Painters And Allied Trades Dc 35 Health Benefits Fund — Form 5500 plan (Painters District Council No. 35 Health Benefits Fund)
Plain-English plan 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, Painters And Allied Trades Dc 35 Health Benefits Fund is a benefit plan reported by Painters District Council No. 35 Health Benefits Fund under EIN 04-2150983 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,684 participants and $110,322,124 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Painters District Council No. 35 Health Benefits Fund
- EIN
- 04-2150983
- Plan number
- 501
- Plan type
- 1
- Location
- Roslindale, MA
- Latest filing year
- 2023
- Participants
- 2,684
- End-of-year plan assets
- $110,322,124
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,684 | H, C | 20250414130037NAL0001757745001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $110,322,124
- Total liabilities (EOY)
- $11,022,048
- Net assets (EOY)
- $99,300,076
- Net assets (BOY)
- $97,217,193
Income & contributions
- Employer contributions
- $35,172,502
- Participant contributions
- $150,372
- Total contributions
- $35,322,874
- Total income / additions
- $42,704,649
Expenses & distributions
- Benefits paid
- $37,374,067
- Administrative expenses
- $3,247,699
- Total expenses
- $40,621,766
- Net increase / (decrease)
- $2,082,883
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pdc Administrative Account | AFFILIATED FUND | $960,972 | not reported in the loaded dataset | 2023 |
| Tufts Health Plan | NONE | $958,444 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $249,203 | not reported in the loaded dataset | 2023 |
| Delta Dental | NONE | $172,717 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $139,066 | not reported in the loaded dataset | 2023 |
| Employee C | EMPLOYEE | $135,006 | not reported in the loaded dataset | 2023 |
| Employee G | EMPLOYEE | $93,073 | not reported in the loaded dataset | 2023 |
| American Realty Advisors | NONE | $92,529 | not reported in the loaded dataset | 2023 |
| Modern Assistance | NONE | $80,918 | not reported in the loaded dataset | 2023 |
| Employee I | EMPLOYEE | $78,958 | not reported in the loaded dataset | 2023 |
| Employee F | EMPLOYEE | $75,313 | not reported in the loaded dataset | 2023 |
| Sun Life Capital Management LLC | NONE | $73,550 | not reported in the loaded dataset | 2023 |
| Employee B | EMPLOYEE | $69,552 | not reported in the loaded dataset | 2023 |
| Employee H | EMPLOYEE | $68,835 | not reported in the loaded dataset | 2023 |
| Optumrx, Inc. | NONE | $62,035 | not reported in the loaded dataset | 2023 |
| Employee M | EMPLOYEE | $59,829 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $53,622 | not reported in the loaded dataset | 2023 |
| Feinberg, Dumont & Brennan | NONE | $50,907 | not reported in the loaded dataset | 2023 |
| Zelis Claims Integrity Inc | NONE | $49,273 | not reported in the loaded dataset | 2023 |
| Commonwealth Of Massachusetts | NONE | $38,030 | not reported in the loaded dataset | 2023 |
| Boston Partners Global Investors | NONE | $34,810 | $0 | 2023 |
| Meketa Investment Group | NONE | $33,375 | $0 | 2023 |
| Union Labor Life Insurance Company | NONE | $31,724 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Lp | NONE | $29,741 | not reported in the loaded dataset | 2023 |
| O'Reilly, Grosso Gross & Jones Pc | NONE | $29,500 | not reported in the loaded dataset | 2023 |
| Midwest Institutional Trust Company | not reported in the loaded dataset | $23,075 | not reported in the loaded dataset | 2023 |
| Alliance Bernstein | NONE | $18,037 | not reported in the loaded dataset | 2023 |
| Davis Vision | NONE | $11,697 | not reported in the loaded dataset | 2023 |
| Valenz Protekht, LLC | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $9,019 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Painters District Council No. 35 Health Benefits Fund
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Roslindale, MA
- Pdc Administrative Account — Schedule C compensation
- Tufts Health Plan — Schedule C compensation
- The Segal Company — Schedule C compensation
- Delta Dental — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Employee C — Schedule C compensation
- Employee G — Schedule C compensation
- American Realty Advisors — Schedule C compensation
- Modern Assistance — Schedule C compensation
- Employee I — Schedule C compensation
- Employee F — Schedule C compensation
- Sun Life Capital Management LLC — Schedule C compensation
- Employee B — Schedule C compensation
- Employee H — Schedule C compensation
- Optumrx, Inc. — Schedule C compensation
- Employee M — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Feinberg, Dumont & Brennan — Schedule C compensation
- Zelis Claims Integrity Inc — Schedule C compensation
- Commonwealth Of Massachusetts — Schedule C compensation
- Boston Partners Global Investors — Schedule C compensation
- Meketa Investment Group — Schedule C compensation
- Union Labor Life Insurance Company — Schedule C compensation
- Loomis Sayles Lp — Schedule C compensation
- O'Reilly, Grosso Gross & Jones Pc — Schedule C compensation
- Midwest Institutional Trust Company — Schedule C compensation
- Alliance Bernstein — Schedule C compensation
- Davis Vision — Schedule C compensation
- Valenz Protekht, LLC — Schedule C compensation
- State Street Global Advisors — Schedule C compensation