2023 Form 5500 filing — International Painters And Allied Trades Industry Annuity Plan
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 20241002194858NAL0005147491001) for International Painters And Allied Trades Industry Annuity Plan, reported by Intl Painters & Allied Trades Ind. Pension Fund- under EIN 52-6073909 and plan number 002. It reports 23,036 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002194858NAL0005147491001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Intl Painters & Allied Trades Ind. Pension Fund-
- EIN
- 52-6073909
- Plan number
- 002
- Location
- Hanover, MD
- Participants
- 23,036
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $621,995,078
- Total liabilities (EOY)
- $1,662,439
- Net assets (EOY)
- $620,332,639
- Employer contributions
- $48,162,497
- Total income / additions
- $102,643,413
- Benefits paid
- $57,617,528
- Administrative expenses
- $3,225,669
- Total expenses
- $60,843,197
- Net increase / (decrease)
- $41,800,216
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman | NONE | $569,800 | not reported in the loaded dataset |
| Tucker Arensberg Pc | NONE | $357,023 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $177,788 | $0 |
| Scott Roberie | EMPLOYEE | $0 | $91,186 |
| Maudeline Quarrie | EMPLOYEE | $0 | $89,769 |
| Novak Francella LLC | NONE | $80,335 | not reported in the loaded dataset |
| Vitech Systems Group | NONE | $79,971 | not reported in the loaded dataset |
| Nepc, LLC | NONE | $65,539 | not reported in the loaded dataset |
| Wilson Mcshane Corporation | NONE | $64,069 | not reported in the loaded dataset |
| Alexis Cox | EMPLOYEE | $0 | $63,020 |
| Parametric Portfolio Associates LLC | NONE | $59,625 | not reported in the loaded dataset |
| Ebony Dozier | EMPLOYEE | $0 | $58,177 |
| Terry Nelson | EMPLOYEE | $0 | $54,428 |
| Wellington Trust Company | NONE | $52,111 | not reported in the loaded dataset |
| Northern Trust Golbal Investments | NONE | $51,439 | not reported in the loaded dataset |
| Bredhoff & Kaiser | NONE | $50,832 | not reported in the loaded dataset |
| Marji Smith | EMPLOYEE | $0 | $49,745 |
| Michelle Ababneh | EMPLOYEE | $0 | $49,100 |
| Ashley Kern | EMPLOYEE | $0 | $46,147 |
| Gosaye Kidanemariam | EMPLOYEE | $0 | $45,136 |
| Eric Olean | EMPLOYEE | $0 | $40,071 |
| Laurie Hand | EMPLOYEE | $0 | $39,281 |
| Luz Rodriguez | EMPLOYEE | $0 | $38,590 |
| Jacquiline Courtien | EMPLOYEE | $0 | $37,749 |
| Adam Boston | EMPLOYEE | $0 | $35,217 |
| Jerry Shipp | EMPLOYEE | $0 | $34,241 |
| Michael Kaufman | EMPLOYEE | $0 | $33,729 |
| Brady Nelson | EMPLOYEE | $0 | $29,853 |
| Amy Mcelory | EMPLOYEE | $0 | $29,776 |
| James Bogart | EMPLOYEE | $0 | $25,897 |
| Mc Credit Partners | NONE | $0 | $18,828 |
| Frank M Vaccaro & Associates | NONE | $11,457 | not reported in the loaded dataset |
| Christensen, James & Martin | NONE | $11,155 | not reported in the loaded dataset |
| Amsar (District Council 36) | NONE | $7,328 | not reported in the loaded dataset |
| Ullico | NONE | $7,254 | $0 |
| Xpan Law Group LLC | NONE | $6,801 | not reported in the loaded dataset |
| Marquette Associates | NONE | $6,666 | not reported in the loaded dataset |
| Franisco Partners | NONE | $0 | not reported in the loaded dataset |