2023 Form 5500 filing — Painters And Allied Trades District Council 81 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 20241210094506NAL0007454627001) for Painters And Allied Trades District Council 81 Health And Welfare Fund, reported by Trustees Of Painters&Allied Trades under EIN 42-1495375 and plan number 501. It reports 357 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241210094506NAL0007454627001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Painters&Allied Trades
- EIN
- 42-1495375
- Plan number
- 501
- Location
- Cedar Rapids, IA
- Participants
- 357
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,575,130
- Total liabilities (EOY)
- $1,659,571
- Net assets (EOY)
- $4,915,559
- Employer contributions
- $4,133,352
- Participant contributions
- $59,765
- Total income / additions
- $4,505,617
- Benefits paid
- $4,104,588
- Administrative expenses
- $324,414
- Total expenses
- $4,429,002
- Net increase / (decrease)
- $76,615
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefits Management Group Inc. | not reported in the loaded dataset | $170,045 | not reported in the loaded dataset |
| Brendan Berigan | not reported in the loaded dataset | $46,000 | not reported in the loaded dataset |
| Deboer & Associates | not reported in the loaded dataset | $26,500 | not reported in the loaded dataset |
| Cedar Rapids Bank & Trust | not reported in the loaded dataset | $20,077 | not reported in the loaded dataset |
| Rouse Frets White Goss Gentile | not reported in the loaded dataset | $18,113 | not reported in the loaded dataset |
| Uhy, Llp | not reported in the loaded dataset | $5,150 | not reported in the loaded dataset |