2023 Form 5500 filing — Painting Industry Annuity Fund
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 20241014091748NAL0026890193003) for Painting Industry Annuity Fund, reported by Board Of Trustees Of The Painting Industry Annuity Fund under EIN 51-6049898 and plan number 001. It reports 8,517 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014091748NAL0026890193003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Painting Industry Annuity Fund
- EIN
- 51-6049898
- Plan number
- 001
- Location
- New York, NY
- Participants
- 8,517
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $812,179,769
- Total liabilities (EOY)
- $3,748,473
- Net assets (EOY)
- $808,431,296
- Employer contributions
- $52,171,358
- Total income / additions
- $135,550,169
- Benefits paid
- $61,285,759
- Administrative expenses
- $3,677,116
- Total expenses
- $64,962,875
- Net increase / (decrease)
- $70,587,294
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Painting Industry Insurance Fund | RELATED FUND | $964,485 | not reported in the loaded dataset |
| Highland Capital Management LLC | NONE | $405,974 | $0 |
| Ullico Investment Advisors Inc | NONE | $375,121 | not reported in the loaded dataset |
| Crescent Capital Group Lp | NONE | $0 | $324,823 |
| Intercontinental Real Estate Corpor | NONE | $300,103 | not reported in the loaded dataset |
| Hamilton Lane Advisors, LLC | NONE | $17,625 | $169,231 |
| Mackay Shields LLC | NONE | $155,486 | not reported in the loaded dataset |
| Siguler Guff & Company Lp | NONE | $0 | $123,263 |
| Marshall & Moss Payroll Compliance | NONE | $0 | $123,223 |
| Prudential Retirement Ins Annuity | NONE | $121,749 | not reported in the loaded dataset |
| Vidalia Bonilla | EMPLOYEE | $0 | $108,508 |
| Newton Investment Management | NONE | $97,756 | not reported in the loaded dataset |
| Jonathan Mostafa | EMPLOYEE | $0 | $95,818 |
| Hardman Johnston Asset Management | NONE | $89,162 | not reported in the loaded dataset |
| Eaton Vance Investment Managers | NONE | $80,691 | $0 |
| Kevin Mcmenomy | EMPLOYEE | $0 | $74,769 |
| Sinaya Greenidge | EMPLOYEE | $0 | $74,114 |
| Rbc Global Asset Management Inc | NONE | $72,395 | not reported in the loaded dataset |
| Aurelia Ciocoi | EMPLOYEE | $0 | $64,685 |
| Amalgamated Bank | NONE | $61,199 | $0 |
| Loomis Sayles Trust Company | NONE | $59,335 | not reported in the loaded dataset |
| Foundry Partners, LLC | NONE | $44,734 | $12,957 |
| Reynolds Consulting Services LLC | NONE | $55,973 | not reported in the loaded dataset |
| New York Life Insurance Company | NONE | $55,927 | not reported in the loaded dataset |
| Voya Investment Trust Company | NONE | $46,122 | $0 |
| Wilmington Trust, Na | NONE | $46,122 | $0 |
| Novak Francella LLC | NONE | $40,830 | not reported in the loaded dataset |
| Principal Global Investor LLC | NONE | $40,827 | not reported in the loaded dataset |
| Salvatore Savarese | EMPLOYEE | $0 | $39,143 |
| The Segal Consulting | NONE | $38,600 | not reported in the loaded dataset |
| Marshall & Moss Llp | NONE | $0 | $35,000 |
| Barnes, Iaccarino, & Shepherd, Pllc | NONE | $22,500 | $7,204 |
| Steven Salzman | EMPLOYEE | $0 | $29,274 |
| Mcmorgan & Company LLC | NONE | $27,506 | not reported in the loaded dataset |
| Proskauer Rose Llp | NONE | $22,500 | not reported in the loaded dataset |
| Fifth Third Wealth Advisors LLC | NONE | $16,359 | not reported in the loaded dataset |
| Capital Dynamics Inc | NONE | $14,175 | not reported in the loaded dataset |