Phoenix Painters' Pension Trust Fund — Form 5500 plan (Phoenix Painters' Pension Trust 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 Painters' Pension Trust Fund is a benefit plan reported by Phoenix Painters' Pension Trust Fund under EIN 86-6068085 and plan number 001. The latest loaded filing year is 2023. The filing reports 704 participants and $27,980,589 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Phoenix Painters' Pension Trust Fund
- EIN
- 86-6068085
- Plan number
- 001
- Plan type
- 1
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 704
- End-of-year plan assets
- $27,980,589
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 704 | H, C | 20250912174327NAL0004118354001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,980,589
- Total liabilities (EOY)
- $23,657
- Net assets (EOY)
- $27,956,932
- Net assets (BOY)
- $22,985,000
Income & contributions
- Employer contributions
- $961,204
- Total contributions
- $961,204
- Total income / additions
- $6,195,028
Expenses & distributions
- Benefits paid
- $976,707
- Administrative expenses
- $246,389
- Total expenses
- $1,223,096
- Net increase / (decrease)
- $4,971,932
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Segal Company | NONE OTHER THAN CONTRACT | $72,388 | not reported in the loaded dataset | 2023 |
| Southwest Service Administrators | NONE OTHER THAN CONTRACT | $70,624 | not reported in the loaded dataset | 2023 |
| Merrill Lynch | NONE OTHER THAN CONTRACT | $18,096 | not reported in the loaded dataset | 2023 |
| Segal Select | NONE OTHER THAN CONTRACT | $15,462 | not reported in the loaded dataset | 2023 |
| Bank Of Arizona | NONE OTHER THAN CONTRACT | $13,782 | not reported in the loaded dataset | 2023 |
| Baldwin Moffitt Behm Llp | NONE OTHER THAN CONTRACT | $11,041 | not reported in the loaded dataset | 2023 |
| The Kelley Law Group | NONE OTHER THAN CONTRACT | $8,467 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Phoenix Painters' Pension Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- The Segal Company — Schedule C compensation
- Southwest Service Administrators — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- Segal Select — Schedule C compensation
- Bank Of Arizona — Schedule C compensation
- Baldwin Moffitt Behm Llp — Schedule C compensation
- The Kelley Law Group — Schedule C compensation