Plan Snapshot
- Plan Sponsor: Intl Painters & Allied Trades Ind. Pension Fund- Board Of Trustees
- Sponsor EIN: 526073909
- Sponsor Address: 7234 PARKWAY DRIVE, HANOVER, MD, 210761307
- Plan Type: DB
- Total Participants: 43,757
- Total Assets: $4.5B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 43,757 | $4.5B | $438.9M | $0 |
| 2023 | 45,029 | $4.2B | $407.2M | $0 |
| 2022 | 44,973 | $3.9B | $374.8M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| TUCKER ARENSBERG PC | NONE | $2,425,327 | — | $2,425,327 |
| INTL UNION OF PAINTERS & ALLIED TRA | RELATED ORGANIZATION | $1,269,900 | — | $1,269,900 |
| VITECH SYSTEMS GROUP INC | NONE | $1,161,278 | — | $1,161,278 |
| VERUS ADVISORY, INC. | NONE | $671,005 | — | $671,005 |
| PAINTING INDUSTRY INSURANCE & ANNUI | NONE | $670,612 | — | $670,612 |
| WITHUM PLUS | NONE | $648,774 | — | $648,774 |
| NORTHERN TRUST CORPORATION | NONE | $636,520 | — | $636,520 |
| NOVAK FRANCELLA LLC | NONE | $419,662 | — | $419,662 |
| DAN WILLIAMS | EMPLOYEE | $362,735 | — | $362,735 |
| ACADIAN ASSET MANAGEMENT LLC | NONE | $341,685 | — | $341,685 |
| ADAM BOSTON | EMPLOYEE | $341,211 | — | $341,211 |
| THE SEGAL COMPANY, INC. | NONE | $332,150 | — | $332,150 |
| NEPC LLC | NONE | $330,019 | — | $330,019 |
| SCHULTHEIS & PANETTIERI, LLP | NONE | $320,402 | — | $320,402 |
| BREDHOFF & KAISER | NONE | $284,791 | — | $284,791 |
| ULLICO INVESTMENT ADVISORS, INC. | NONE | $278,660 | — | $278,660 |
| MARSHALL & MOSS PAYROLL COMPLIANCE | NONE | — | $253,664 | $253,664 |
| CHARTWELL INVESTMENT PARTNERS LP | NONE | $247,683 | — | $247,683 |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | NONE | $244,742 | — | $244,742 |
| THE UNION LABOR LIFE INSURANCE CO. | NONE | $233,873 | — | $233,873 |
| LAURIE HAND | EMPLOYEE | $231,850 | — | $231,850 |
| MICHAEL KAUFMAN | EMPLOYEE | $231,801 | — | $231,801 |
| ASB CAPITAL MANAGEMENT | NONE | $228,313 | — | $228,313 |
| CRESCENT CAPITAL GROUP LP | NONE | — | $214,238 | $214,238 |
| BRADY NELSON | EMPLOYEE | $195,773 | — | $195,773 |
| JAMES BOGART | EMPLOYEE | $195,439 | — | $195,439 |
| MARQUETTE ASSOCIATES, INC. | NONE | $190,740 | — | $190,740 |
| SCHRODER INVESTMENT MANAGEMENT NORT | NONE | — | $180,950 | $180,950 |
| N'DIA WILLIAMS | EMPLOYEE | $170,029 | — | $170,029 |
| SCOTT ROBERIE | EMPLOYEE | $161,975 | — | $161,975 |
| MICHAEL O'MALLEY | EMPLOYEE | $160,016 | — | $160,016 |
| PERRY PARKER | EMPLOYEE | $159,662 | — | $159,662 |
| WHITEHORSE LIQUIDTY PARTNERS IV LP | NONE | $158,252 | — | $158,252 |
| GOSAYE KIDANEMARIAM | EMPLOYEE | $157,515 | — | $157,515 |
| NICKETT BOATWRIGHT | EMPLOYEE | $152,645 | — | $152,645 |
| CLINT BEAULIEU | EMPLOYEE | $142,115 | — | $142,115 |
| CHRISTINA EMMEL | EMPLOYEE | $138,579 | — | $138,579 |
| ANDREW HARDING | EMPLOYEE | $133,449 | — | $133,449 |
| JENNIFER RUHLING | EMPLOYEE | $129,786 | — | $129,786 |
| JULIET GRAY | EMPLOYEE | $129,214 | — | $129,214 |
| PRUDENTIAL RETIREMENT & ANNUITY INS | NONE | $128,760 | — | $128,760 |
| JORDAN KLINE | EMPLOYEE | $125,336 | — | $125,336 |
| FOLOTOTO AIOLUPOTEA | EMPLOYEE | $124,857 | — | $124,857 |
| ALEXIS COX | EMPLOYEE | $124,009 | — | $124,009 |
| WALE OPARINDE | EMPLOYEE | $120,208 | — | $120,208 |
| TRIVE STRUCTURED CAPITAL PRTNRS LP | NONE | — | $117,415 | $117,415 |
| JACQUELINE COURTIEN | EMPLOYEE | $116,713 | — | $116,713 |
| EVENZIER NANALIG, JR | EMPLOYEE | $114,074 | — | $114,074 |
| CORNELIUS NORRIS | EMPLOYEE | $112,545 | — | $112,545 |
| ASHLEY SOSA | EMPLOYEE | $109,473 | — | $109,473 |
| CHIFFONIA LLOYD | EMPLOYEE | $108,273 | — | $108,273 |
| CHRISTENSEN JAMES & MARTIN | NONE | $108,092 | — | $108,092 |
| MARY HARRIS | EMPLOYEE | $106,385 | — | $106,385 |
| WASHINGTON CAPITAL MANAGEMENT INC | NONE | $104,530 | — | $104,530 |
| LAUREN ERVIN | EMPLOYEE | $101,805 | — | $101,805 |
| BRANDI SCHMIDT | EMPLOYEE | $101,646 | — | $101,646 |
| ROCHELLE STEPHENS | EMPLOYEE | $101,549 | — | $101,549 |
| ERIC OLEAN | EMPLOYEE | $101,029 | — | $101,029 |
| CRYSTAL HAAS | EMPLOYEE | $99,160 | — | $99,160 |
| JARSO FEYISA | EMPLOYEE | $98,583 | — | $98,583 |
| LAUREN BROWN | EMPLOYEE | $97,604 | — | $97,604 |
| RAVEN CLAY | EMPLOYEE | $96,304 | — | $96,304 |
| BRENDA QUEST | EMPLOYEE | $94,889 | — | $94,889 |
| JENNIFER ROLLINS | EMPLOYEE | $89,995 | — | $89,995 |
| AMY MCELORY | EMPLOYEE | $87,051 | — | $87,051 |
| AMYTHEST TEMPLE | EMPLOYEE | $86,549 | — | $86,549 |
| VANESSA HENDERSON | EMPLOYEE | $78,251 | — | $78,251 |
| HEIDI KERN | EMPLOYEE | $78,171 | — | $78,171 |
| STATE STREET GLOBAL ADVISORS TRUST | NONE | $74,141 | — | $74,141 |
| MAUDELINE QUARRIE | EMPLOYEE | $73,645 | — | $73,645 |
| XPAN LAW GROUP, LLC | NONE | $72,540 | — | $72,540 |
| SHEENA WILLIAMS | EMPLOYEE | $68,985 | — | $68,985 |
| J'MIA TILLMAN | EMPLOYEE | $65,910 | — | $65,910 |
| ALSWEET ASSOCIATES | NONE | $65,364 | — | $65,364 |
| MARJI SMITH | EMPLOYEE | $64,843 | — | $64,843 |
| LUZ RODRIGUEZ | EMPLOYEE | $63,904 | — | $63,904 |
| ASIA ALTERNATIVES MANAGEMENT LLC | NONE | $63,794 | — | $63,794 |
| JULIETA SPENARD | EMPLOYEE | $62,260 | — | $62,260 |
| EBONY DOZIER | EMPLOYEE | $61,700 | — | $61,700 |
| THOMA BRAVO LLC | NONE | $60,578 | — | $60,578 |
| BERRY & CO. CPAS | NONE | $59,790 | — | $59,790 |
| JERRY SHIPP JR. | EMPLOYEE | $56,069 | — | $56,069 |
| BNY MELLON | NONE | $18,106 | $37,865 | $55,971 |
| PACIFIC SOUTHWEST ADMINISTRATORS | NONE | $54,344 | — | $54,344 |
| WILSON-MCSHANE CORPORATION | NONE | $53,703 | — | $53,703 |
| LEGACY PROFESSIONALS, LLP | NONE | $53,573 | — | $53,573 |
| KELLY PRESS INC | NONE | $50,247 | — | $50,247 |
| ASHLEY KERN | EMPLOYEE | $48,677 | — | $48,677 |
| KYSHAWNA SYE | EMPLOYEE | $47,022 | — | $47,022 |
| CLAUDIA FONSECA-GIRALDO | EMPLOYEE | $44,273 | — | $44,273 |
| MELLISA LEIGHT | EMPLOYEE | $42,853 | — | $42,853 |
| RUBINBROWN LLP | NONE | $41,485 | — | $41,485 |
| ROMOLO & ASSOCIATES, LLC | NONE | $36,970 | — | $36,970 |
| IUPAT DISTRICT COUNCIL NO 21 WELFAR | NONE | $36,767 | — | $36,767 |
| ANDREW HERMAN | EMPLOYEE | $35,275 | — | $35,275 |
| RICHARD J. WOLF AND CO. | NONE | $31,926 | — | $31,926 |
| FRANK M. VACCARO & ASSOCIATES INC | NONE | $31,813 | — | $31,813 |
| MELISSA DORR | EMPLOYEE | $31,056 | — | $31,056 |
| BLACKROCK INSTITUTIONAL TRUST COMPA | NONE | $29,325 | — | $29,325 |
| MICHELE ABABNEH | EMPLOYEE | $29,281 | — | $29,281 |
| NOAH BRYANT | EMPLOYEE | $28,697 | — | $28,697 |
| NATALIE CUESTA | EMPLOYEE | $27,154 | — | $27,154 |
| ROTHNER, SEGALL & GREENSTONE | NONE | $18,096 | — | $18,096 |
| KPS CAPITAL PARTNERS, LP | NONE | $17,396 | — | $17,396 |
| ADP PAYROLL SERVICES | NONE | $16,892 | — | $16,892 |
| BFI PRINTING & MAILING SERVICES | NONE | $16,726 | — | $16,726 |
| WOHLNER KAPLON CUTLER HALOFORD & RO | NONE | $15,425 | — | $15,425 |
| BENESYS, INC. | NONE | $13,209 | — | $13,209 |
| THE URBAN LAW FIRM | NONE | $12,110 | — | $12,110 |
| WATKINS, PAWLICK, CALATI & PRIFITI | NONE | $11,883 | — | $11,883 |
| DATABANK IMX | NONE | $11,136 | — | $11,136 |
| NEEDLES & ASSOCIATES, LLC | NONE | $11,113 | — | $11,113 |
| O'BRIEN, BELLAND & BUSHINSKY, LLC | NONE | $10,251 | — | $10,251 |
| KENNEDY LAW FIRM | NONE | $10,181 | — | $10,181 |
| BERGER SINGERMAN, LLP | NONE | $10,176 | — | $10,176 |
| NORTHWESTERN OHIO ADMINISTRATORS IN | NONE | $10,033 | — | $10,033 |
| LIPSITZ, GREEN, SCIME, CAMERIA, LLP | NONE | $8,074 | — | $8,074 |
| STEFANSKY, HOLLOWAY & NICHOLAS | NONE | $6,926 | — | $6,926 |
| CAVANAGH & O'HARA, LLP | NONE | $5,783 | — | $5,783 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TUCKER ARENSBERG PC — NONE
- WITHUM PLUS — NONE
- NOVAK FRANCELLA LLC — NONE
- NEPC LLC — NONE
- SCHULTHEIS & PANETTIERI, LLP — NONE
- BREDHOFF & KAISER — NONE
- THE UNION LABOR LIFE INSURANCE CO. — NONE
- LEGACY PROFESSIONALS, LLP — NONE
- RUBINBROWN LLP — NONE
- NEEDLES & ASSOCIATES, LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,799,635
- Estimated Expense Ratio: 0.435% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $24,119,874 | $3,240,661 | $566,723 | $159,120 | — |
| 2023 | $26,330,320 | $4,218,667 | $238,487 | $160,076 | — |
| 2022 | $17,482,844 | $4,012,114 | — | — | $3,210,365 |