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Original filing (PDF)20251002142533NAL0000391795005
INTL PAINTERS & ALLIED TRADES IND. PENSION FUND-
Form 5500
FILING_RECEIVED
INTERNATIONAL PAINTERS AND ALLIED TRADES INDUSTRY ANNUITY PLAN
Defined-contribution retirement plan
Signals · 2
No recordkeeper disclosed39 service providers
Active participants
25,636
Accounts w/ balance
24,603
Plan assets (EOY)
$643.7M
Net assets (EOY)
$634.6M
How this plan invests
This plan
10 pooled trusts
Schedule D
10 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 26 bps in Schedule C fees — 339% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTL PAINTERS & ALLIED TRADES IND. PENSION FUND-.
Plan sponsor
Name
INTL PAINTERS & ALLIED TRADES IND. PENSION FUND-
DBA
BOARD OF TRUSTEES
EIN
52-6073909
Address
7234 PARKWAY DRIVE · HANOVER, MD · 210761307
Phone
(410) 564-5500
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
NOVAK FRANCELLA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
39 rowsOther
39| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN | 91-0675641 | — | NONE | $1.0M | — |
| TUCKER ARENSBERG PC | 25-1425735 | — | NONE | $144K | — |
| VITECH SYSTEMS GROUP | 13-3785492 | — | NONE | $137K | — |
| VERUS ADVISORY, INC. | 91-1320111 | — | NONE | $85K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $71K | — |
| NORTHERN TRUST GLOBAL INVESTMENTS | 45-6138589 | — | NONE | $70K | — |
| PIIAF DC 9 | 13-5600369 | — | NONE | $46K | — |
| NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $40K | — |
| CHRISTENSEN, JAMES & MARTIN | 88-0330040 | — | NONE | $13K | — |
| MARQUETTE ASSOCIATES | 36-3485298 | — | NONE | $10K | — |
| RICHARD J WOLF AND COMPANY INC | 36-3182363 | — | NONE | $9K | — |
| XPAN LAW GROUP LLC | 81-5145649 | — | NONE | $9K | — |
| NEPC, LLC | 26-1429809 | — | NONE | $8K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $7K | — |
| AMSAR (DISTRICT COUNCIL 36) | 98-1082040 | — | NONE | $6K | — |
| WILSON MCSHANE CORPORATION | 41-0956552 | — | NONE | $6K | — |
| KYSHAWNA SYE | 52-6073909 | — | EMPLOYEE | $0 | — |
| LUZ RODRIGUEZ | 52-6073909 | — | EMPLOYEE | $0 | — |
| JACQUILINE COURTIEN | 52-6073909 | — | EMPLOYEE | $0 | — |
| MC CREDIT PARTNERS | 46-2738205 | — | NONE | $0 | — |
| AMY MCELORY | 52-6073909 | — | EMPLOYEE | $0 | — |
| JERRY SHIPP | 52-6073909 | — | EMPLOYEE | $0 | — |
| GOSAYE KIDANEMARIAM | 52-6073909 | — | EMPLOYEE | $0 | — |
| BRENDA QUEST | 52-6073909 | — | EMPLOYEE | $0 | — |
| CHRISTINA EMMEL | 52-6073909 | — | EMPLOYEE | $0 | — |
| MICHELLE ABABNEH | 52-6073909 | — | EMPLOYEE | $0 | — |
| LAUREN BROWN | 52-6073909 | — | EMPLOYEE | $0 | — |
| ROXANNE MUNDO | 52-6073909 | — | EMPLOYEE | $0 | — |
| BRADY NELSON | 52-6073909 | — | EMPLOYEE | $0 | — |
| JAMES BOGART | 52-6073909 | — | EMPLOYEE | $0 | — |
| NATALIE CUESTA | 52-6073909 | — | EMPLOYEE | $0 | — |
| FRANISCO PARTNERS | 94-3339666 | — | NONE | $0 | — |
| JULIET GRAY | 52-6073909 | — | EMPLOYEE | $0 | — |
| ASHLEY KERN | 52-6073909 | — | EMPLOYEE | $0 | — |
| MARJI SMITH | 52-6073909 | — | EMPLOYEE | $0 | — |
| MAUDELINE QUARRIE | 52-6073909 | — | EMPLOYEE | $0 | — |
| EBONY DOZIER | 52-6073909 | — | EMPLOYEE | $0 | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
| JULIETA SPENARD | 52-6073909 | — | EMPLOYEE | $0 | — |
Investments
10 pooled funds· $425.6M(66% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BNYM AFL-CIO SL STOCK INDEX FUND THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 340 | Common Collective Trust | — | — | $99.3M | 15.4% | |
| NIS CORE FIXED INCOME FUND, LLC NATIONAL INVESTMENT SERVICES INC · EIN 20-0005644 / PN 001 | Common Collective Trust | — | — | $97.7M | 15.2% | |
| BNYM SL INT'L STOCK INDEX FD THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 081 | Common Collective Trust | — | — | $69.7M | 10.8% | |
| BNYM AFL-CIO SL SMALL CAP STOCK IND THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 342 | Common Collective Trust | — | — | $48.7M | 7.6% | |
| BNYM SL EMERGING MKTS STOCK INDEX F THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 281 | Common Collective Trust | — | — | $40.7M | 6.3% | |
| AFL-CIO BUILDING INVESTMENT TRUST GREAT GRAY TRUST COMPANY, LLC · EIN 52-6328901 / PN 001 | Common Collective Trust | — | — | $35.9M | 5.6% | |
| STATE STREET US TREASURY INFLATION STATE STREET GLBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 152 | Common Collective Trust | — | — | $24.3M | 3.8% | |
| NT SHORT-TERM INVESTMENT FUND NORTHERN TRUST GLOBAL INVESTMENT · EIN 45-6138589 / PN 084 | Common Collective Trust | — | — | $9.2M | 1.4% | |
| LONGVIEW ULTRA I CONSTR LOAN INVEST AMALGAMATED BANK · EIN 20-8434730 / PN 006 | Common Collective Trust | — | — | $49K | <0.1% | |
| BNYM SL ACWI EX-US FUND THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 322 | Common Collective Trust | — | — | $21K | <0.1% |