Bay Area Painters & Tapers Annuity Fund — Form 5500 plan (Bay Area Painters & Tapers Annuity 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, Bay Area Painters & Tapers Annuity Fund is a benefit plan reported by Bay Area Painters & Tapers Annuity Fund under EIN 94-6276501 and plan number 002. The latest loaded filing year is 2023. The filing reports 12,660 participants and $503,649,133 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bay Area Painters & Tapers Annuity Fund
- EIN
- 94-6276501
- Plan number
- 002
- Plan type
- 1
- Location
- Dublin, CA
- Latest filing year
- 2023
- Participants
- 12,660
- End-of-year plan assets
- $503,649,133
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12,660 | H, C | 20241230210302NAL0016483153001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $503,649,133
- Total liabilities (EOY)
- $201,111
- Net assets (EOY)
- $503,448,022
- Net assets (BOY)
- $438,709,916
Income & contributions
- Employer contributions
- $55,700,612
- Total contributions
- $55,700,612
- Total income / additions
- $110,990,375
Expenses & distributions
- Benefits paid
- $45,237,952
- Administrative expenses
- $1,014,317
- Total expenses
- $46,252,269
- Net increase / (decrease)
- $64,738,106
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Plan Svs | NONE | $406,063 | $0 | 2023 |
| Hsba | NONE | $328,642 | not reported in the loaded dataset | 2023 |
| Graystone Consulting | NONE | $125,000 | not reported in the loaded dataset | 2023 |
| Saltzman And Johnson | NONE | $47,998 | not reported in the loaded dataset | 2023 |
| Eide Bailly Llp | NONE | $28,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bay Area Painters & Tapers Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Dublin, CA
- John Hancock Retirement Plan Svs — Schedule C compensation
- Hsba — Schedule C compensation
- Graystone Consulting — Schedule C compensation
- Saltzman And Johnson — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation