2023 Form 5500 filing — International Union Of Painters And Allied Trades District Council No. 21 Annuity 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 20250214132938NAL0012962275001) for International Union Of Painters And Allied Trades District Council No. 21 Annuity Fund, reported by International Union Of Painters & Allied Trades Dc No. 21 Annuity Fund under EIN 23-7390182 and plan number 003. It reports 4,971 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250214132938NAL0012962275001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- International Union Of Painters & Allied Trades Dc No. 21 Annuity Fund
- EIN
- 23-7390182
- Plan number
- 003
- Location
- Philadelphia, PA
- Participants
- 4,971
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $200,303,609
- Total liabilities (EOY)
- $427,389
- Net assets (EOY)
- $199,876,220
- Employer contributions
- $12,906,012
- Total income / additions
- $36,814,182
- Benefits paid
- $13,637,641
- Administrative expenses
- $1,266,242
- Total expenses
- $14,903,883
- Net increase / (decrease)
- $21,910,299
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Iupat Dc21 Welfare Fund | RELATED FUND | $333,852 | not reported in the loaded dataset |
| Banner Ridge Partners Lp | NONE | $210,745 | not reported in the loaded dataset |
| Sigular Guff Advisers, LLC | NONE | $0 | $157,102 |
| Rbc Wealth Mgmt/Courtney Consulting | NONE | $125,311 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $87,938 | not reported in the loaded dataset |
| Chartwell Investment Partners LLC | NONE | $69,568 | not reported in the loaded dataset |
| Birch Run Investments, LLC | NONE | $66,233 | $0 |
| Highland Capital Management | NONE | $65,602 | $0 |
| Novak Francella, LLC | NONE | $61,132 | not reported in the loaded dataset |
| Principal Custody Solutions | NONE | $46,058 | $0 |
| Stevens & Lee, P.C. | NONE | $43,271 | not reported in the loaded dataset |
| Broadcore Investments Lp | NONE | $20,660 | not reported in the loaded dataset |
| Blackstone Alternative Asset Mgt Lp | NONE | $0 | $15,905 |
| Old Glory Asset Management, LLC | NONE | $13,916 | not reported in the loaded dataset |