Painters And Allied Trades District Council 81 Health And Welfare Fund — Form 5500 plan (Trustees Of Painters&Allied Trades)
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 81 Health And Welfare Fund is a benefit plan reported by Trustees Of Painters&Allied Trades under EIN 42-1495375 and plan number 501. The latest loaded filing year is 2023. The filing reports 357 participants and $6,575,130 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Painters&Allied Trades
- EIN
- 42-1495375
- Plan number
- 501
- Plan type
- 1
- Location
- Cedar Rapids, IA
- Latest filing year
- 2023
- Participants
- 357
- End-of-year plan assets
- $6,575,130
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 357 | H, C | 20241210094506NAL0007454627001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,575,130
- Total liabilities (EOY)
- $1,659,571
- Net assets (EOY)
- $4,915,559
- Net assets (BOY)
- $4,838,944
Income & contributions
- Employer contributions
- $4,133,352
- Participant contributions
- $59,765
- Total contributions
- $4,193,117
- Total income / additions
- $4,505,617
Expenses & distributions
- Benefits paid
- $4,104,588
- Administrative expenses
- $324,414
- Total expenses
- $4,429,002
- Net increase / (decrease)
- $76,615
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefits Management Group Inc. | not reported in the loaded dataset | $170,045 | not reported in the loaded dataset | 2023 |
| Brendan Berigan | not reported in the loaded dataset | $46,000 | not reported in the loaded dataset | 2023 |
| Deboer & Associates | not reported in the loaded dataset | $26,500 | not reported in the loaded dataset | 2023 |
| Cedar Rapids Bank & Trust | not reported in the loaded dataset | $20,077 | not reported in the loaded dataset | 2023 |
| Rouse Frets White Goss Gentile | not reported in the loaded dataset | $18,113 | not reported in the loaded dataset | 2023 |
| Uhy, Llp | not reported in the loaded dataset | $5,150 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Painters&Allied Trades
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Cedar Rapids, IA
- Benefits Management Group Inc. — Schedule C compensation
- Brendan Berigan — Schedule C compensation
- Deboer & Associates — Schedule C compensation
- Cedar Rapids Bank & Trust — Schedule C compensation
- Rouse Frets White Goss Gentile — Schedule C compensation
- Uhy, Llp — Schedule C compensation