International Painters And Allied Trades Industry Annuity Plan — Form 5500 plan (Intl Painters & Allied Trades Ind. Pension 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, International Painters And Allied Trades Industry Annuity Plan is a benefit plan reported by Intl Painters & Allied Trades Ind. Pension Fund- under EIN 52-6073909 and plan number 002. The latest loaded filing year is 2023. The filing reports 23,036 participants and $621,995,078 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Intl Painters & Allied Trades Ind. Pension Fund-
- EIN
- 52-6073909
- Plan number
- 002
- Plan type
- 1
- Location
- Hanover, MD
- Latest filing year
- 2023
- Participants
- 23,036
- End-of-year plan assets
- $621,995,078
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 23,036 | H, C | 20241002194858NAL0005147491001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $621,995,078
- Total liabilities (EOY)
- $1,662,439
- Net assets (EOY)
- $620,332,639
- Net assets (BOY)
- $578,532,423
Income & contributions
- Employer contributions
- $48,162,497
- Total contributions
- $48,162,497
- Total income / additions
- $102,643,413
Expenses & distributions
- Benefits paid
- $57,617,528
- Administrative expenses
- $3,225,669
- Total expenses
- $60,843,197
- Net increase / (decrease)
- $41,800,216
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman | NONE | $569,800 | not reported in the loaded dataset | 2023 |
| Tucker Arensberg Pc | NONE | $357,023 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $177,788 | $0 | 2023 |
| Scott Roberie | EMPLOYEE | $0 | $91,186 | 2023 |
| Maudeline Quarrie | EMPLOYEE | $0 | $89,769 | 2023 |
| Novak Francella LLC | NONE | $80,335 | not reported in the loaded dataset | 2023 |
| Vitech Systems Group | NONE | $79,971 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | NONE | $65,539 | not reported in the loaded dataset | 2023 |
| Wilson Mcshane Corporation | NONE | $64,069 | not reported in the loaded dataset | 2023 |
| Alexis Cox | EMPLOYEE | $0 | $63,020 | 2023 |
| Parametric Portfolio Associates LLC | NONE | $59,625 | not reported in the loaded dataset | 2023 |
| Ebony Dozier | EMPLOYEE | $0 | $58,177 | 2023 |
| Terry Nelson | EMPLOYEE | $0 | $54,428 | 2023 |
| Wellington Trust Company | NONE | $52,111 | not reported in the loaded dataset | 2023 |
| Northern Trust Golbal Investments | NONE | $51,439 | not reported in the loaded dataset | 2023 |
| Bredhoff & Kaiser | NONE | $50,832 | not reported in the loaded dataset | 2023 |
| Marji Smith | EMPLOYEE | $0 | $49,745 | 2023 |
| Michelle Ababneh | EMPLOYEE | $0 | $49,100 | 2023 |
| Ashley Kern | EMPLOYEE | $0 | $46,147 | 2023 |
| Gosaye Kidanemariam | EMPLOYEE | $0 | $45,136 | 2023 |
| Eric Olean | EMPLOYEE | $0 | $40,071 | 2023 |
| Laurie Hand | EMPLOYEE | $0 | $39,281 | 2023 |
| Luz Rodriguez | EMPLOYEE | $0 | $38,590 | 2023 |
| Jacquiline Courtien | EMPLOYEE | $0 | $37,749 | 2023 |
| Adam Boston | EMPLOYEE | $0 | $35,217 | 2023 |
| Jerry Shipp | EMPLOYEE | $0 | $34,241 | 2023 |
| Michael Kaufman | EMPLOYEE | $0 | $33,729 | 2023 |
| Brady Nelson | EMPLOYEE | $0 | $29,853 | 2023 |
| Amy Mcelory | EMPLOYEE | $0 | $29,776 | 2023 |
| James Bogart | EMPLOYEE | $0 | $25,897 | 2023 |
| Mc Credit Partners | NONE | $0 | $18,828 | 2023 |
| Frank M Vaccaro & Associates | NONE | $11,457 | not reported in the loaded dataset | 2023 |
| Christensen, James & Martin | NONE | $11,155 | not reported in the loaded dataset | 2023 |
| Amsar (District Council 36) | NONE | $7,328 | not reported in the loaded dataset | 2023 |
| Ullico | NONE | $7,254 | $0 | 2023 |
| Xpan Law Group LLC | NONE | $6,801 | not reported in the loaded dataset | 2023 |
| Marquette Associates | NONE | $6,666 | not reported in the loaded dataset | 2023 |
| Franisco Partners | NONE | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Intl Painters & Allied Trades Ind. Pension Fund-
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Hanover, MD
- Milliman — Schedule C compensation
- Tucker Arensberg Pc — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Scott Roberie — Schedule C compensation
- Maudeline Quarrie — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Vitech Systems Group — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Wilson Mcshane Corporation — Schedule C compensation
- Alexis Cox — Schedule C compensation
- Parametric Portfolio Associates LLC — Schedule C compensation
- Ebony Dozier — Schedule C compensation
- Terry Nelson — Schedule C compensation
- Wellington Trust Company — Schedule C compensation
- Northern Trust Golbal Investments — Schedule C compensation
- Bredhoff & Kaiser — Schedule C compensation
- Marji Smith — Schedule C compensation
- Michelle Ababneh — Schedule C compensation
- Ashley Kern — Schedule C compensation
- Gosaye Kidanemariam — Schedule C compensation
- Eric Olean — Schedule C compensation
- Laurie Hand — Schedule C compensation
- Luz Rodriguez — Schedule C compensation
- Jacquiline Courtien — Schedule C compensation
- Adam Boston — Schedule C compensation
- Jerry Shipp — Schedule C compensation
- Michael Kaufman — Schedule C compensation
- Brady Nelson — Schedule C compensation
- Amy Mcelory — Schedule C compensation
- James Bogart — Schedule C compensation
- Mc Credit Partners — Schedule C compensation
- Frank M Vaccaro & Associates — Schedule C compensation
- Christensen, James & Martin — Schedule C compensation
- Amsar (District Council 36) — Schedule C compensation
- Ullico — Schedule C compensation
- Xpan Law Group LLC — Schedule C compensation
- Marquette Associates — Schedule C compensation
- Franisco Partners — Schedule C compensation