Southern Ohio Painters Health & Welfare Fund — Form 5500 plan (Southern Ohio Painters Health & Welfare 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, Southern Ohio Painters Health & Welfare Fund is a benefit plan reported by Southern Ohio Painters Health & Welfare Fund under EIN 31-1063422 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,030 participants and $10,416,185 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southern Ohio Painters Health & Welfare Fund
- EIN
- 31-1063422
- Plan number
- 501
- Plan type
- 1
- Location
- Canfield, OH
- Latest filing year
- 2023
- Participants
- 1,030
- End-of-year plan assets
- $10,416,185
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,030 | H, C | 20241014170015NAL0013657491007 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,416,185
- Total liabilities (EOY)
- $1,139,019
- Net assets (EOY)
- $9,277,166
- Net assets (BOY)
- $10,733,195
Income & contributions
- Employer contributions
- $7,989,734
- Participant contributions
- $620,868
- Total contributions
- $8,610,602
- Total income / additions
- $9,365,867
Expenses & distributions
- Benefits paid
- $10,189,621
- Administrative expenses
- $632,275
- Total expenses
- $10,821,896
- Net increase / (decrease)
- -$1,456,029
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aetna | NONE | $267,529 | not reported in the loaded dataset | 2023 |
| Potts-Dupre, Hawkins, And Kramer | NONE | $108,863 | not reported in the loaded dataset | 2023 |
| Benesys, Inc. | NONE | $74,540 | not reported in the loaded dataset | 2023 |
| Part D Advisors | NONE | $43,867 | not reported in the loaded dataset | 2023 |
| Dgperry | NONE | $28,754 | not reported in the loaded dataset | 2023 |
| Fifth Third Bank Retirement Service | NONE | $21,409 | not reported in the loaded dataset | 2023 |
| Warren T. Smith | ASSISTANT ADMINISTRATOR | $20,400 | not reported in the loaded dataset | 2023 |
| Arthur J Gallagher Risk Mgt Serv | NONE | $12,642 | not reported in the loaded dataset | 2023 |
| United Actuarial Services Inc | NONE | $10,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southern Ohio Painters Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Canfield, OH
- Aetna — Schedule C compensation
- Potts-Dupre, Hawkins, And Kramer — Schedule C compensation
- Benesys, Inc. — Schedule C compensation
- Part D Advisors — Schedule C compensation
- Dgperry — Schedule C compensation
- Fifth Third Bank Retirement Service — Schedule C compensation
- Warren T. Smith — Schedule C compensation
- Arthur J Gallagher Risk Mgt Serv — Schedule C compensation
- United Actuarial Services Inc — Schedule C compensation