2023 Form 5500 filing — International Union Of Painters And Allied Trades Local No. 47 Health And Welfare Fund
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 20241002134507NAL0004839875004) for International Union Of Painters And Allied Trades Local No. 47 Health And Welfare Fund, reported by International Union Of Painters Trades 47 Health & Welfare Fund under EIN 35-6277430 and plan number 501. It reports 329 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002134507NAL0004839875004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- International Union Of Painters Trades 47 Health & Welfare Fund
- EIN
- 35-6277430
- Plan number
- 501
- Location
- Indianapolis, IN
- Participants
- 329
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,969,197
- Total liabilities (EOY)
- $2,653,305
- Net assets (EOY)
- $4,315,892
- Employer contributions
- $3,593,559
- Participant contributions
- $516,302
- Total income / additions
- $4,448,788
- Benefits paid
- $4,075,509
- Administrative expenses
- $320,911
- Total expenses
- $4,396,420
- Net increase / (decrease)
- $52,368
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Healthscope Benefits, Inc. | NONE | $180,220 | not reported in the loaded dataset |
| Ledbetter Partners, LLC | NONE | $30,988 | not reported in the loaded dataset |
| Lm Henderson & Company | NONE | $26,600 | not reported in the loaded dataset |
| Ima Inc | NONE | $25,200 | not reported in the loaded dataset |
| Axia Advisory Corporation | NONE | $15,500 | not reported in the loaded dataset |
| Osborn, Carriero & Associates | NONE | $5,300 | not reported in the loaded dataset |