Plan Ledger DOL Form 5500 · updated monthly

International Union of Painters & Allied Trades Dc No. 21 Annuity FundProfit-sharing plan

INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO. 21 ANNUITY FUND · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.61%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

International Union of Painters & Allied Trades Dc No. 21 Annuity Fund reported $1,269,255 in plan administrative expenses for 2024: 0.61% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,579 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.76% to 0.61%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other construction employers. By assets it is the 263rd-largest of 3,651 plans among Pennsylvania employers on file, and the 309th of 5,337 in construction.

Plan summary
Net assets, end of year$219,241,663
Participants with balances5,178
Active participants5,163
Employer contributions$13,315,132
Employee contributions—
Employer contribution per active participant$2,579
Average account balance$42,341
Benefits paid to participants$14,664,657
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$219.2M · 5,178 accts · $13.3M emplr
2023$199.9M · 4,931 accts · $12.9M emplr
2022$178.0M · 4,971 accts · $12.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,418
Investment management$713,796
Audit (IQPA)$58,273
Trustee / custodial$50,309
Total administrative$1,269,255
Employer contributions to the International Union of Painters & Allied Trades Dc No. 21 Annuity Fund plan · 2024
Employer contribution per active participant$2,579
Median for plans this size$3,635
2024$2,579 per active participant
2023$2,617 per active participant
2022$2,524 per active participant

International Union of Painters & Allied Trades Dc No. 21 Annuity Fund's 2024 employer contribution ran below the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 202412
BRIDGEWAY BENEFIT TECHNOLOGIES · Recordkeeping$94,697
IUPAT DC21 WELFARE FUND · Plan administrator$374,657
BANNER RIDGE PARTNERS LP · Investment management$232,045
RBC WEALTH MGMT/COURTNEY CONSULTING · Investment advisory (plan)$141,539
CHARTWELL INVESTMENT PARTNERS LLC · Investment management$82,537
BIRCH RUN INVESTMENTS, LLC · Investment management$79,542
NOVAK FRANCELLA, LLC · Accounting / audit$78,691
HIGHLAND CAPITAL MANAGEMENT · Investment management$69,491
STEVENS & LEE, P.C. · Legal$61,233
PRINCIPAL CUSTODY SOLUTIONS · Custodial (securities)$50,309
BROADCORE INVESTMENTS LP · Investment management$22,476
SIGULAR GUFF ADVISERS, LLC · Investment managementindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024BRIDGEWAY BENEFIT TECHNOLOGIES
2023BRIDGEWAY BENEFIT TECHNOLOGIES

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$1,269,255 · 0.61%
2023$1,266,242 · 0.67%
2022$1,287,297 · 0.76%
Similar plansConstruction · Pennsylvania
Allan Myers, Inc. PA$239.9M · 0.09%
Kinsley Enterprises, Inc. PA$218.1M · 0.18%
Kinsley Construction, Inc. PA$197.2M · 0.17%
Penn Line Enterprises, Inc. PA$190.1M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237390182 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.