# Trustees Of District Council 82 Painting Industry Pension Plan DB Plan
Source: https://planprovider.pro/companies/trustees-of-district-council-82-painting-industry-pension-plan-plan

> Trustees Of District Council 82 Painting Industry Pension Plan's DB plan: 920 participants, plan year 2024 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of District Council 82 Painting Industry Pension Plan

- **Sponsor EIN:** 900585687

- **Sponsor Address:** 3001 METRO DRIVE, SUITE 500, BLOOMINGTON, MN, 554251617

- **Plan Type:** DB

- **Total Participants:** 920

- **Total Assets:** $318.8M

## 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|920|$318.8M|$14.3M|$0|

| 2023|939|$292.6M|$14.6M|$0|

| 2022|984|$266.4M|$14.9M|$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|

| ZACKS INVESTMENT MANAGEMENT|NONE|$138,637|—|$138,637|

| WILSON-MCSHANE CORPORATION|NONE|$120,000|—|$120,000|

| UNION BANK & TRUST|NONE|$112,359|—|$112,359|

| THE MCKEOGH COMPANY|NONE|$105,000|—|$105,000|

| MAIRS & POWER, INC.|NONE|$92,608|—|$92,608|

| MANNING & NAPIER|NONE|$88,461|—|$88,461|

| WHITESTAR ADVISORS, LLC|NONE|$82,910|—|$82,910|

| NATIONAL INVESTMENT SERVICES|NONE|$80,754|—|$80,754|

| ASB CAPITAL MANAGEMENT, LLC|NONE|$79,086|—|$79,086|

| SHUMAKER, LOOP & KENDRICK, LLP|NONE|$68,656|—|$68,656|

| DEARBORN PARTNERS|NONE|$68,236|—|$68,236|

| STANDARD VALUATIONS, INC.|NONE|$60,467|—|$60,467|

| DEPRINCE, RACE, & ZOLLO, INC.|NONE|$60,350|—|$60,350|

| CHARTWELL INVESTMENT PARTNERS|NONE|$35,045|—|$35,045|

| LEGACY PROFESSIONALS LLP|NONE|$27,250|—|$27,250|

| BOYD WATTERSON|NONE|$15,902|—|$15,902|

| FR SECURE|NONE|$6,279|—|$6,279|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [UNION BANK & TRUST](https://planprovider.pro/provider/the-wagner-law-group) — NONE

- [MANNING & NAPIER](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [LEGACY PROFESSIONALS LLP](https://planprovider.pro/provider/legacy-professionals-llp) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,242,000

- **Estimated Expense Ratio:** 0.390% 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|$1,374,367|$802,456|$81,000|$27,250|—|

| 2023|$1,421,406|$881,747|$78,000|$26,000|—|

| 2022|$1,522,676|$1,072,847|$75,000|—|$258,943|

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