2023 Form 5500 filing — Painters And Allied Trades Local Union 197 Of Terre Haute, Indiana Money Purchase Pension 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 20241125075342NAL0004550529001) for Painters And Allied Trades Local Union 197 Of Terre Haute, Indiana Money Purchase Pension Plan, reported by Bd Of Trustees Painters & Alld Tr under EIN 62-1569820 and plan number 001. It reports 136 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241125075342NAL0004550529001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees Painters & Alld Tr
- EIN
- 62-1569820
- Plan number
- 001
- Location
- Terre Haute, IN
- Participants
- 136
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,255,456
- Total liabilities (EOY)
- $8,184
- Net assets (EOY)
- $6,247,272
- Employer contributions
- $661,335
- Total income / additions
- $1,176,265
- Benefits paid
- $315,643
- Administrative expenses
- $138,207
- Total expenses
- $453,850
- Net increase / (decrease)
- $722,415
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sandra K. Reece | EMPLOYEE | $54,519 | not reported in the loaded dataset |
| Sackrider & Company, Inc. | NONE | $17,857 | not reported in the loaded dataset |
| First Financial Bank | NONE | $17,267 | not reported in the loaded dataset |
| United Actuarial Services, Inc. | NONE | $11,563 | not reported in the loaded dataset |
| Wright, Shagley, & Lowery, Pc | NONE | $6,065 | not reported in the loaded dataset |