Painting Industry Annuity Fund — Form 5500 plan (Board Of Trustees Of The Painting Industry Annuity 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, Painting Industry Annuity Fund is a benefit plan reported by Board Of Trustees Of The Painting Industry Annuity Fund under EIN 51-6049898 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,517 participants and $812,179,769 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Painting Industry Annuity Fund
- EIN
- 51-6049898
- Plan number
- 001
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 8,517
- End-of-year plan assets
- $812,179,769
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,517 | H, C | 20241014091748NAL0026890193003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $812,179,769
- Total liabilities (EOY)
- $3,748,473
- Net assets (EOY)
- $808,431,296
- Net assets (BOY)
- $737,844,002
Income & contributions
- Employer contributions
- $52,171,358
- Total contributions
- $52,171,358
- Total income / additions
- $135,550,169
Expenses & distributions
- Benefits paid
- $61,285,759
- Administrative expenses
- $3,677,116
- Total expenses
- $64,962,875
- Net increase / (decrease)
- $70,587,294
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Painting Industry Insurance Fund | RELATED FUND | $964,485 | not reported in the loaded dataset | 2023 |
| Highland Capital Management LLC | NONE | $405,974 | $0 | 2023 |
| Ullico Investment Advisors Inc | NONE | $375,121 | not reported in the loaded dataset | 2023 |
| Crescent Capital Group Lp | NONE | $0 | $324,823 | 2023 |
| Intercontinental Real Estate Corpor | NONE | $300,103 | not reported in the loaded dataset | 2023 |
| Hamilton Lane Advisors, LLC | NONE | $17,625 | $169,231 | 2023 |
| Mackay Shields LLC | NONE | $155,486 | not reported in the loaded dataset | 2023 |
| Siguler Guff & Company Lp | NONE | $0 | $123,263 | 2023 |
| Marshall & Moss Payroll Compliance | NONE | $0 | $123,223 | 2023 |
| Prudential Retirement Ins Annuity | NONE | $121,749 | not reported in the loaded dataset | 2023 |
| Vidalia Bonilla | EMPLOYEE | $0 | $108,508 | 2023 |
| Newton Investment Management | NONE | $97,756 | not reported in the loaded dataset | 2023 |
| Jonathan Mostafa | EMPLOYEE | $0 | $95,818 | 2023 |
| Hardman Johnston Asset Management | NONE | $89,162 | not reported in the loaded dataset | 2023 |
| Eaton Vance Investment Managers | NONE | $80,691 | $0 | 2023 |
| Kevin Mcmenomy | EMPLOYEE | $0 | $74,769 | 2023 |
| Sinaya Greenidge | EMPLOYEE | $0 | $74,114 | 2023 |
| Rbc Global Asset Management Inc | NONE | $72,395 | not reported in the loaded dataset | 2023 |
| Aurelia Ciocoi | EMPLOYEE | $0 | $64,685 | 2023 |
| Amalgamated Bank | NONE | $61,199 | $0 | 2023 |
| Loomis Sayles Trust Company | NONE | $59,335 | not reported in the loaded dataset | 2023 |
| Foundry Partners, LLC | NONE | $44,734 | $12,957 | 2023 |
| Reynolds Consulting Services LLC | NONE | $55,973 | not reported in the loaded dataset | 2023 |
| New York Life Insurance Company | NONE | $55,927 | not reported in the loaded dataset | 2023 |
| Voya Investment Trust Company | NONE | $46,122 | $0 | 2023 |
| Wilmington Trust, Na | NONE | $46,122 | $0 | 2023 |
| Novak Francella LLC | NONE | $40,830 | not reported in the loaded dataset | 2023 |
| Principal Global Investor LLC | NONE | $40,827 | not reported in the loaded dataset | 2023 |
| Salvatore Savarese | EMPLOYEE | $0 | $39,143 | 2023 |
| The Segal Consulting | NONE | $38,600 | not reported in the loaded dataset | 2023 |
| Marshall & Moss Llp | NONE | $0 | $35,000 | 2023 |
| Barnes, Iaccarino, & Shepherd, Pllc | NONE | $22,500 | $7,204 | 2023 |
| Steven Salzman | EMPLOYEE | $0 | $29,274 | 2023 |
| Mcmorgan & Company LLC | NONE | $27,506 | not reported in the loaded dataset | 2023 |
| Proskauer Rose Llp | NONE | $22,500 | not reported in the loaded dataset | 2023 |
| Fifth Third Wealth Advisors LLC | NONE | $16,359 | not reported in the loaded dataset | 2023 |
| Capital Dynamics Inc | NONE | $14,175 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Painting Industry Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Painting Industry Insurance Fund — Schedule C compensation
- Highland Capital Management LLC — Schedule C compensation
- Ullico Investment Advisors Inc — Schedule C compensation
- Crescent Capital Group Lp — Schedule C compensation
- Intercontinental Real Estate Corpor — Schedule C compensation
- Hamilton Lane Advisors, LLC — Schedule C compensation
- Mackay Shields LLC — Schedule C compensation
- Siguler Guff & Company Lp — Schedule C compensation
- Marshall & Moss Payroll Compliance — Schedule C compensation
- Prudential Retirement Ins Annuity — Schedule C compensation
- Vidalia Bonilla — Schedule C compensation
- Newton Investment Management — Schedule C compensation
- Jonathan Mostafa — Schedule C compensation
- Hardman Johnston Asset Management — Schedule C compensation
- Eaton Vance Investment Managers — Schedule C compensation
- Kevin Mcmenomy — Schedule C compensation
- Sinaya Greenidge — Schedule C compensation
- Rbc Global Asset Management Inc — Schedule C compensation
- Aurelia Ciocoi — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- Foundry Partners, LLC — Schedule C compensation
- Reynolds Consulting Services LLC — Schedule C compensation
- New York Life Insurance Company — Schedule C compensation
- Voya Investment Trust Company — Schedule C compensation
- Wilmington Trust, Na — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Principal Global Investor LLC — Schedule C compensation
- Salvatore Savarese — Schedule C compensation
- The Segal Consulting — Schedule C compensation
- Marshall & Moss Llp — Schedule C compensation
- Barnes, Iaccarino, & Shepherd, Pllc — Schedule C compensation
- Steven Salzman — Schedule C compensation
- Mcmorgan & Company LLC — Schedule C compensation
- Proskauer Rose Llp — Schedule C compensation
- Fifth Third Wealth Advisors LLC — Schedule C compensation
- Capital Dynamics Inc — Schedule C compensation