2023 Form 5500 filing — Chicago Painters And Decorators Retiree Welfare Fu
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 20250217144231NAL0001689921002) for Chicago Painters And Decorators Retiree Welfare Fu, reported by Trustees Chicago Painters And Decorators Retiree Welfare Fund under EIN 90-1034518 and plan number 501. It reports 919 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250217144231NAL0001689921002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Chicago Painters And Decorators Retiree Welfare Fund
- EIN
- 90-1034518
- Plan number
- 501
- Location
- Darien, IL
- Participants
- 919
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $160,328,847
- Total liabilities (EOY)
- $1,932,213
- Net assets (EOY)
- $158,396,634
- Employer contributions
- $6,991,864
- Total income / additions
- $22,055,309
- Benefits paid
- $7,975,899
- Administrative expenses
- $697,483
- Total expenses
- $8,673,382
- Net increase / (decrease)
- $13,381,927
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Asb Capital Mgmt, LLC | NONE | $93,999 | not reported in the loaded dataset |
| Zenith American Solutions | NONE | $79,601 | not reported in the loaded dataset |
| Ullico Investment Advisors, Inc. | NONE | $58,901 | not reported in the loaded dataset |
| Jill Hegarty | EMPLOYEE | $46,234 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $32,186 | $0 |
| Legacy Professionals, Llp | NONE | $21,500 | not reported in the loaded dataset |
| Marquette And Associates | NONE | $20,000 | not reported in the loaded dataset |
| Arnold & Kadjan | NONE | $14,855 | not reported in the loaded dataset |
| Bmo Harris Bank, N.A. | NONE | $12,634 | not reported in the loaded dataset |