2023 Form 5500 filing — Bay Area Painters & Tapers 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 20241230210302NAL0016483153001) for Bay Area Painters & Tapers Annuity Fund, reported by Bay Area Painters & Tapers Annuity Fund under EIN 94-6276501 and plan number 002. It reports 12,660 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241230210302NAL0016483153001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bay Area Painters & Tapers Annuity Fund
- EIN
- 94-6276501
- Plan number
- 002
- Location
- Dublin, CA
- Participants
- 12,660
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $503,649,133
- Total liabilities (EOY)
- $201,111
- Net assets (EOY)
- $503,448,022
- Employer contributions
- $55,700,612
- Total income / additions
- $110,990,375
- Benefits paid
- $45,237,952
- Administrative expenses
- $1,014,317
- Total expenses
- $46,252,269
- Net increase / (decrease)
- $64,738,106
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Svs | NONE | $406,063 | $0 |
| Hsba | NONE | $328,642 | not reported in the loaded dataset |
| Graystone Consulting | NONE | $125,000 | not reported in the loaded dataset |
| Saltzman And Johnson | NONE | $47,998 | not reported in the loaded dataset |
| Eide Bailly Llp | NONE | $28,000 | not reported in the loaded dataset |