2023 Form 5500 filing — Painters And Allied Trades District Council No. 35 Pension 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 20250414131042NAL0001761121001) for Painters And Allied Trades District Council No. 35 Pension Fund, reported by Bd Of Trustees Pdc Pension Fund under EIN 04-6043807 and plan number 001. It reports 4,656 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414131042NAL0001761121001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees Pdc Pension Fund
- EIN
- 04-6043807
- Plan number
- 001
- Location
- Roslindale, MA
- Participants
- 4,656
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $761,089,464
- Total liabilities (EOY)
- $1,344,873
- Net assets (EOY)
- $759,744,591
- Employer contributions
- $40,191,219
- Total income / additions
- $102,209,611
- Benefits paid
- $38,721,905
- Administrative expenses
- $3,778,334
- Total expenses
- $42,500,239
- Net increase / (decrease)
- $59,709,372
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pdc Administrative Fund | AFFILIATED FUND | $649,894 | not reported in the loaded dataset |
| Bny Mellon Asset Management Cayman | NONE | $208,240 | not reported in the loaded dataset |
| Walter Scott & Partners Limited | NONE | $0 | $204,075 |
| Ullico Investment Advisors Inc | NONE | $188,430 | not reported in the loaded dataset |
| American Realty Advisors | NONE | $184,093 | not reported in the loaded dataset |
| J.P. Morgan Investment Management | NONE | $170,177 | $0 |
| The Segal Company | NONE | $168,488 | not reported in the loaded dataset |
| Meketa Investment Group | NONE | $164,125 | not reported in the loaded dataset |
| Asb Investment Management LLC | NONE | $140,370 | $0 |
| Neuberger Berman | NONE | $0 | $133,074 |
| Boston Partners Global Investors | NONE | $130,555 | $0 |
| Sun Life Capital Management | NONE | $115,741 | not reported in the loaded dataset |
| Punch & Associates Investment Manag | NONE | $111,673 | $0 |
| Victory Capital Management Inc | NONE | $92,666 | $0 |
| Johcm (Usa) Inc | NONE | $86,725 | not reported in the loaded dataset |
| Midwest Institutional Trust Co. | NONE | $76,003 | not reported in the loaded dataset |
| Alliancebernstein Lp | NONE | $67,444 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $62,301 | not reported in the loaded dataset |
| Duff & Phelps Investment Mgmt | NONE | $51,044 | $0 |
| Novak Francella LLC | NONE | $50,784 | not reported in the loaded dataset |
| The Union Labor Life Insurance Co. | NONE | $46,395 | $0 |
| Feinberg, Dumont & Brennan | NONE | $44,139 | not reported in the loaded dataset |
| State Street Global Advisors Trust | NONE | $38,518 | $0 |
| O'Reilly, Grosso Gross & Jones Pc | NONE | $29,500 | not reported in the loaded dataset |
| Loomis Sayles Trust Company | NONE | $14,221 | not reported in the loaded dataset |
| Mes Solutions | NONE | $10,899 | not reported in the loaded dataset |
| Kbi Global Investors | NONE | $0 | $0 |
| Dimensional Fund Advisors Lp | NONE | $0 | $0 |