Painters And Allied Trades District Council No. 35 Pension Fund — Form 5500 plan (Bd Of Trustees Pdc Pension 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 District Council No. 35 Pension Fund is a benefit plan reported by Bd Of Trustees Pdc Pension Fund under EIN 04-6043807 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,656 participants and $761,089,464 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees Pdc Pension Fund
- EIN
- 04-6043807
- Plan number
- 001
- Plan type
- 1
- Location
- Roslindale, MA
- Latest filing year
- 2023
- Participants
- 4,656
- End-of-year plan assets
- $761,089,464
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,656 | H, C | 20250414131042NAL0001761121001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $761,089,464
- Total liabilities (EOY)
- $1,344,873
- Net assets (EOY)
- $759,744,591
- Net assets (BOY)
- $700,035,219
Income & contributions
- Employer contributions
- $40,191,219
- Total contributions
- $40,191,219
- Total income / additions
- $102,209,611
Expenses & distributions
- Benefits paid
- $38,721,905
- Administrative expenses
- $3,778,334
- Total expenses
- $42,500,239
- Net increase / (decrease)
- $59,709,372
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pdc Administrative Fund | AFFILIATED FUND | $649,894 | not reported in the loaded dataset | 2023 |
| Bny Mellon Asset Management Cayman | NONE | $208,240 | not reported in the loaded dataset | 2023 |
| Walter Scott & Partners Limited | NONE | $0 | $204,075 | 2023 |
| Ullico Investment Advisors Inc | NONE | $188,430 | not reported in the loaded dataset | 2023 |
| American Realty Advisors | NONE | $184,093 | not reported in the loaded dataset | 2023 |
| J.P. Morgan Investment Management | NONE | $170,177 | $0 | 2023 |
| The Segal Company | NONE | $168,488 | not reported in the loaded dataset | 2023 |
| Meketa Investment Group | NONE | $164,125 | not reported in the loaded dataset | 2023 |
| Asb Investment Management LLC | NONE | $140,370 | $0 | 2023 |
| Neuberger Berman | NONE | $0 | $133,074 | 2023 |
| Boston Partners Global Investors | NONE | $130,555 | $0 | 2023 |
| Sun Life Capital Management | NONE | $115,741 | not reported in the loaded dataset | 2023 |
| Punch & Associates Investment Manag | NONE | $111,673 | $0 | 2023 |
| Victory Capital Management Inc | NONE | $92,666 | $0 | 2023 |
| Johcm (Usa) Inc | NONE | $86,725 | not reported in the loaded dataset | 2023 |
| Midwest Institutional Trust Co. | NONE | $76,003 | not reported in the loaded dataset | 2023 |
| Alliancebernstein Lp | NONE | $67,444 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $62,301 | not reported in the loaded dataset | 2023 |
| Duff & Phelps Investment Mgmt | NONE | $51,044 | $0 | 2023 |
| Novak Francella LLC | NONE | $50,784 | not reported in the loaded dataset | 2023 |
| The Union Labor Life Insurance Co. | NONE | $46,395 | $0 | 2023 |
| Feinberg, Dumont & Brennan | NONE | $44,139 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors Trust | NONE | $38,518 | $0 | 2023 |
| O'Reilly, Grosso Gross & Jones Pc | NONE | $29,500 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company | NONE | $14,221 | not reported in the loaded dataset | 2023 |
| Mes Solutions | NONE | $10,899 | not reported in the loaded dataset | 2023 |
| Kbi Global Investors | NONE | $0 | $0 | 2023 |
| Dimensional Fund Advisors Lp | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees Pdc Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Roslindale, MA
- Pdc Administrative Fund — Schedule C compensation
- Bny Mellon Asset Management Cayman — Schedule C compensation
- Walter Scott & Partners Limited — Schedule C compensation
- Ullico Investment Advisors Inc — Schedule C compensation
- American Realty Advisors — Schedule C compensation
- J.P. Morgan Investment Management — Schedule C compensation
- The Segal Company — Schedule C compensation
- Meketa Investment Group — Schedule C compensation
- Asb Investment Management LLC — Schedule C compensation
- Neuberger Berman — Schedule C compensation
- Boston Partners Global Investors — Schedule C compensation
- Sun Life Capital Management — Schedule C compensation
- Punch & Associates Investment Manag — Schedule C compensation
- Victory Capital Management Inc — Schedule C compensation
- Johcm (Usa) Inc — Schedule C compensation
- Midwest Institutional Trust Co. — Schedule C compensation
- Alliancebernstein Lp — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Duff & Phelps Investment Mgmt — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- The Union Labor Life Insurance Co. — Schedule C compensation
- Feinberg, Dumont & Brennan — Schedule C compensation
- State Street Global Advisors Trust — Schedule C compensation
- O'Reilly, Grosso Gross & Jones Pc — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- Mes Solutions — Schedule C compensation
- Kbi Global Investors — Schedule C compensation
- Dimensional Fund Advisors Lp — Schedule C compensation