Bay Area Painters & Tapers Pension Trust — Form 5500 plan (Bay Area Painters & Tapers Pension Trust)
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, Bay Area Painters & Tapers Pension Trust is a benefit plan reported by Bay Area Painters & Tapers Pension Trust under EIN 94-6276501 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,877 participants and $643,715,405 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bay Area Painters & Tapers Pension Trust
- EIN
- 94-6276501
- Plan number
- 001
- Plan type
- 1
- Location
- Dublin, CA
- Latest filing year
- 2023
- Participants
- 8,877
- End-of-year plan assets
- $643,715,405
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,877 | H, C | 20250228172449NAL0000867907001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $643,715,405
- Total liabilities (EOY)
- $727,075
- Net assets (EOY)
- $642,988,330
- Net assets (BOY)
- $579,092,425
Income & contributions
- Employer contributions
- $38,138,262
- Participant contributions
- $2,920,216
- Total contributions
- $41,058,478
- Total income / additions
- $109,302,859
Expenses & distributions
- Benefits paid
- $40,989,095
- Administrative expenses
- $4,417,859
- Total expenses
- $45,406,954
- Net increase / (decrease)
- $63,895,905
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sierra Investment Managers | NONE | $758,551 | $0 | 2023 |
| Health Services & Benefit Admin | NONE | $724,080 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown | NONE | $515,570 | $0 | 2023 |
| Saltzman & Johnson | NONE | $357,847 | $0 | 2023 |
| Washington Capital | NONE | $227,631 | $0 | 2023 |
| Us Bank | NONE | $179,856 | $0 | 2023 |
| Dodge & Cox | NONE | $160,040 | $0 | 2023 |
| Foundry Partners | NONE | $132,683 | $24,105 | 2023 |
| Segal Co | NONE | $144,216 | not reported in the loaded dataset | 2023 |
| Fiera Capital | NONE | $135,760 | $3,349 | 2023 |
| Ullico | NONE | $124,398 | $0 | 2023 |
| Asb Allegiance Real Estate Fund | NONE | $120,833 | $0 | 2023 |
| Loomis Sayles | NONE | $106,348 | not reported in the loaded dataset | 2023 |
| Graystone Consulting | NONE | $80,000 | $0 | 2023 |
| Eide Bailly Llp | NONE | $46,008 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bay Area Painters & Tapers Pension Trust
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Dublin, CA
- Sierra Investment Managers — Schedule C compensation
- Health Services & Benefit Admin — Schedule C compensation
- Withumsmith+Brown — Schedule C compensation
- Saltzman & Johnson — Schedule C compensation
- Washington Capital — Schedule C compensation
- Us Bank — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- Foundry Partners — Schedule C compensation
- Segal Co — Schedule C compensation
- Fiera Capital — Schedule C compensation
- Ullico — Schedule C compensation
- Asb Allegiance Real Estate Fund — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- Graystone Consulting — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation