Painters Union Pension Plan — Form 5500 plan (Painters Union Pension Fund Trustees)
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 Pension Plan is a benefit plan reported by Painters Union Pension Fund Trustees under EIN 38-6234363 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,294 participants and $191,669,501 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Painters Union Pension Fund Trustees
- EIN
- 38-6234363
- Plan number
- 001
- Plan type
- 1
- Location
- Southfield, MI
- Latest filing year
- 2023
- Participants
- 3,294
- End-of-year plan assets
- $191,669,501
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,294 | H, C | 20260313065345NAL0007741139001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $191,669,501
- Total liabilities (EOY)
- $304,498
- Net assets (EOY)
- $191,365,003
- Net assets (BOY)
- $166,261,922
Income & contributions
- Employer contributions
- $15,476,026
- Total contributions
- $15,476,799
- Total income / additions
- $41,985,482
Expenses & distributions
- Benefits paid
- $15,402,260
- Administrative expenses
- $1,480,141
- Total expenses
- $16,882,401
- Net increase / (decrease)
- $25,103,081
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Graystone Consulting (Mssb) | NONE KNOWN | $520,793 | not reported in the loaded dataset | 2023 |
| Smith Barney Consulting | NONE KNOWN | $122,996 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services LLC | NONE KNOWN | $119,634 | not reported in the loaded dataset | 2023 |
| Mdt Advisor Mgmt | NONE KNOWN | $83,785 | not reported in the loaded dataset | 2023 |
| Finkel Whitefield Feldman | NONE KNOWN | $56,791 | not reported in the loaded dataset | 2023 |
| Gregory Kazmierski | EMPLOYEE | $39,509 | not reported in the loaded dataset | 2023 |
| David Duffy Cpa Pllc | NONE KNOWN | $38,413 | not reported in the loaded dataset | 2023 |
| Michelle M Zacny | EMPLOYEE | $30,344 | not reported in the loaded dataset | 2023 |
| Sage Asset Mgmt | NONE KNOWN | $25,755 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE KNOWN | $24,650 | not reported in the loaded dataset | 2023 |
| Printed Business Products LLC | NONE KNOWN | $6,753 | not reported in the loaded dataset | 2023 |
| Jp Morgan | NONE KNOWN | $5,231 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Painters Union Pension Fund Trustees
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Southfield, MI
- Graystone Consulting (Mssb) — Schedule C compensation
- Smith Barney Consulting — Schedule C compensation
- Horizon Actuarial Services LLC — Schedule C compensation
- Mdt Advisor Mgmt — Schedule C compensation
- Finkel Whitefield Feldman — Schedule C compensation
- Gregory Kazmierski — Schedule C compensation
- David Duffy Cpa Pllc — Schedule C compensation
- Michelle M Zacny — Schedule C compensation
- Sage Asset Mgmt — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- Printed Business Products LLC — Schedule C compensation
- Jp Morgan — Schedule C compensation