Painters And Allied Trades Local 1959 Retirement Plan — Form 5500 plan (Board Of Trustees Of Painters And Allied Trade L 1959 Retirement Pl)
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 Local 1959 Retirement Plan is a benefit plan reported by Board Of Trustees Of Painters And Allied Trade L 1959 Retirement Pl under EIN 45-3480450 and plan number 001. The latest loaded filing year is 2023. The filing reports 416 participants and $12,541,292 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Painters And Allied Trade L 1959 Retirement Pl
- EIN
- 45-3480450
- Plan number
- 001
- Plan type
- 1
- Location
- Mercer Island, WA
- Latest filing year
- 2023
- Participants
- 416
- End-of-year plan assets
- $12,541,292
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 416 | H, C | 20241014154506NAL0052981570003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,541,292
- Total liabilities (EOY)
- $9,338
- Net assets (EOY)
- $12,531,954
- Net assets (BOY)
- $10,416,825
Income & contributions
- Employer contributions
- $952,800
- Total contributions
- $952,800
- Total income / additions
- $2,654,353
Expenses & distributions
- Benefits paid
- $359,005
- Administrative expenses
- $180,219
- Total expenses
- $539,224
- Net increase / (decrease)
- $2,115,129
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Segal Marco Advisors | INVESTMENT ADVISOR | $50,000 | not reported in the loaded dataset | 2023 |
| Labor Trust Services, Inc. | THIRD PARTY ADMIN | $32,894 | not reported in the loaded dataset | 2023 |
| John Hancock Retirement Services | RECORDKEEPER | $28,831 | not reported in the loaded dataset | 2023 |
| Macala & Piatt LLC | LEGAL | $12,397 | not reported in the loaded dataset | 2023 |
| Bjorklund & Montplaisir Cpas | AUDITOR | $10,400 | not reported in the loaded dataset | 2023 |
| Withum Smith Brown | PAYROLL AUDIT | $9,741 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Painters And Allied Trade L 1959 Retirement Pl
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Mercer Island, WA
- Segal Marco Advisors — Schedule C compensation
- Labor Trust Services, Inc. — Schedule C compensation
- John Hancock Retirement Services — Schedule C compensation
- Macala & Piatt LLC — Schedule C compensation
- Bjorklund & Montplaisir Cpas — Schedule C compensation
- Withum Smith Brown — Schedule C compensation