2023 Form 5500 filing — Painters And Allied Trades Local 1959 Retirement 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 20241014154506NAL0052981570003) for Painters And Allied Trades Local 1959 Retirement Plan, reported by Board Of Trustees Of Painters And Allied Trade L 1959 Retirement Pl under EIN 45-3480450 and plan number 001. It reports 416 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014154506NAL0052981570003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Painters And Allied Trade L 1959 Retirement Pl
- EIN
- 45-3480450
- Plan number
- 001
- Location
- Mercer Island, WA
- Participants
- 416
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,541,292
- Total liabilities (EOY)
- $9,338
- Net assets (EOY)
- $12,531,954
- Employer contributions
- $952,800
- Total income / additions
- $2,654,353
- Benefits paid
- $359,005
- Administrative expenses
- $180,219
- Total expenses
- $539,224
- Net increase / (decrease)
- $2,115,129
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Segal Marco Advisors | INVESTMENT ADVISOR | $50,000 | not reported in the loaded dataset |
| Labor Trust Services, Inc. | THIRD PARTY ADMIN | $32,894 | not reported in the loaded dataset |
| John Hancock Retirement Services | RECORDKEEPER | $28,831 | not reported in the loaded dataset |
| Macala & Piatt LLC | LEGAL | $12,397 | not reported in the loaded dataset |
| Bjorklund & Montplaisir Cpas | AUDITOR | $10,400 | not reported in the loaded dataset |
| Withum Smith Brown | PAYROLL AUDIT | $9,741 | not reported in the loaded dataset |