Painters And Allied Trades Local Union 197 Of Terre Haute, Indiana Money Purchase Pension Plan — Form 5500 plan (Bd Of Trustees Painters & Alld Tr)
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 And Allied Trades Local Union 197 Of Terre Haute, Indiana Money Purchase Pension Plan is a benefit plan reported by Bd Of Trustees Painters & Alld Tr under EIN 62-1569820 and plan number 001. The latest loaded filing year is 2023. The filing reports 136 participants and $6,255,456 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees Painters & Alld Tr
- EIN
- 62-1569820
- Plan number
- 001
- Plan type
- 1
- Location
- Terre Haute, IN
- Latest filing year
- 2023
- Participants
- 136
- End-of-year plan assets
- $6,255,456
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 136 | H, C | 20241125075342NAL0004550529001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,255,456
- Total liabilities (EOY)
- $8,184
- Net assets (EOY)
- $6,247,272
- Net assets (BOY)
- $5,524,857
Income & contributions
- Employer contributions
- $661,335
- Total contributions
- $661,335
- Total income / additions
- $1,176,265
Expenses & distributions
- Benefits paid
- $315,643
- Administrative expenses
- $138,207
- Total expenses
- $453,850
- Net increase / (decrease)
- $722,415
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sandra K. Reece | EMPLOYEE | $54,519 | not reported in the loaded dataset | 2023 |
| Sackrider & Company, Inc. | NONE | $17,857 | not reported in the loaded dataset | 2023 |
| First Financial Bank | NONE | $17,267 | not reported in the loaded dataset | 2023 |
| United Actuarial Services, Inc. | NONE | $11,563 | not reported in the loaded dataset | 2023 |
| Wright, Shagley, & Lowery, Pc | NONE | $6,065 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees Painters & Alld Tr
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Terre Haute, IN
- Sandra K. Reece — Schedule C compensation
- Sackrider & Company, Inc. — Schedule C compensation
- First Financial Bank — Schedule C compensation
- United Actuarial Services, Inc. — Schedule C compensation
- Wright, Shagley, & Lowery, Pc — Schedule C compensation