2023 Form 5500 filing — Painters Local Union 802 Retirement 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 20250218131932NAL0005187840001) for Painters Local Union 802 Retirement Plan, reported by Trustees Of Painters Local Union 802 under EIN 51-6035231 and plan number 002. It reports 1,095 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250218131932NAL0005187840001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Painters Local Union 802
- EIN
- 51-6035231
- Plan number
- 002
- Location
- Fitchburg, WI
- Participants
- 1,095
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $75,040,183
- Total liabilities (EOY)
- $53,055
- Net assets (EOY)
- $74,987,128
- Employer contributions
- $4,175,525
- Total income / additions
- $12,236,802
- Benefits paid
- $5,455,738
- Administrative expenses
- $459,886
- Total expenses
- $5,915,624
- Net increase / (decrease)
- $6,321,178
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMIN | $217,266 | $0 |
| United Actuarial Services, Inc. | NONE | $53,917 | not reported in the loaded dataset |
| Bpa Of Wi A Benesys Company | NONE | $44,718 | not reported in the loaded dataset |
| Principal Global Investors, LLC | INVESTMENT ADVISORY | $29,598 | not reported in the loaded dataset |
| The Previant Law Firm, S.C. | NONE | $21,079 | not reported in the loaded dataset |
| Sikich Llp | NONE | $19,375 | not reported in the loaded dataset |