2023 Form 5500 filing — Painters And Allied Trades Dc82 Defined Contribution 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 20250311180459NAL0028586480003) for Painters And Allied Trades Dc82 Defined Contribution Pension Plan, reported by Trustees Of Painters And Allied Trades Dc82 Defined Contribution Pensi under EIN 81-2748532 and plan number 001. It reports 3,602 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250311180459NAL0028586480003
Filing year
2023
Form type
1
Plan sponsor
Trustees Of Painters And Allied Trades Dc82 Defined Contribution Pensi
EIN
81-2748532
Plan number
001
Location
Bloomington, MN
Participants
3,602
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$252,331,468
Total liabilities (EOY)
$113,676
Net assets (EOY)
$252,217,792
Employer contributions
$18,738,651
Total income / additions
$43,968,796
Benefits paid
$15,381,982
Administrative expenses
$614,990
Total expenses
$15,996,972
Net increase / (decrease)
$27,971,824
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Milliman, Inc.NONE$274,823not reported in the loaded dataset
Fiducient AdvisorsNONE$123,853not reported in the loaded dataset
Dearborn Partners LLCNONE$73,448not reported in the loaded dataset
Wilson-Mcshane CorporationNONE$45,158not reported in the loaded dataset
Shumaker, Loop & Kendrick, LlpNONE$30,415not reported in the loaded dataset
Legacy Professionals LlpNONE$17,000not reported in the loaded dataset
Fr Secure LLCNONE$8,862not reported in the loaded dataset
Matrix Trust CompanyNONE$7,422$0

Related Form 5500 pages