Plan5500

2023 Form 5500 filing — Phoenix Painters' Pension Trust 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 20250912174327NAL0004118354001) for Phoenix Painters' Pension Trust Fund, reported by Phoenix Painters' Pension Trust Fund under EIN 86-6068085 and plan number 001. It reports 704 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250912174327NAL0004118354001
Filing year
2023
Form type
1
Plan sponsor
Phoenix Painters' Pension Trust Fund
EIN
86-6068085
Plan number
001
Location
Phoenix, AZ
Participants
704
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$27,980,589
Total liabilities (EOY)
$23,657
Net assets (EOY)
$27,956,932
Employer contributions
$961,204
Total income / additions
$6,195,028
Benefits paid
$976,707
Administrative expenses
$246,389
Total expenses
$1,223,096
Net increase / (decrease)
$4,971,932
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
The Segal CompanyNONE OTHER THAN CONTRACT$72,388not reported in the loaded dataset
Southwest Service AdministratorsNONE OTHER THAN CONTRACT$70,624not reported in the loaded dataset
Merrill LynchNONE OTHER THAN CONTRACT$18,096not reported in the loaded dataset
Segal SelectNONE OTHER THAN CONTRACT$15,462not reported in the loaded dataset
Bank Of ArizonaNONE OTHER THAN CONTRACT$13,782not reported in the loaded dataset
Baldwin Moffitt Behm LlpNONE OTHER THAN CONTRACT$11,041not reported in the loaded dataset
The Kelley Law GroupNONE OTHER THAN CONTRACT$8,467not reported in the loaded dataset

Related Form 5500 pages