2023 Form 5500 filing — Bay Area Painters & Tapers Pension Trust
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 20250228172449NAL0000867907001) for Bay Area Painters & Tapers Pension Trust, reported by Bay Area Painters & Tapers Pension Trust under EIN 94-6276501 and plan number 001. It reports 8,877 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250228172449NAL0000867907001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bay Area Painters & Tapers Pension Trust
- EIN
- 94-6276501
- Plan number
- 001
- Location
- Dublin, CA
- Participants
- 8,877
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $643,715,405
- Total liabilities (EOY)
- $727,075
- Net assets (EOY)
- $642,988,330
- Employer contributions
- $38,138,262
- Participant contributions
- $2,920,216
- Total income / additions
- $109,302,859
- Benefits paid
- $40,989,095
- Administrative expenses
- $4,417,859
- Total expenses
- $45,406,954
- Net increase / (decrease)
- $63,895,905
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sierra Investment Managers | NONE | $758,551 | $0 |
| Health Services & Benefit Admin | NONE | $724,080 | not reported in the loaded dataset |
| Withumsmith+Brown | NONE | $515,570 | $0 |
| Saltzman & Johnson | NONE | $357,847 | $0 |
| Washington Capital | NONE | $227,631 | $0 |
| Us Bank | NONE | $179,856 | $0 |
| Dodge & Cox | NONE | $160,040 | $0 |
| Foundry Partners | NONE | $132,683 | $24,105 |
| Segal Co | NONE | $144,216 | not reported in the loaded dataset |
| Fiera Capital | NONE | $135,760 | $3,349 |
| Ullico | NONE | $124,398 | $0 |
| Asb Allegiance Real Estate Fund | NONE | $120,833 | $0 |
| Loomis Sayles | NONE | $106,348 | not reported in the loaded dataset |
| Graystone Consulting | NONE | $80,000 | $0 |
| Eide Bailly Llp | NONE | $46,008 | not reported in the loaded dataset |