2023 Form 5500 filing — Painters And Allied Trades Dc 35 Health Benefits 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 20250414130037NAL0001757745001) for Painters And Allied Trades Dc 35 Health Benefits Fund, reported by Painters District Council No. 35 Health Benefits Fund under EIN 04-2150983 and plan number 501. It reports 2,684 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414130037NAL0001757745001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Painters District Council No. 35 Health Benefits Fund
- EIN
- 04-2150983
- Plan number
- 501
- Location
- Roslindale, MA
- Participants
- 2,684
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $110,322,124
- Total liabilities (EOY)
- $11,022,048
- Net assets (EOY)
- $99,300,076
- Employer contributions
- $35,172,502
- Participant contributions
- $150,372
- Total income / additions
- $42,704,649
- Benefits paid
- $37,374,067
- Administrative expenses
- $3,247,699
- Total expenses
- $40,621,766
- Net increase / (decrease)
- $2,082,883
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pdc Administrative Account | AFFILIATED FUND | $960,972 | not reported in the loaded dataset |
| Tufts Health Plan | NONE | $958,444 | not reported in the loaded dataset |
| The Segal Company | NONE | $249,203 | not reported in the loaded dataset |
| Delta Dental | NONE | $172,717 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $139,066 | not reported in the loaded dataset |
| Employee C | EMPLOYEE | $135,006 | not reported in the loaded dataset |
| Employee G | EMPLOYEE | $93,073 | not reported in the loaded dataset |
| American Realty Advisors | NONE | $92,529 | not reported in the loaded dataset |
| Modern Assistance | NONE | $80,918 | not reported in the loaded dataset |
| Employee I | EMPLOYEE | $78,958 | not reported in the loaded dataset |
| Employee F | EMPLOYEE | $75,313 | not reported in the loaded dataset |
| Sun Life Capital Management LLC | NONE | $73,550 | not reported in the loaded dataset |
| Employee B | EMPLOYEE | $69,552 | not reported in the loaded dataset |
| Employee H | EMPLOYEE | $68,835 | not reported in the loaded dataset |
| Optumrx, Inc. | NONE | $62,035 | not reported in the loaded dataset |
| Employee M | EMPLOYEE | $59,829 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $53,622 | not reported in the loaded dataset |
| Feinberg, Dumont & Brennan | NONE | $50,907 | not reported in the loaded dataset |
| Zelis Claims Integrity Inc | NONE | $49,273 | not reported in the loaded dataset |
| Commonwealth Of Massachusetts | NONE | $38,030 | not reported in the loaded dataset |
| Boston Partners Global Investors | NONE | $34,810 | $0 |
| Meketa Investment Group | NONE | $33,375 | $0 |
| Union Labor Life Insurance Company | NONE | $31,724 | not reported in the loaded dataset |
| Loomis Sayles Lp | NONE | $29,741 | not reported in the loaded dataset |
| O'Reilly, Grosso Gross & Jones Pc | NONE | $29,500 | not reported in the loaded dataset |
| Midwest Institutional Trust Company | not reported in the loaded dataset | $23,075 | not reported in the loaded dataset |
| Alliance Bernstein | NONE | $18,037 | not reported in the loaded dataset |
| Davis Vision | NONE | $11,697 | not reported in the loaded dataset |
| Valenz Protekht, LLC | NONE | $10,000 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $9,019 | $0 |