2023 Form 5500 filing — Phoenix Painting Industry Health And Welfare Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240913193631NAL0020558530001) for Phoenix Painting Industry Health And Welfare Trust, reported by Board Of Trustees Phoenix Painting Industry Health And Welfare Tr Fund under EIN 86-6051048 and plan number 501. It reports 516 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 1 · 2023
Filing snapshot
Net assets (EOY)$7.4MReported net assets$7,360,705
Participants516
Provider compensation$412.5K7 Schedule C row(s)$412,548
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240913193631NAL0020558530001
- Plan sponsor
- Board Of Trustees Phoenix Painting Industry Health And Welfare Tr Fund
- EIN
- 86-6051048
- Plan number
- 501
- Location
- Phoenix, AZ
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$10.1M total assets
Net assets$7.4MLiabilities$2.7M
Full reported line items
- Total assets (EOY)
- $10,050,859
- Total liabilities (EOY)
- $2,690,154
- Net assets (EOY)
- $7,360,705
- Employer contributions
- $6,484,279
- Total income / additions
- $7,377,947
- Benefits paid
- $4,814,219
- Administrative expenses
- $424,464
- Total expenses
- $5,238,683
- Net increase / (decrease)
- $2,139,264
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield Of Arizona | NONE | $296,851 | not reported in the loaded dataset |
| Southwest Service Administrators | NOINE | $43,720 | not reported in the loaded dataset |
| The Segal Company | NONE | $42,000 | not reported in the loaded dataset |
| Baldwin Moffitt Behm Llp | NONE | $10,000 | not reported in the loaded dataset |
| Merrill Lynch | NONE | $8,717 | not reported in the loaded dataset |
| Segal Select Insurance Brokerage | NONE | $5,696 | not reported in the loaded dataset |
| Ryan Rapp Pacheco & Kelly Plc | NONE | $5,564 | not reported in the loaded dataset |