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Original filing (PDF)20260216134521NAL0005445616002
TRUSTEES CHICAGO PAINTERS AND DECORATORS WELFARE FUND
Form 5500
FILING_RECEIVED
CHICAGO PAINTERS AND DECORATORS WELFARE FUND
Health & welfare plan
Signals · 4
53% in single holding~564 bps in Sched C feesNo recordkeeper disclosed35 service providers
Active participants
2,427
Accounts w/ balance
—
Plan assets (EOY)
$83.4M
Net assets (EOY)
$77.7M
How this plan invests
This plan
5 pooled trusts
Schedule D
7 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
- Top holding "[DFE: NIS CORE FIXED INCOME FUND, LLC (extraction pending)]" is 53% of plan.
- 564 bps in Schedule C fees — 3425% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES CHICAGO PAINTERS AND DECORATORS WELFARE FUND.
Plan sponsor
Name
TRUSTEES CHICAGO PAINTERS AND DECORATORS WELFARE FUND
EIN
51-0245220
Address
8205 S. CASS AVENUE, SUITE 102 · DARIEN, IL · 60561
Phone
(630) 960-5572
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-05-01
Tax period
2025-04-30
Filed
2026-02-16
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
Audit & trust (Schedule H)
Auditor
LEGACY PROFESSIONALS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
35 rowsTrustee
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KEN KAZAITIS | 51-0245220 | — | TRUSTEE | $8K | — |
| TODD OVERDORF | 51-0245220 | — | TRUSTEE | $6K | — |
Other
33| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUECROSS BLUESHEILD OF IL | 36-1236610 | — | NONE | $1.2M | — |
| ARNOLD AND KADJAN | 36-2498571 | — | NONE | $650K | — |
| VALENZ CARE | 36-4869660 | — | NONE | $490K | — |
| ZENITH AMERICAN SOLUTIONS, INC. | 52-1590516 | — | NONE | $266K | — |
| PATRICIA SAENZ | 51-0245220 | — | EMPLOYEE | $197K | — |
| FOSTER AND FOSTER | 59-1921114 | — | NONE | $140K | — |
| CHRISSY GUNDER | 51-0245220 | — | EMPLOYEE | $136K | — |
| JOANNE SAENZ | 51-0245220 | — | EMPLOYEE | $133K | — |
| LANER MUCHIN, LTD. | 36-3088463 | — | NONE | $129K | — |
| VISION SERVICE PLAN | 20-0891619 | — | NONE | $121K | — |
| NATIONAL INVESTMENT SERVICES | 84-3937993 | — | NONE | $118K | — |
| DIANE KANYUH | 51-0245220 | — | EMPLOYEE | $99K | — |
| RICHARD J. WOLF & COMPANY | 36-3182363 | — | NONE | $80K | — |
| BOND BROTHERS AND COMPANY | 36-2433269 | — | NONE | $71K | — |
| ANA BEDOLLA | 51-0245220 | — | EMPLOYEE | $69K | — |
| FREDERICK PENDLEBURY | 51-0245220 | — | EMPLOYEE | $66K | — |
| ASHLEY HEGARTY | 51-0245220 | — | EMPLOYEE | $65K | — |
| MARTHA TINOCO | 51-0245220 | — | EMPLOYEE | $65K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | 52-1796473 | — | NONE | $61K | — |
| DELTA DENTAL PLAN OF ILLINOIS | 36-2612058 | — | NONE | $59K | — |
| ANGELA GUNDER | 51-0245220 | — | EMPLOYEE | $58K | — |
| CINDY PERNA | 51-0245220 | — | EMPLOYEE | $56K | — |
| KAREN VALENTINE | 51-0245220 | — | EMPLOYEE | $56K | — |
| LEGACY PROFESSIONALS, LLP | 32-0043599 | — | NONE | $55K | — |
| NATALIE GIERMAN | 51-0245220 | — | EMPLOYEE | $52K | — |
| JILL HEGARTY | 51-0245220 | — | EMPLOYEE | $42K | — |
| MEDEXPERT INTERNATIONAL, INC. | 94-3360248 | — | NONE | $39K | — |
| JUSTINE JOHNSON | 51-0245220 | — | EMPLOYEE | $37K | — |
| PARAMETRIC PORTFOLIO ASSOCIATES | 20-0292745 | — | NONE | $23K | — |
| MARQUETTE ASSOCIATES | 36-3485298 | — | NONE | $20K | — |
| ZELIS PAYMENT HOLDINGS | 84-3069529 | — | NONE | $18K | — |
| BMO HARRIS BANK, N.A. | 36-2085229 | — | NONE | $17K | — |
| MIDWEST INSTITUTIONAL TRUST COMPANY | 93-1799133 | — | NONE | $5K | — |
Investments
3 direct securities · 5 pooled funds· $29.9M(36% 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.
Common Collective Trust
$14.7M
4 holdings
103-12 Investment Entity
$7.6M
1 holding
Uncategorized
$7.6M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NIS CORE FIXED INCOME FUND LLC NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · EIN 20-0005644 / PN 001 | Common Collective Trust | — | — | $11.9M | 14.2% | |
| PARAMETRIC DEFENSIVE EQUITY FUND PARAMETRIC PORTFOLIO ASSOCIATES LLC · EIN 45-2531297 / PN 001 | 103-12 Investment Entity | — | — | $7.6M | 9.1% | |
| Vanguard S&P 500 ETF | — | 7,183.892 | — | $3.9M | 4.6% | |
| U.S. treasury notes | — | 2,120,658.985 | — | $2.1M | 2.5% | |
| U.S. treasury bills | — | 1,641,753.316 | — | $1.6M | 1.9% | |
| NIS PREFERRED STOCK FUND II LLC NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · EIN 16-1626084 / PN 002 | Common Collective Trust | — | — | $1.1M | 1.3% | |
| NIS TOTAL ABSOLUTE RETURN FUND LLC NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · EIN 45-4783986 / PN 001 | Common Collective Trust | — | — | $993K | 1.2% | |
| NIS HIGH YIELD FUND LLC NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · EIN 39-2021943 / PN 001 | Common Collective Trust | — | — | $752K | 0.9% |