Painters Union Insurance Fund — Form 5500 plan (Board Of Trustees Of The Painters Union Insurance 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 Union Insurance Fund is a benefit plan reported by Board Of Trustees Of The Painters Union Insurance Fund under EIN 38-1428364 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,802 participants and $21,407,545 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Of The Painters Union Insurance Fund
EIN
38-1428364
Plan number
501
Plan type
1
Location
Southfield, MI
Latest filing year
2023
Participants
1,802
End-of-year plan assets
$21,407,545

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,802H, C20260313065722NAL0008483554001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,407,545
Total liabilities (EOY)
$1,821,816
Net assets (EOY)
$19,585,729
Net assets (BOY)
$17,476,164

Income & contributions

Employer contributions
$11,981,913
Participant contributions
$1,101,424
Total contributions
$13,083,337
Total income / additions
$13,991,796

Expenses & distributions

Benefits paid
$10,843,072
Administrative expenses
$1,039,159
Total expenses
$11,882,231
Net increase / (decrease)
$2,109,565

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
David Duffy Cpa PllcNONE KNOWN$109,428not reported in the loaded dataset2023
Finkel Whitefield FeldmanNONE KNOWN$77,700not reported in the loaded dataset2023
Gregory KazmierskiEMPLOYEE$69,194not reported in the loaded dataset2023
Michelle M ZacnyEMPLOYEE$53,309not reported in the loaded dataset2023
Buck ConsultantsNONE KNOWN$42,897not reported in the loaded dataset2023
Elina R. HarrisEMPLOYEE$42,707not reported in the loaded dataset2023
Segal Select Insurance Services, InNONE KNOWN$38,943not reported in the loaded dataset2023
Pamela J. FarnsworthEMPLOYEE$32,033not reported in the loaded dataset2023
Kyle W. HarveyEMPLOYEE$31,333not reported in the loaded dataset2023
Kelly MeekerEMPLOYEE$31,333not reported in the loaded dataset2023
Stefanie A. BrewerEMPLOYEE$31,333not reported in the loaded dataset2023
Mdt Advisor MgmtNONE KNOWN$24,123not reported in the loaded dataset2023
Printed Business Products LLCNONE KNOWN$16,632not reported in the loaded dataset2023
American Health Holding, Inc.NONE KNOWN$11,698not reported in the loaded dataset2023
Graystone Consulting (Mssb)NONE KNOWN$9,793not reported in the loaded dataset2023
Sage Asset MgmtNONE KNOWN$8,460not reported in the loaded dataset2023
Jp MorganNONE KNOWN$6,803not reported in the loaded dataset2023
Seneca Insurance Company, Inc.NONE KNOWN$5,924not reported in the loaded dataset2023

Related Form 5500 pages