2024-10-02T14:41:18-04:00 2023-12-31 205520612 L M HENDERSON & COMPANY LLP 450 E 96TH ST STE 200 INDIANAPOLIS IN 462403797 990 2023-01-01 356277430 INTL UNION OF PAINTERS & ALLIED TRADES 47 HEALTH & WELFARE FUND INTL 3175549000 7440 WOODLAND DRIVE INDIANAPOLIS IN 46278 CHARLES M MORRIS IV CHAIRMAN 3175549000 2024-10-01 true false MICHELLE L ZIMMERMAN P00266120 3175661000 2024-10-02 2023 2024-10-15 13:58:12Z CHARLES M MORRIS IV 7440 WOODLAND DRIVE INDIANAPOLIS IN 46278 7469078 false X N/A X 1969 IN TO PROVIDE EMPLOYEE BENEFIT PLAN FOR MULTIPLE EMPLOYERS WITH EMPLOYEES IN PAINTERS UNION LOCAL 47. 6 6 0 6 0 0 4014514 4109861 65782 -426525 0 4080296 3683336 0 3479284 4075509 0 0 0 301812 320911 3781096 4396420 299200 -713084 6765854 6969197 2502330 2653305 4263524 4315892 TO PROVIDE EMPLOYEE BENEFIT PLAN FOR MULTIPLE EMPLOYERS WITH EMPLOYEES IN PAINTERS UNION LOCAL 47. false false PROVIDE HEALTH AND WELFARE BENEFITS TO MEMBERS. false false false false false false false false false false false false false true true true false false false false false false false false false false false false false false false false false false false false false false false false true false false true 4 0 0 false false false false false false false false X 6 6 false true false false false false false true true false false true false false true false false false IN X INTL UNION PAINTERSALLIED TRADES 3175549000 7440 WOODLAND DRIVE INDIANAPOLIS IN 46278 X BARBARA GOBLE TRUSTEE 1.00 X 0 0 0 ROBERT HARGATE TRUSTEE 1.00 X 0 0 0 CHARLES M MORRIS IV CHAIRMAN 1.00 X X 0 0 0 BRENT KEEHN VICE CHAIRMA 1.00 X X 0 0 0 RYAN SCHWEIZER SECRETARY 1.00 X X 0 0 0 CHRIS WALL TRUSTEE 1.00 X 0 0 0 false false false UMR INC 11 SCOTT ST WAUSAU WI 54403 CLAIMS SUPPORT 180042 1 EMPLOYER CONTRIBUTIONS 525100 3593559 3593559 EMPLOYEE CONTRIBUTIONS 525100 516302 516302 4109861 200275 200275 3158942 3785742 -626800 -626800 -626800 3683336 4109861 -426525 4075509 30988 26600 19017 33998 10393 2701 13770 ADMINISTRATIVE FEES 181494 MISCELLANEOUS FEES 1950 4396420 0 0 0 1571397 1268451 1557158 3114716 337788 491891 20604 33959 3278907 2060180 6765854 6969197 17671 43399 2484659 2609906 2502330 2653305 X 4263524 4315892 4263524 4315892 6765854 6969197 -713084 765452 X false true X true false PARTICIPANTS ESCROW BANK 1211103 CLAIMS INCURRED AND UNREPORTED 708334 ACCUM. ELIGIBILITY & FUTURE PREMIUMS 581287 MEDICAL CLAIMS 109182 2609906 X 4429771 765452 765452 3664319 19017 19017 3683336 4252156 4252156 19017 125247 144264 4396420 SCHEDULE D, PAGE 3, PART X THE FUND OBTAINED ITS LATEST DETERMINATION LETTER ON JANUARY 21, 1972, IN WHICH THE INTERNAL REVENUE SERVICE STATED THAT THE FUND, AS THEN DESIGNED,WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE (CODE). THE FUND HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE PLAN ADMINISTRATOR AND THE FUND'S TAX COUNSEL BELIEVE THAT THE FUND IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE CODE. THEREFORE, THEY BELIEVE THAT THE FUND WAS QUALIFIED AND THE RELATED TRUST WAS TAX-EXEMPT UNDER SECTION 501(C)(9)AS OF THE FINANCIAL STATEMENT DATE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FUND, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX YEAR PERIOD IN PROGRESS. THE FUND IS SUBJECT TO INCOME TAX EXAMINATIONS BY THE TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE DATE THE TAX RETURNS ARE FILED. SCHEDULE D, PAGE 4, PART XII, LINE 4B CLAIMS ADJUSTMENT 125,247 FORM 990, PART VI LINE 13 - WHISTLEBLOWER POLICY THE TRUST FUND DOES NOT RETAIN A WRITTEN WHISTLEBLOWER POLICY, BUT THE BOARD OF TRUSTEES AND TRUST FUND CONFORM WITH ERISA RULES AND REGULATIONS WITH REGARDS TO THE POLICY. FORM 990, PAGE 6, PART VI, LINE 3 THE BOARD OF TRUSTEES HAS OUTSOURCED THE DAY TO DAY ADMINISTRATION OF THE TRUST FUND TO HEALTHSCOPE. FORM 990, PAGE 6, PART VI, LINE 11B A COPY OF FORM 990 IS PROVIDED TO THE TRUSTEES FOR REVIEW BEFORE FILING. FORM 990, PAGE 6, PART VI, LINE 12C THE TRUST FUND DOES NOT RETAIN A WRITTEN CONFLICT OF INTEREST POLICY, BUT THE BOARD OF TRUSTEES AND TRUST FUND CONFORM WITH ERISA RULES AND REGULATIONS WITH REGARDS TO THE POLICY. FORM 990, PAGE 6, PART VI, LINE 19 THE TRUST FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE TRUST FUND AND BOARD OF TRUSTEES CONFORM WITH ERISA RULES AND REGULATIONS RELATING TO THIS MATTER. 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