2023 Form 5500 filing — Painters Local No. 109 Health And Welfare Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250324122503NAL0006892211001) for Painters Local No. 109 Health And Welfare Plan, reported by Painters Local No. 109 Health And Welfare Plan Joint Brd Of Trustees under EIN 47-0738490 and plan number 501. It reports 89 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250324122503NAL0006892211001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Painters Local No. 109 Health And Welfare Plan Joint Brd Of Trustees
- EIN
- 47-0738490
- Plan number
- 501
- Location
- Omaha, NE
- Participants
- 89
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $400,286
- Total liabilities (EOY)
- $34,534
- Net assets (EOY)
- $365,752
- Employer contributions
- $1,411,482
- Participant contributions
- $11,360
- Total income / additions
- $1,426,738
- Benefits paid
- $1,208,055
- Administrative expenses
- $120,406
- Total expenses
- $1,328,461
- Net increase / (decrease)
- $98,277
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Umr, Inc. | NONE | $74,042 | $1,365 |
| Silverstone Group Incorporated | NONE | $0 | $22,800 |
| Forvis Mazars, Llp | NONE | $15,950 | not reported in the loaded dataset |
| Celeste Gardner | RELATED PLAN EE | $0 | $5,345 |
| Weinberg & Weinberg | NONE | $5,180 | not reported in the loaded dataset |