Painters Local Union 802 Retirement Plan — Form 5500 plan (Trustees Of Painters Local Union 802)
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 Local Union 802 Retirement Plan is a benefit plan reported by Trustees Of Painters Local Union 802 under EIN 51-6035231 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,095 participants and $75,040,183 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Painters Local Union 802
- EIN
- 51-6035231
- Plan number
- 002
- Plan type
- 1
- Location
- Fitchburg, WI
- Latest filing year
- 2023
- Participants
- 1,095
- End-of-year plan assets
- $75,040,183
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,095 | H, C | 20250218131932NAL0005187840001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $75,040,183
- Total liabilities (EOY)
- $53,055
- Net assets (EOY)
- $74,987,128
- Net assets (BOY)
- $68,665,950
Income & contributions
- Employer contributions
- $4,175,525
- Total contributions
- $4,175,525
- Total income / additions
- $12,236,802
Expenses & distributions
- Benefits paid
- $5,455,738
- Administrative expenses
- $459,886
- Total expenses
- $5,915,624
- Net increase / (decrease)
- $6,321,178
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMIN | $217,266 | $0 | 2023 |
| United Actuarial Services, Inc. | NONE | $53,917 | not reported in the loaded dataset | 2023 |
| Bpa Of Wi A Benesys Company | NONE | $44,718 | not reported in the loaded dataset | 2023 |
| Principal Global Investors, LLC | INVESTMENT ADVISORY | $29,598 | not reported in the loaded dataset | 2023 |
| The Previant Law Firm, S.C. | NONE | $21,079 | not reported in the loaded dataset | 2023 |
| Sikich Llp | NONE | $19,375 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Painters Local Union 802
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Fitchburg, WI
- Principal Life Insurance Company — Schedule C compensation
- United Actuarial Services, Inc. — Schedule C compensation
- Bpa Of Wi A Benesys Company — Schedule C compensation
- Principal Global Investors, LLC — Schedule C compensation
- The Previant Law Firm, S.C. — Schedule C compensation
- Sikich Llp — Schedule C compensation