2023 Form 5500 filing — Painters And Allied Trades District Council No.35 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 20250414131042NAL0001761121002) for Painters And Allied Trades District Council No.35 Annuity Fund, reported by Painters Annuity Council No. 35 Annuity Fund under EIN 22-2489316 and plan number 001. It reports 6,051 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414131042NAL0001761121002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Painters Annuity Council No. 35 Annuity Fund
- EIN
- 22-2489316
- Plan number
- 001
- Location
- Roslindale, MA
- Participants
- 6,051
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $491,410,203
- Total liabilities (EOY)
- $2,003,909
- Net assets (EOY)
- $489,406,294
- Employer contributions
- $41,103,880
- Total income / additions
- $74,450,607
- Benefits paid
- $26,687,481
- Administrative expenses
- $2,323,992
- Total expenses
- $30,026,665
- Net increase / (decrease)
- $44,423,942
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sun Life Capital Management LLC | NONE | $450,452 | not reported in the loaded dataset |
| Pdc Administrative Fund | AFFILIATED FUND | $334,854 | not reported in the loaded dataset |
| American Realty Advisors | NONE | $244,689 | not reported in the loaded dataset |
| J.P. Morgan Investment Management | NONE | $141,814 | $0 |
| Ullico Investment Advisors Inc | NONE | $113,058 | not reported in the loaded dataset |
| Bny Mellon Asset Management Cayman | NONE | $74,111 | not reported in the loaded dataset |
| Walter Scott & Partners Limited | NONE | $0 | $72,628 |
| Meketa Investment Group | NONE | $67,875 | not reported in the loaded dataset |
| Neuberger Berman | NONE | $0 | $66,537 |
| Punch & Associates Investment Mgt | NONE | $64,760 | $0 |
| Victory Capital Management, Inc. | NONE | $48,124 | $0 |
| Midwest Institutional Trust Company | NONE | $46,886 | not reported in the loaded dataset |
| Ullico | NONE | $40,287 | $0 |
| Novak Francella LLC | NONE | $39,545 | not reported in the loaded dataset |
| Johcm (Usa) Inc | NONE | $35,692 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $32,100 | not reported in the loaded dataset |
| State Street Global Advisors Trust | NONE | $23,412 | $0 |
| Loomis Sayles Trust Company | NONE | $22,897 | not reported in the loaded dataset |
| Feinberg, Dumont And Brennan | NONE | $21,040 | not reported in the loaded dataset |
| Alliance Bernstein | NONE | $18,331 | not reported in the loaded dataset |
| The Segal Company | NONE | $14,156 | not reported in the loaded dataset |
| O'Reilly Grosso Gross & Jones Pc | NONE | $13,500 | not reported in the loaded dataset |
| Dimensional Fund Advisors Lp | NONE | $0 | $0 |
| Galliard Capital Management Inc | NONE | $0 | $0 |