District Council 82 Painting Industry Pension Plan — Form 5500 plan (Trustees Of District Council 82 Painting Industry Pension Plan)
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, District Council 82 Painting Industry Pension Plan is a benefit plan reported by Trustees Of District Council 82 Painting Industry Pension Plan under EIN 90-0585687 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,190 participants and $292,556,908 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of District Council 82 Painting Industry Pension Plan
- EIN
- 90-0585687
- Plan number
- 001
- Plan type
- 1
- Location
- Bloomington, MN
- Latest filing year
- 2023
- Participants
- 2,190
- End-of-year plan assets
- $292,556,908
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,190 | H, C | 20241015082809NAL0055199202005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $292,556,908
- Total liabilities (EOY)
- $169,798
- Net assets (EOY)
- $292,387,110
- Net assets (BOY)
- $266,131,136
Income & contributions
- Employer contributions
- $14,623,401
- Total contributions
- $14,623,401
- Total income / additions
- $45,213,803
Expenses & distributions
- Benefits paid
- $17,536,423
- Administrative expenses
- $1,421,406
- Total expenses
- $18,957,829
- Net increase / (decrease)
- $26,255,974
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zacks Investment Management | NONE | $121,138 | not reported in the loaded dataset | 2023 |
| Wilson-Mcshane Corporation | NONE | $117,000 | not reported in the loaded dataset | 2023 |
| Manning & Napier | NONE | $105,754 | not reported in the loaded dataset | 2023 |
| Asb Capital Management, LLC | NONE | $103,080 | not reported in the loaded dataset | 2023 |
| The Mckeogh Company | NONE | $102,000 | not reported in the loaded dataset | 2023 |
| Mairs & Power, Inc. | NONE | $97,083 | $0 | 2023 |
| Union Bank & Trust | NONE | $85,552 | $0 | 2023 |
| Whitestar | NONE | $83,788 | not reported in the loaded dataset | 2023 |
| Boyd Watterson | NONE | $78,708 | not reported in the loaded dataset | 2023 |
| Dearborn Partners | NONE | $67,889 | not reported in the loaded dataset | 2023 |
| Standard Valuations, Inc. | NONE | $63,666 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners | NONE | $58,769 | not reported in the loaded dataset | 2023 |
| Deprince, Race, & Zollo, Inc. | NONE | $54,732 | $0 | 2023 |
| Eagle Capital Management, LLC | NONE | $43,669 | $0 | 2023 |
| Shumaker, Loop & Kendrick, Llp | NONE | $38,834 | not reported in the loaded dataset | 2023 |
| Mcgrann Shea Carnival Straughn | NONE | $34,993 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $26,000 | not reported in the loaded dataset | 2023 |
| Fr Secure | NONE | $14,654 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of District Council 82 Painting Industry Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Bloomington, MN
- Zacks Investment Management — Schedule C compensation
- Wilson-Mcshane Corporation — Schedule C compensation
- Manning & Napier — Schedule C compensation
- Asb Capital Management, LLC — Schedule C compensation
- The Mckeogh Company — Schedule C compensation
- Mairs & Power, Inc. — Schedule C compensation
- Union Bank & Trust — Schedule C compensation
- Whitestar — Schedule C compensation
- Boyd Watterson — Schedule C compensation
- Dearborn Partners — Schedule C compensation
- Standard Valuations, Inc. — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation
- Deprince, Race, & Zollo, Inc. — Schedule C compensation
- Eagle Capital Management, LLC — Schedule C compensation
- Shumaker, Loop & Kendrick, Llp — Schedule C compensation
- Mcgrann Shea Carnival Straughn — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Fr Secure — Schedule C compensation