Painters District Council No. 4 Health And Welfare — Form 5500 plan (Painters District Council No. 4 Health And Welfare Trust Fund)
Plain-English plan 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, Painters District Council No. 4 Health And Welfare is a benefit plan reported by Painters District Council No. 4 Health And Welfare Trust Fund under EIN 16-6070541 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,473 participants and $36,538,402 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Painters District Council No. 4 Health And Welfare Trust Fund
- EIN
- 16-6070541
- Plan number
- 501
- Plan type
- 1
- Location
- Cheektowaga, NY
- Latest filing year
- 2023
- Participants
- 1,473
- End-of-year plan assets
- $36,538,402
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,473 | H, C | 20241219163227NAL0005107185002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,538,402
- Total liabilities (EOY)
- $2,323,231
- Net assets (EOY)
- $34,215,171
- Net assets (BOY)
- $30,681,442
Income & contributions
- Employer contributions
- $15,219,850
- Participant contributions
- $679,810
- Total contributions
- $15,899,660
- Total income / additions
- $19,031,374
Expenses & distributions
- Benefits paid
- $14,229,507
- Administrative expenses
- $1,268,138
- Total expenses
- $15,497,645
- Net increase / (decrease)
- $3,533,729
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sue Bernat | EMPLOYEE | $119,098 | not reported in the loaded dataset | 2023 |
| Segal Company | NONE | $105,000 | not reported in the loaded dataset | 2023 |
| Tronconi Segarra & Associates Llp | NONE | $72,509 | not reported in the loaded dataset | 2023 |
| Wendy Styn | EMPLOYEE | $56,002 | not reported in the loaded dataset | 2023 |
| Nancy Haddad | EMPLOYEE | $50,925 | not reported in the loaded dataset | 2023 |
| Lipsitz Green Scime Cambria Llp | NONE | $50,520 | not reported in the loaded dataset | 2023 |
| Velitchka Kireva | EMPLOYEE | $44,332 | not reported in the loaded dataset | 2023 |
| Victoria Antonicelli | EMPLOYEE | $39,872 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $35,361 | not reported in the loaded dataset | 2023 |
| Pca Technology Group | NONE | $28,990 | not reported in the loaded dataset | 2023 |
| Wilmington Trust | NONE | $22,112 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Painters District Council No. 4 Health And Welfare Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Cheektowaga, NY
- Sue Bernat — Schedule C compensation
- Segal Company — Schedule C compensation
- Tronconi Segarra & Associates Llp — Schedule C compensation
- Wendy Styn — Schedule C compensation
- Nancy Haddad — Schedule C compensation
- Lipsitz Green Scime Cambria Llp — Schedule C compensation
- Velitchka Kireva — Schedule C compensation
- Victoria Antonicelli — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Pca Technology Group — Schedule C compensation
- Wilmington Trust — Schedule C compensation