Chicago Painters And Decorators Retiree Welfare Fu — Form 5500 plan (Trustees Chicago Painters And Decorators Retiree Welfare 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, Chicago Painters And Decorators Retiree Welfare Fu is a benefit plan reported by Trustees Chicago Painters And Decorators Retiree Welfare Fund under EIN 90-1034518 and plan number 501. The latest loaded filing year is 2023. The filing reports 919 participants and $160,328,847 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Chicago Painters And Decorators Retiree Welfare Fund
- EIN
- 90-1034518
- Plan number
- 501
- Plan type
- 1
- Location
- Darien, IL
- Latest filing year
- 2023
- Participants
- 919
- End-of-year plan assets
- $160,328,847
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 919 | H, C | 20250217144231NAL0001689921002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $160,328,847
- Total liabilities (EOY)
- $1,932,213
- Net assets (EOY)
- $158,396,634
- Net assets (BOY)
- $145,014,707
Income & contributions
- Employer contributions
- $6,991,864
- Total contributions
- $6,991,864
- Total income / additions
- $22,055,309
Expenses & distributions
- Benefits paid
- $7,975,899
- Administrative expenses
- $697,483
- Total expenses
- $8,673,382
- Net increase / (decrease)
- $13,381,927
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Asb Capital Mgmt, LLC | NONE | $93,999 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions | NONE | $79,601 | not reported in the loaded dataset | 2023 |
| Ullico Investment Advisors, Inc. | NONE | $58,901 | not reported in the loaded dataset | 2023 |
| Jill Hegarty | EMPLOYEE | $46,234 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $32,186 | $0 | 2023 |
| Legacy Professionals, Llp | NONE | $21,500 | not reported in the loaded dataset | 2023 |
| Marquette And Associates | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| Arnold & Kadjan | NONE | $14,855 | not reported in the loaded dataset | 2023 |
| Bmo Harris Bank, N.A. | NONE | $12,634 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Chicago Painters And Decorators Retiree Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Darien, IL
- Asb Capital Mgmt, LLC — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Ullico Investment Advisors, Inc. — Schedule C compensation
- Jill Hegarty — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Legacy Professionals, Llp — Schedule C compensation
- Marquette And Associates — Schedule C compensation
- Arnold & Kadjan — Schedule C compensation
- Bmo Harris Bank, N.A. — Schedule C compensation