2023 Form 5500 filing — District Council 82 Painting Industry Pension 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 20241015082809NAL0055199202005) for District Council 82 Painting Industry Pension Plan, reported by Trustees Of District Council 82 Painting Industry Pension Plan under EIN 90-0585687 and plan number 001. It reports 2,190 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015082809NAL0055199202005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of District Council 82 Painting Industry Pension Plan
- EIN
- 90-0585687
- Plan number
- 001
- Location
- Bloomington, MN
- Participants
- 2,190
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $292,556,908
- Total liabilities (EOY)
- $169,798
- Net assets (EOY)
- $292,387,110
- Employer contributions
- $14,623,401
- Total income / additions
- $45,213,803
- Benefits paid
- $17,536,423
- Administrative expenses
- $1,421,406
- Total expenses
- $18,957,829
- Net increase / (decrease)
- $26,255,974
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zacks Investment Management | NONE | $121,138 | not reported in the loaded dataset |
| Wilson-Mcshane Corporation | NONE | $117,000 | not reported in the loaded dataset |
| Manning & Napier | NONE | $105,754 | not reported in the loaded dataset |
| Asb Capital Management, LLC | NONE | $103,080 | not reported in the loaded dataset |
| The Mckeogh Company | NONE | $102,000 | not reported in the loaded dataset |
| Mairs & Power, Inc. | NONE | $97,083 | $0 |
| Union Bank & Trust | NONE | $85,552 | $0 |
| Whitestar | NONE | $83,788 | not reported in the loaded dataset |
| Boyd Watterson | NONE | $78,708 | not reported in the loaded dataset |
| Dearborn Partners | NONE | $67,889 | not reported in the loaded dataset |
| Standard Valuations, Inc. | NONE | $63,666 | not reported in the loaded dataset |
| Chartwell Investment Partners | NONE | $58,769 | not reported in the loaded dataset |
| Deprince, Race, & Zollo, Inc. | NONE | $54,732 | $0 |
| Eagle Capital Management, LLC | NONE | $43,669 | $0 |
| Shumaker, Loop & Kendrick, Llp | NONE | $38,834 | not reported in the loaded dataset |
| Mcgrann Shea Carnival Straughn | NONE | $34,993 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $26,000 | not reported in the loaded dataset |
| Fr Secure | NONE | $14,654 | not reported in the loaded dataset |