Phoenix Painting Industry Health And Welfare Trust — Form 5500 plan (Board Of Trustees Phoenix Painting Industry Health And Welfare Tr 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, Phoenix Painting Industry Health And Welfare Trust is a benefit plan reported by Board Of Trustees Phoenix Painting Industry Health And Welfare Tr Fund under EIN 86-6051048 and plan number 501. The latest loaded filing year is 2023. The filing reports 516 participants and $10,050,859 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Phoenix Painting Industry Health And Welfare Tr Fund
- EIN
- 86-6051048
- Plan number
- 501
- Plan type
- 1
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 516
- End-of-year plan assets
- $10,050,859
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 516 | H, C | 20240913193631NAL0020558530001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,050,859
- Total liabilities (EOY)
- $2,690,154
- Net assets (EOY)
- $7,360,705
- Net assets (BOY)
- $5,221,441
Income & contributions
- Employer contributions
- $6,484,279
- Total contributions
- $6,484,279
- Total income / additions
- $7,377,947
Expenses & distributions
- Benefits paid
- $4,814,219
- Administrative expenses
- $424,464
- Total expenses
- $5,238,683
- Net increase / (decrease)
- $2,139,264
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Of Arizona | NONE | $296,851 | not reported in the loaded dataset | 2023 |
| Southwest Service Administrators | NOINE | $43,720 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $42,000 | not reported in the loaded dataset | 2023 |
| Baldwin Moffitt Behm Llp | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| Merrill Lynch | NONE | $8,717 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Brokerage | NONE | $5,696 | not reported in the loaded dataset | 2023 |
| Ryan Rapp Pacheco & Kelly Plc | NONE | $5,564 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Phoenix Painting Industry Health And Welfare Tr Fund
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Blue Cross Blue Shield Of Arizona — Schedule C compensation
- Southwest Service Administrators — Schedule C compensation
- The Segal Company — Schedule C compensation
- Baldwin Moffitt Behm Llp — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- Segal Select Insurance Brokerage — Schedule C compensation
- Ryan Rapp Pacheco & Kelly Plc — Schedule C compensation