Painters And Allied Trades Dc82 Defined Contribution Pension Plan — Form 5500 plan (Trustees Of Painters And Allied Trades Dc82 Defined Contribution Pensi)

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 Dc82 Defined Contribution Pension Plan is a benefit plan reported by Trustees Of Painters And Allied Trades Dc82 Defined Contribution Pensi under EIN 81-2748532 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,602 participants and $252,331,468 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trustees Of Painters And Allied Trades Dc82 Defined Contribution Pensi
EIN
81-2748532
Plan number
001
Plan type
1
Location
Bloomington, MN
Latest filing year
2023
Participants
3,602
End-of-year plan assets
$252,331,468

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,602H, C20250311180459NAL0028586480003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$252,331,468
Total liabilities (EOY)
$113,676
Net assets (EOY)
$252,217,792
Net assets (BOY)
$224,245,968

Income & contributions

Employer contributions
$18,738,651
Total contributions
$18,843,402
Total income / additions
$43,968,796

Expenses & distributions

Benefits paid
$15,381,982
Administrative expenses
$614,990
Total expenses
$15,996,972
Net increase / (decrease)
$27,971,824

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Milliman, Inc.NONE$274,823not reported in the loaded dataset2023
Fiducient AdvisorsNONE$123,853not reported in the loaded dataset2023
Dearborn Partners LLCNONE$73,448not reported in the loaded dataset2023
Wilson-Mcshane CorporationNONE$45,158not reported in the loaded dataset2023
Shumaker, Loop & Kendrick, LlpNONE$30,415not reported in the loaded dataset2023
Legacy Professionals LlpNONE$17,000not reported in the loaded dataset2023
Fr Secure LLCNONE$8,862not reported in the loaded dataset2023
Matrix Trust CompanyNONE$7,422$02023

Related Form 5500 pages