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Original filing (PDF)20231016120152NAL0075716578001
HOLCIM PARTICIPATIONS (US) INC.
Form 5500
FILING_RECEIVED
LAFARGEHOLCIM US CONSOLIDATED UNION PENSION PLAN
Defined-benefit pension plan
Signals · 1
8 service providers
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
86
/ 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
75
Vendor stack
75
Participation health
100
Knocking points off
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOLCIM PARTICIPATIONS (US) INC..
Plan sponsor
Name
HOLCIM PARTICIPATIONS (US) INC.
EIN
54-1527022
Address
6211 ANN ARBOR ROAD · DUNDEE, MI · 48131
Phone
(734) 529-2411
Industry
Manufacturingsee all
Plan administrator
Name
BENEFIT PLAN DESIGN COMMITTEE
EIN
54-1527022
City
DUNDEE, MI
Phone
(734) 529-2411
Plan characteristics
Plan number
038
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-16
Pension benefit codes
1B · Flat-dollar DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENT INSTL OPS | 04-2647786 | — | NONE KNOWN | $198K | — |
| AON CONSULTING, INC. | 22-2232264 | — | NONE KNOWN | $111K | — |
| INCOME RESEARCH & MANAGEMENT | 04-2955404 | — | NONE KNOWN | $50K | — |
| PLANTE & MORAN PLLC | 38-1357951 | — | NONE KNOWN | $43K | — |
| WARNER NORCROSS & JUDD | 38-1422647 | — | NONE KNOWN | $33K | — |
| FIDUCIENT ADVISORS | 36-4001764 | — | NONE KNOWN | $22K | — |
| THE NORTHERN TRUST COMPANY | 36-1561860 | — | NONE KNOWN | $17K | — |
| LEGAL & GENERAL INVESTMENT MGMT | 20-8058531 | — | NONE KNOWN | $12K | — |
Investments
1 pooled fund· $0
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| HOLCIM PARTICIPATIONS (US) M RET TR HOLCIM PARTICIPATIONS (US) INC. · EIN 22-3481535 / PN 001 | Master Trust | $0 | — |