2023 Form 5500 filing — Painters Local No. 109 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 20250617105117NAL0000875427001) for Painters Local No. 109 Pension Fund, reported by Board Of Trustees Of Painters Local No. 109 Pension Trust under EIN 47-6062771 and plan number 001. It reports 329 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250617105117NAL0000875427001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Painters Local No. 109 Pension Trust
- EIN
- 47-6062771
- Plan number
- 001
- Location
- Omaha, NE
- Participants
- 329
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,110,834
- Total liabilities (EOY)
- $28,904
- Net assets (EOY)
- $18,081,930
- Employer contributions
- $139,877
- Total income / additions
- $2,783,391
- Benefits paid
- $1,084,001
- Administrative expenses
- $224,897
- Total expenses
- $1,308,898
- Net increase / (decrease)
- $1,474,493
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Davidson Investment Advisors | NONE | $106,680 | not reported in the loaded dataset |
| Forvis | NONE | $29,592 | not reported in the loaded dataset |
| Hub International | NONE | $27,825 | not reported in the loaded dataset |
| Buckley & Sitzman, Llp | NONE | $17,844 | not reported in the loaded dataset |
| Celeste Gardner | EMPLOYEE | $10,691 | not reported in the loaded dataset |
| Weinberg & Weinberg | NONE | $6,150 | not reported in the loaded dataset |
| Kutak Rock, Llp | NONE | $1,080 | not reported in the loaded dataset |