Back to filter
Original filing (PDF)20250912174327NAL0004118354001
PHOENIX PAINTERS' PENSION TRUST FUND
Form 5500
FILING_RECEIVED
PHOENIX PAINTERS' PENSION TRUST FUND
Defined-benefit pension plan
Signals · 3
~75 bps in Sched C feesNo recordkeeper disclosed7 service providers
Active participants
364
Accounts w/ balance
—
Plan assets (EOY)
$28.0M
Net assets (EOY)
$28.0M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 75 bps in Schedule C fees — 159% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PHOENIX PAINTERS' PENSION TRUST FUND.
Plan sponsor
Name
PHOENIX PAINTERS' PENSION TRUST FUND
EIN
86-6068085
Address
PO BOX 43170 · PHOENIX, AZ · 850803170
Phone
(602) 249-3582
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-12-01
Tax period
2024-11-30
Filed
2025-09-12
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
BALDWIN MOFFITT BEHM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE SEGAL COMPANY | 94-1503999 | — | NONE OTHER THAN CONTRACT | $72K | — |
| SOUTHWEST SERVICE ADMINISTRATORS | 86-0785790 | — | NONE OTHER THAN CONTRACT | $71K | — |
| MERRILL LYNCH | 13-3180817 | — | NONE OTHER THAN CONTRACT | $18K | — |
| SEGAL SELECT | 48-0619194 | — | NONE OTHER THAN CONTRACT | $15K | — |
| BANK OF ARIZONA | — | PHOENIX, AZ | NONE OTHER THAN CONTRACT | $14K | — |
| BALDWIN MOFFITT BEHM LLP | 46-4370753 | — | NONE OTHER THAN CONTRACT | $11K | — |
| THE KELLEY LAW GROUP | — | — | NONE OTHER THAN CONTRACT | $8K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using THE SEGAL COMPANY
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
TRUSTEES OF CENTRAL STATES, SE & SW AREAS HEALTH & WELFARE FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN
$16.6B · 226,080 participants
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
$15.0B · 102,863 participants
NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEES
NATIONAL ELEVATOR INDUSTRY PENSION PLAN
$11.2B · 28,308 participants
TRUSTEES OF ILWU-PMA PENSION PLAN
ILWU-PMA PENSION PLAN
$9.7B · 16,115 participants
BD OF TRUSTEES SHEET METAL WORKERS' NATIONAL PENSION FUND
SHEET METAL WORKERS' NATIONAL PENSION FUND
$8.9B · 66,166 participants
Similar-size Construction plans
B. J. BALDWIN ELECTRIC, INC.
B. J. BALDWIN ELECTRIC, INC. 401(K) PROFIT SHARING PLAN
$28.1M · 394 participants
KOETTER WOODWORKING, INC.
KOETTER WOODWORKING, INC. 401(K) PLAN
$28.4M · 271 participants
BD OF TRUSTEES OF CHICAGO PAINTERS & DECORATORS RETIREMENT SAVINGS FD
CHICAGO PAINTERS AND DECORATORS RETIREMENT SAVINGS
$28.8M · 3,059 participants
SOUTHERN TIER INSULATION DISTRIBUTORS, INC.
SOUTHERN TIER INSULATION EMPLOYEE STOCK OWNERSHIP PLAN
$29.9M · 72 participants
BOARD OF TRUSTEES PAINTERS DISTRICT COUN FINISHING INDUSTRIES RETIREME
PAINTERS DISTRICT COUNCIL NO. 30 FINISHING INDUSTRIES RETIREMENT SAVINGS FUND
$25.8M · 1,839 participants
NEW ENGLAND FINISH SYSTEMS, LLC
NEW ENGLAND FINISH SYSTEMS, LLC PROFIT SHARING & 401(K) PLAN
$30.3M · 177 participants
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants