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Original filing (PDF)20260127142801NAL0004812898001
PAINTERS UNION LOCAL #1052 PENSION TRUST FUND TRUSTEES
Form 5500
FILING_RECEIVED
PAINTERS UNION LOCAL #1052 PENSION TRUST FUND
Defined-benefit pension plan
Signals · 3
57% in single holdingNo recordkeeper disclosed6 service providers
Active participants
231
Accounts w/ balance
—
Plan assets (EOY)
$39.0M
Net assets (EOY)
$38.9M
How this plan invests
This plan
4 pooled trusts
Schedule D
4 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
75
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: COMERICA LARGE CAP EQUITY INDEX FUND (extraction pending)]" is 57% of plan.
- 38 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PAINTERS UNION LOCAL #1052 PENSION TRUST FUND TRUSTEES.
Plan sponsor
Name
PAINTERS UNION LOCAL #1052 PENSION TRUST FUND TRUSTEES
EIN
38-6082383
Address
625 ENTERPRISE DRIVE · OAK BROOK, IL · 60523
Phone
(630) 472-0626
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-05-01
Tax period
2025-04-30
Filed
2026-01-27
Pension benefit codes
1B · Flat-dollar DB formula
Welfare benefit codes
4H · Long-Term Disability
Audit & trust (Schedule H)
Auditor
WESLEY HADDAD & COMPANY LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMERICA BANK | — | DETROIT, MI | NONE | $46K | — |
| BENEFITS MANAGEMENT GROUP | — | OAK BROOK, IL | NONE | $35K | — |
| WATKINS, PAWLICK, CALATI & PRIFTI | — | MADISON HEIGHTS, MI | NONE | $26K | — |
| UNITED ACTUARIAL SERVICES, INC | 35-2156428 | — | NONE | $25K | — |
| TIC INT'L | — | LANSING, MI | NONE | $8K | — |
| WRUBEL WESLEY & CO CPAS | 38-2574238 | — | NONE | $7K | — |
Investments
4 pooled funds· $36.7M(94% 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 |
|---|---|---|---|---|---|---|
| LARGECAP INDEX FUND COMERICA,INC. · EIN 38-6555647 / PN 001 | Common Collective Trust | — | — | $21.0M | 53.8% | |
| BOND INDEX FUND COMERICA,INC. · EIN 38-6555716 / PN 001 | Common Collective Trust | — | — | $14.0M | 35.9% | |
| MEDIUM CAP INDEX FUND COMERICA,INC. · EIN 38-6589863 / PN 001 | Common Collective Trust | — | — | $1.3M | 3.3% | |
| SMALL CAP INDEX FUND COMERICA,INC. · EIN 38-3192888 / PN 001 | Common Collective Trust | — | — | $481K | 1.2% |