2022-12-31$4,153,873
Total loss/gain on sale of assets2022-12-31$-12,193
Total of all expenses incurred2022-12-31$3,008,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,863,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,429,746
Value of total assets at end of year2022-12-31$8,398,232
Value of total assets at beginning of year2022-12-31$7,237,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$144,345
Total interest from all sources2022-12-31$156,312
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$5,969
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$5,969
Administrative expenses professional fees incurred2022-12-31$46,900
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$205,205
Assets. Other investments not covered elsewhere at end of year2022-12-31$222,111
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$229,459
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$36,121
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$61,640
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$50,033
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$18,638
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$4,841
Administrative expenses (other) incurred2022-12-31$44,115
Liabilities. Value of operating payables at end of year2022-12-31$5,522
Liabilities. Value of operating payables at beginning of year2022-12-31$4,796
Total non interest bearing cash at end of year2022-12-31$574,512
Total non interest bearing cash at beginning of year2022-12-31$562,736
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$1,145,848
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,374,072
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,228,224
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$19,730
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$362,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$450,051
Interest earned on other investments2022-12-31$4,838
Income. Interest from US Government securities2022-12-31$65,316
Income. Interest from corporate debt instruments2022-12-31$84,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$34,857
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$285,936
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$285,936
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,469
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$2,827,559
Asset value of US Government securities at end of year2022-12-31$3,253,274
Asset value of US Government securities at beginning of year2022-12-31$2,701,986
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-93,787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$4,224,541
Employer contributions (assets) at end of year2022-12-31$399,997
Employer contributions (assets) at beginning of year2022-12-31$231,088
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$3,489,608
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$2,726,572
Contract administrator fees2022-12-31$33,600
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$5,237,231
Aggregate carrying amount (costs) on sale of assets2022-12-31$5,249,424
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2022-12-31320043599
2021 : DECORATORS UNION LOCAL 17 HEALTH AND WELFARE FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-125,235
Total unrealized appreciation/depreciation of assets2021-12-31$-125,235
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$9,637
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$17,914
Total income from all sources (including contributions)2021-12-31$1,829,393
Total loss/gain on sale of assets2021-12-31$-47,555
Total of all expenses incurred2021-12-31$3,089,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,937,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,714,506
Value of total assets at end of year2021-12-31$7,237,861
Value of total assets at beginning of year2021-12-31$8,506,190
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$152,415
Total interest from all sources2021-12-31$162,432
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$6,010
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$6,010
Administrative expenses professional fees incurred2021-12-31$53,300
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$240,807
Assets. Other investments not covered elsewhere at end of year2021-12-31$229,459
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$235,048
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$18,299
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$50,033
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$56,708
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$4,841
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$12,026
Administrative expenses (other) incurred2021-12-31$45,964
Liabilities. Value of operating payables at end of year2021-12-31$4,796
Liabilities. Value of operating payables at beginning of year2021-12-31$5,888
Total non interest bearing cash at end of year2021-12-31$562,736
Total non interest bearing cash at beginning of year2021-12-31$577,723
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-1,260,052
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,228,224
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,488,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$19,551
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$450,051
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$699,806
Interest earned on other investments2021-12-31$4,838
Income. Interest from US Government securities2021-12-31$59,553
Income. Interest from corporate debt instruments2021-12-31$97,917
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$285,936
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$519,255
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$519,255
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$124
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$2,918,731
Asset value of US Government securities at end of year2021-12-31$2,701,986
Asset value of US Government securities at beginning of year2021-12-31$2,687,553
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$119,235
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,473,699
Employer contributions (assets) at end of year2021-12-31$231,088
Employer contributions (assets) at beginning of year2021-12-31$20,617
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$2,726,572
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$3,709,480
Contract administrator fees2021-12-31$33,600
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$6,641,636
Aggregate carrying amount (costs) on sale of assets2021-12-31$6,689,191
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2021-12-31320043599
2020 : DECORATORS UNION LOCAL 17 HEALTH AND WELFARE FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$90,578
Total unrealized appreciation/depreciation of assets2020-12-31$90,578
Total transfer of assets to this plan2020-12-31$49,962
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$17,914
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$36,227
Total income from all sources (including contributions)2020-12-31$1,314,620
Total loss/gain on sale of assets2020-12-31$-11,856
Total of all expenses incurred2020-12-31$3,097,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,949,006
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$903,660
Value of total assets at end of year2020-12-31$8,506,190
Value of total assets at beginning of year2020-12-31$10,257,116
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$148,189
Total interest from all sources2020-12-31$208,505
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$9,854
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$9,854
Administrative expenses professional fees incurred2020-12-31$46,900
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$214,685
Assets. Other investments not covered elsewhere at end of year2020-12-31$235,048
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$410,283
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$33,010
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$56,708
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$75,003
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$12,026
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$13,478
Other income not declared elsewhere2020-12-31$2,285
Administrative expenses (other) incurred2020-12-31$47,157
Liabilities. Value of operating payables at end of year2020-12-31$5,888
Liabilities. Value of operating payables at beginning of year2020-12-31$22,749
Total non interest bearing cash at end of year2020-12-31$577,723
Total non interest bearing cash at beginning of year2020-12-31$915,937
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-1,782,575
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,488,276
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,220,889
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$25,557
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$699,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$578,358
Interest earned on other investments2020-12-31$7,608
Income. Interest from US Government securities2020-12-31$79,313
Income. Interest from corporate debt instruments2020-12-31$120,170
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$519,255
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$320,616
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$320,616
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,414
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$2,915,996
Asset value of US Government securities at end of year2020-12-31$2,687,553
Asset value of US Government securities at beginning of year2020-12-31$3,411,644
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$111,594
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$688,975
Employer contributions (assets) at end of year2020-12-31$20,617
Employer contributions (assets) at beginning of year2020-12-31$254,846
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$3,709,480
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$4,290,429
Contract administrator fees2020-12-31$28,575
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$7,341,185
Aggregate carrying amount (costs) on sale of assets2020-12-31$7,353,041
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2020-12-31320043599
2019 : DECORATORS UNION LOCAL 17 HEALTH AND WELFARE FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$62,085
Total unrealized appreciation/depreciation of assets2019-12-31$62,085
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$36,227
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$18,723
Total income from all sources (including contributions)2019-12-31$4,650,906
Total loss/gain on sale of assets2019-12-31$16,272
Total of all expenses incurred2019-12-31$3,029,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,881,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,251,820
Value of total assets at end of year2019-12-31$10,257,116
Value of total assets at beginning of year2019-12-31$8,618,479
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$148,513
Total interest from all sources2019-12-31$210,783
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$8,593
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$8,593
Administrative expenses professional fees incurred2019-12-31$48,554
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$193,198
Assets. Other investments not covered elsewhere at end of year2019-12-31$410,283
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$185,242
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$75,003
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$52,432
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$13,478
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$5,315
Other income not declared elsewhere2019-12-31$517
Administrative expenses (other) incurred2019-12-31$39,473
Liabilities. Value of operating payables at end of year2019-12-31$22,749
Liabilities. Value of operating payables at beginning of year2019-12-31$13,408
Total non interest bearing cash at end of year2019-12-31$915,937
Total non interest bearing cash at beginning of year2019-12-31$640,087
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,621,133
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,220,889
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,599,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$24,311
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$578,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$313,929
Interest earned on other investments2019-12-31$7,906
Income. Interest from US Government securities2019-12-31$82,735
Income. Interest from corporate debt instruments2019-12-31$114,370
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$320,616
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$926,843
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$926,843
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$5,772
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$2,881,260
Asset value of US Government securities at end of year2019-12-31$3,411,644
Asset value of US Government securities at beginning of year2019-12-31$3,191,983
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$100,836
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$4,058,622
Employer contributions (assets) at end of year2019-12-31$254,846
Employer contributions (assets) at beginning of year2019-12-31$133,302
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$4,290,429
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$3,174,661
Contract administrator fees2019-12-31$36,175
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$6,441,076
Aggregate carrying amount (costs) on sale of assets2019-12-31$6,424,804
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2019-12-31320043599
2018 : DECORATORS UNION LOCAL 17 HEALTH AND WELFARE FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-17,439
Total unrealized appreciation/depreciation of assets2018-12-31$-17,439
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$18,723
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$19,958
Total income from all sources (including contributions)2018-12-31$4,497,319
Total loss/gain on sale of assets2018-12-31$-128
Total of all expenses incurred2018-12-31$2,684,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,554,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,412,552
Value of total assets at end of year2018-12-31$8,618,479
Value of total assets at beginning of year2018-12-31$6,807,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$130,784
Total interest from all sources2018-12-31$124,164
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,842
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$4,842
Administrative expenses professional fees incurred2018-12-31$48,655
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$226,473
Assets. Other investments not covered elsewhere at end of year2018-12-31$185,242
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$136,767
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$52,432
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$31,311
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$5,315
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$8,698
Other income not declared elsewhere2018-12-31$1,025
Administrative expenses (other) incurred2018-12-31$33,641
Liabilities. Value of operating payables at end of year2018-12-31$13,408
Liabilities. Value of operating payables at beginning of year2018-12-31$11,260
Total non interest bearing cash at end of year2018-12-31$640,087
Total non interest bearing cash at beginning of year2018-12-31$988,921
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,812,495
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,599,756
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,787,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$16,753
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$313,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$136,784
Interest earned on other investments2018-12-31$4,089
Income. Interest from US Government securities2018-12-31$52,948
Income. Interest from corporate debt instruments2018-12-31$55,914
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$926,843
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,963,249
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,963,249
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$11,213
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$2,554,040
Asset value of US Government securities at end of year2018-12-31$3,191,983
Asset value of US Government securities at beginning of year2018-12-31$1,789,456
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-27,697
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$4,186,079
Employer contributions (assets) at end of year2018-12-31$133,302
Employer contributions (assets) at beginning of year2018-12-31$156,089
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$3,174,661
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$1,604,642
Contract administrator fees2018-12-31$31,735
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$4,262,604
Aggregate carrying amount (costs) on sale of assets2018-12-31$4,262,732
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2018-12-31320043599
2017 : DECORATORS UNION LOCAL 17 HEALTH AND WELFARE FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-6,627
Total unrealized appreciation/depreciation of assets2017-12-31$-6,627
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$19,958
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$15,026
Total income from all sources (including contributions)2017-12-31$3,629,074
Total of all expenses incurred2017-12-31$2,695,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,581,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,589,543
Value of total assets at end of year2017-12-31$6,807,219
Value of total assets at beginning of year2017-12-31$5,868,839
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$114,072
Total interest from all sources2017-12-31$20,632
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$30,363
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$30,363
Administrative expenses professional fees incurred2017-12-31$41,100
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$165,961
Assets. Other investments not covered elsewhere at end of year2017-12-31$136,767
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$31,311
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$90,742
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$8,698
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$10,546
Administrative expenses (other) incurred2017-12-31$41,765
Liabilities. Value of operating payables at end of year2017-12-31$11,260
Liabilities. Value of operating payables at beginning of year2017-12-31$4,480
Total non interest bearing cash at end of year2017-12-31$988,921
Total non interest bearing cash at beginning of year2017-12-31$1,010,779
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$933,448
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,787,261
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,853,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$2,857
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$136,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,012,686
Interest earned on other investments2017-12-31$287
Income. Interest from US Government securities2017-12-31$2,492
Income. Interest from corporate debt instruments2017-12-31$2,279
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,963,249
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,596,468
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,596,468
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$15,574
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$2,581,554
Asset value of US Government securities at end of year2017-12-31$1,789,456
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$-4,837
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,423,582
Employer contributions (assets) at end of year2017-12-31$156,089
Employer contributions (assets) at beginning of year2017-12-31$158,164
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$1,604,642
Contract administrator fees2017-12-31$28,350
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2017-12-31320043599
2016 : DECORATORS UNION LOCAL 17 HEALTH AND WELFARE FUND 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$15,026
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$16,671
Total income from all sources (including contributions)2016-12-31$3,613,151
Total of all expenses incurred2016-12-31$2,596,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,495,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,585,606
Value of total assets at end of year2016-12-31$5,868,839
Value of total assets at beginning of year2016-12-31$4,853,795
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$100,468
Total interest from all sources2016-12-31$13,440
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$16,176
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$16,176
Administrative expenses professional fees incurred2016-12-31$42,828
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$113,139
Participant contributions at beginning of year2016-12-31$2,836
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$90,742
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$11,117
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$10,546
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$12,618
Administrative expenses (other) incurred2016-12-31$52,090
Liabilities. Value of operating payables at end of year2016-12-31$4,480
Liabilities. Value of operating payables at beginning of year2016-12-31$4,053
Total non interest bearing cash at end of year2016-12-31$1,010,779
Total non interest bearing cash at beginning of year2016-12-31$1,090,268
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,016,689
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,853,813
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,837,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,012,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$998,581
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,596,468
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,583,031
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,583,031
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$13,440
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$2,495,994
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-2,071
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,472,467
Employer contributions (assets) at end of year2016-12-31$158,164
Employer contributions (assets) at beginning of year2016-12-31$167,962
Contract administrator fees2016-12-31$5,550
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2016-12-31320043599
2015 : DECORATORS UNION LOCAL 17 HEALTH AND WELFARE FUND 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$16,671
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$16,466
Total income from all sources (including contributions)2015-12-31$3,341,074
Total of all expenses incurred2015-12-31$2,504,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,404,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,329,789
Value of total assets at end of year2015-12-31$4,853,795
Value of total assets at beginning of year2015-12-31$4,017,440
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$100,643
Total interest from all sources2015-12-31$12,704
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,450
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,450
Administrative expenses professional fees incurred2015-12-31$45,300
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$127,220
Participant contributions at end of year2015-12-31$2,836
Participant contributions at beginning of year2015-12-31$5,664
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$11,117
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$17,541
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$12,618
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$10,849
Administrative expenses (other) incurred2015-12-31$55,343
Liabilities. Value of operating payables at end of year2015-12-31$4,053
Liabilities. Value of operating payables at beginning of year2015-12-31$5,617
Total non interest bearing cash at end of year2015-12-31$1,090,268
Total non interest bearing cash at beginning of year2015-12-31$1,319,726
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$836,150
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,837,124
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,000,974
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$998,581
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,583,031
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,170,386
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,170,386
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$12,704
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$2,404,281
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,869
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,202,569
Employer contributions (assets) at end of year2015-12-31$167,962
Employer contributions (assets) at beginning of year2015-12-31$504,123
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2015-12-31320043599
2013 : DECORATORS UNION LOCAL 17 HEALTH AND WELFARE FUND 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$9,233
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$14,718
Total income from all sources (including contributions)2013-12-31$2,834,133
Total of all expenses incurred2013-12-31$2,481,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,401,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,826,513
Value of total assets at end of year2013-12-31$3,309,208
Value of total assets at beginning of year2013-12-31$2,961,609
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$79,994
Total interest from all sources2013-12-31$7,620
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$38,150
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$133,260
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$14,874
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,342
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$9,233
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$11,968
Administrative expenses (other) incurred2013-12-31$41,844
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$2,750
Total non interest bearing cash at end of year2013-12-31$1,005,102
Total non interest bearing cash at beginning of year2013-12-31$1,055,785
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$353,084
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,299,975
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,946,891
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,831,390
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,823,759
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,823,759
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$7,620
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$2,401,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,693,253
Employer contributions (assets) at end of year2013-12-31$457,842
Employer contributions (assets) at beginning of year2013-12-31$80,723
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2013-12-31320043599
2012 : DECORATORS UNION LOCAL 17 HEALTH AND WELFARE FUND 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$14,718
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$7,745
Total income from all sources (including contributions)2012-12-31$2,878,810
Total of all expenses incurred2012-12-31$2,357,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,269,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,867,440
Value of total assets at end of year2012-12-31$2,961,609
Value of total assets at beginning of year2012-12-31$2,433,352
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$87,660
Total interest from all sources2012-12-31$11,099
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$40,150
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$109,145
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,342
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$954
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$11,968
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$5,447
Other income not declared elsewhere2012-12-31$271
Administrative expenses (other) incurred2012-12-31$47,510
Liabilities. Value of operating payables at end of year2012-12-31$2,750
Liabilities. Value of operating payables at beginning of year2012-12-31$2,298
Total non interest bearing cash at end of year2012-12-31$1,055,785
Total non interest bearing cash at beginning of year2012-12-31$200,899
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$521,284
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,946,891
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,425,607
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,823,759
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,754,215
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,754,215
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$11,099
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$2,269,866
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,758,295
Employer contributions (assets) at end of year2012-12-31$80,723
Employer contributions (assets) at beginning of year2012-12-31$477,284
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2012-12-31320043599
2011 : DECORATORS UNION LOCAL 17 HEALTH AND WELFARE FUND 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$7,745
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$28,612
Total income from all sources (including contributions)2011-12-31$2,590,339
Total of all expenses incurred2011-12-31$2,246,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,184,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,570,157
Value of total assets at end of year2011-12-31$2,433,352
Value of total assets at beginning of year2011-12-31$2,110,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$62,042
Total interest from all sources2011-12-31$15,836
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$33,000
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$107,039
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$954
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$12,809
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$5,447
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$26,315
Other income not declared elsewhere2011-12-31$4,346
Administrative expenses (other) incurred2011-12-31$29,042
Liabilities. Value of operating payables at end of year2011-12-31$2,298
Liabilities. Value of operating payables at beginning of year2011-12-31$2,297
Total non interest bearing cash at end of year2011-12-31$200,899
Total non interest bearing cash at beginning of year2011-12-31$191,847
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$343,501
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,425,607
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,082,106
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,754,215
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,490,125
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,490,125
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$15,836
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$2,184,796
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,463,118
Employer contributions (assets) at end of year2011-12-31$477,284
Employer contributions (assets) at beginning of year2011-12-31$415,937
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31LEGACY PROFESSIONAL LLP
Accountancy firm EIN2011-12-31320043599
2010 : DECORATORS UNION LOCAL 17 HEALTH AND WELFARE FUND 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$28,612
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$13,110
Total income from all sources (including contributions)2010-12-31$2,403,319
Total of all expenses incurred2010-12-31$2,225,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,156,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,382,138
Value of total assets at end of year2010-12-31$2,110,718
Value of total assets at beginning of year2010-12-31$1,917,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$69,374
Total interest from all sources2010-12-31$15,766
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$35,750
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$104,605
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$12,809
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$9,837
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$26,315
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$13,110
Other income not declared elsewhere2010-12-31$5,415
Administrative expenses (other) incurred2010-12-31$33,624
Liabilities. Value of operating payables at end of year2010-12-31$2,297
Total non interest bearing cash at end of year2010-12-31$191,847
Total non interest bearing cash at beginning of year2010-12-31$93,622
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$177,767
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,082,106
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,904,339
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,490,125
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,489,734
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,489,734
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$15,766
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$2,156,178
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,277,533
Employer contributions (assets) at end of year2010-12-31$415,937
Employer contributions (assets) at beginning of year2010-12-31$324,256
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31LEGACY PROFESSIONAL LLP
Accountancy firm EIN2010-12-31320043599

Form 5500 Responses for DECORATORS UNION LOCAL 17 HEALTH AND WELFARE FUND

2022: DECORATORS UNION LOCAL 17 HEALTH AND WELFARE FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: DECORATORS UNION LOCAL 17 HEALTH AND WELFARE FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DECORATORS UNION LOCAL 17 HEALTH AND WELFARE FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DECORATORS UNION LOCAL 17 HEALTH AND WELFARE FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DECORATORS UNION LOCAL 17 HEALTH AND WELFARE FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DECORATORS UNION LOCAL 17 HEALTH AND WELFARE FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DECORATORS UNION LOCAL 17 HEALTH AND WELFARE FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DECORATORS UNION LOCAL 17 HEALTH AND WELFARE FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2013: DECORATORS UNION LOCAL 17 HEALTH AND WELFARE FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DECORATORS UNION LOCAL 17 HEALTH AND WELFARE FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DECORATORS UNION LOCAL 17 HEALTH AND WELFARE FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: DECORATORS UNION LOCAL 17 HEALTH AND WELFARE FUND 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: DECORATORS UNION LOCAL 17 HEALTH AND WELFARE FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number00001D040430
Policy instance 6
Insurance contract or identification number00001D040430
Number of Individuals Covered131
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $18,052
Total amount of fees paid to insurance companyUSD $3,404
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $120,344
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,052
Amount paid for insurance broker fees3404
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010258959
Policy instance 5
Insurance contract or identification number000010258959
Number of Individuals Covered147
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $4,266
Total amount of fees paid to insurance companyUSD $440
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $23,526
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,266
Amount paid for insurance broker fees440
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 )
Policy contract number30054266
Policy instance 4
Insurance contract or identification number30054266
Number of Individuals Covered131
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,285
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $12,996
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,285
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010258960
Policy instance 3
Insurance contract or identification number000010258960
Number of Individuals Covered119
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $7,132
Total amount of fees paid to insurance companyUSD $2,165
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $35,659
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,132
Amount paid for insurance broker fees2165
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number530680
Policy instance 2
Insurance contract or identification number530680
Number of Individuals Covered50
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $112,673
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,615,550
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $112,673
Insurance broker organization code?3
HUMANA HEALTH PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95885 )
Policy contract number246281
Policy instance 1
Insurance contract or identification number246281
Number of Individuals Covered80
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $72,124
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,032,541
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $72,124
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number530680
Policy instance 6
Insurance contract or identification number530680
Number of Individuals Covered53
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $119,044
Total amount of fees paid to insurance companyUSD $59
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,714,209
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $119,044
Amount paid for insurance broker fees59
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010258960
Policy instance 1
Insurance contract or identification number000010258960
Number of Individuals Covered109
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $7,873
Total amount of fees paid to insurance companyUSD $1,188
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $39,364
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,873
Amount paid for insurance broker fees1188
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 )
Policy contract number30054266
Policy instance 2
Insurance contract or identification number30054266
Number of Individuals Covered122
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $2,760
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $13,739
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,380
Insurance broker organization code?3
HUMANA HEALTH PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95885 )
Policy contract number246281
Policy instance 3
Insurance contract or identification number246281
Number of Individuals Covered65
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $68,483
Total amount of fees paid to insurance companyUSD $68
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $990,265
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $68,483
Amount paid for insurance broker fees68
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010258959
Policy instance 4
Insurance contract or identification number000010258959
Number of Individuals Covered131
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $4,881
Total amount of fees paid to insurance companyUSD $751
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $24,403
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,881
Amount paid for insurance broker fees751
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number00001D040430
Policy instance 5
Insurance contract or identification number00001D040430
Number of Individuals Covered122
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $18,568
Total amount of fees paid to insurance companyUSD $1,895
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $123,784
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,568
Amount paid for insurance broker fees1895
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 )
Policy contract number30054266
Policy instance 6
Insurance contract or identification number30054266
Number of Individuals Covered130
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,428
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $14,257
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,428
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010258959
Policy instance 5
Insurance contract or identification number000010258959
Number of Individuals Covered132
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $5,004
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $25,019
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,004
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010258960
Policy instance 4
Insurance contract or identification number000010258960
Number of Individuals Covered114
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $7,923
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $39,615
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,923
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number530680
Policy instance 3
Insurance contract or identification number530680
Number of Individuals Covered59
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $69,706
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,742,642
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $69,706
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number00001D040430
Policy instance 2
Insurance contract or identification number00001D040430
Number of Individuals Covered130
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $18,953
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $126,351
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,953
Insurance broker organization code?3
HUMANA HEALTH PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95885 )
Policy contract number246281
Policy instance 1
Insurance contract or identification number246281
Number of Individuals Covered68
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $38,703
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $967,583
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $38,703
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number530680
Policy instance 4
Insurance contract or identification number530680
Number of Individuals Covered61
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $74,792
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,662,054
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $74,792
Insurance broker organization code?3
HUMANA HEALTH PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95885 )
Policy contract number246281
Policy instance 3
Insurance contract or identification number246281
Number of Individuals Covered70
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $44,493
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $988,742
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $44,493
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00546100
Policy instance 2
Insurance contract or identification number00546100
Number of Individuals Covered136
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $36,206
Total amount of fees paid to insurance companyUSD $5,600
Dental Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH
Welfare Benefit Premiums Paid to CarrierUSD $215,700
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,421
Amount paid for insurance broker fees5600
Additional information about fees paid to insurance brokerOTHER FEES
Insurance broker organization code?3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 )
Policy contract number30054266
Policy instance 1
Insurance contract or identification number30054266
Number of Individuals Covered132
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,464
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $14,788
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,232
Insurance broker organization code?3
HUMANA HEALTH PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95885 )
Policy contract number246281
Policy instance 1
Insurance contract or identification number246281
Number of Individuals Covered72
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $68,294
Total amount of fees paid to insurance companyUSD $52
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $975,046
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $68,294
Amount paid for insurance broker fees52
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number530680
Policy instance 2
Insurance contract or identification number530680
Number of Individuals Covered52
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $95,864
Total amount of fees paid to insurance companyUSD $66
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,369,574
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $95,864
Amount paid for insurance broker fees66
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00546100
Policy instance 3
Insurance contract or identification number00546100
Number of Individuals Covered126
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $32,357
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH
Welfare Benefit Premiums Paid to CarrierUSD $194,907
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,612
Insurance broker organization code?3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 )
Policy contract number30054266
Policy instance 4
Insurance contract or identification number30054266
Number of Individuals Covered128
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,451
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $14,504
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,451
Insurance broker organization code?3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 )
Policy contract number30054266
Policy instance 4
Insurance contract or identification number30054266
Number of Individuals Covered119
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,457
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $14,403
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,101
Insurance broker organization code?3
Insurance broker nameASSURED PARTNERS OF ILLINOIS LLC
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTS05981378
Policy instance 3
Insurance contract or identification numberTS05981378
Number of Individuals Covered333
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $37,503
Total amount of fees paid to insurance companyUSD $268
Dental Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH
Welfare Benefit Premiums Paid to CarrierUSD $199,030
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,947
Amount paid for insurance broker fees268
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameAMERICAN WESTBROOK INSURANCE SERVIC
HUMANA HEALTH PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95885 )
Policy contract number246281
Policy instance 2
Insurance contract or identification number246281
Number of Individuals Covered63
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $41,971
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $839,416
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $41,971
Insurance broker organization code?3
Insurance broker nameAMERICAN WESTBROOK INSURANCE SERVIC
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number530680
Policy instance 1
Insurance contract or identification number530680
Number of Individuals Covered56
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $72,264
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,445,288
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $72,264
Insurance broker organization code?3
Insurance broker nameAMERICAN WESTBROOK INSURANCE SERVIC

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