2023 Form 5500 filing — Southern Ohio Painters Health & Welfare 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 20241014170015NAL0013657491007) for Southern Ohio Painters Health & Welfare Fund, reported by Southern Ohio Painters Health & Welfare Fund under EIN 31-1063422 and plan number 501. It reports 1,030 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014170015NAL0013657491007
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Southern Ohio Painters Health & Welfare Fund
- EIN
- 31-1063422
- Plan number
- 501
- Location
- Canfield, OH
- Participants
- 1,030
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,416,185
- Total liabilities (EOY)
- $1,139,019
- Net assets (EOY)
- $9,277,166
- Employer contributions
- $7,989,734
- Participant contributions
- $620,868
- Total income / additions
- $9,365,867
- Benefits paid
- $10,189,621
- Administrative expenses
- $632,275
- Total expenses
- $10,821,896
- Net increase / (decrease)
- -$1,456,029
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aetna | NONE | $267,529 | not reported in the loaded dataset |
| Potts-Dupre, Hawkins, And Kramer | NONE | $108,863 | not reported in the loaded dataset |
| Benesys, Inc. | NONE | $74,540 | not reported in the loaded dataset |
| Part D Advisors | NONE | $43,867 | not reported in the loaded dataset |
| Dgperry | NONE | $28,754 | not reported in the loaded dataset |
| Fifth Third Bank Retirement Service | NONE | $21,409 | not reported in the loaded dataset |
| Warren T. Smith | ASSISTANT ADMINISTRATOR | $20,400 | not reported in the loaded dataset |
| Arthur J Gallagher Risk Mgt Serv | NONE | $12,642 | not reported in the loaded dataset |
| United Actuarial Services Inc | NONE | $10,500 | not reported in the loaded dataset |