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Original filing (PDF)20250806113339NAL0001685507001
PRECOAT MEZZANINE LLC
Form 5500
FILING_RECEIVED
PRECOAT PENSION PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
141
Accounts w/ balance
—
Plan assets (EOY)
$105.5M
Net assets (EOY)
$105.4M
How this plan invests
This plan
8 collective trusts
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)
82
/ 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
55
Participation health
100
Knocking points off
- 62 bps in Schedule C fees — 516% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
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 PRECOAT MEZZANINE LLC.
Plan sponsor
Name
PRECOAT MEZZANINE LLC
EIN
82-1011883
Address
3100 W. 7TH STREET, SUITE 500 · FORT WORTH, TX · 76107
Phone
(817) 810-0095
Industry
Manufacturingsee all
Plan administrator
Name
PRECOAT PENSION INVESTMENT COMMITTEE
EIN
82-1011883
City
FORT WORTH, TX
Phone
(817) 810-0095
Plan characteristics
Plan number
003
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-08-06
Pension benefit codes
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $615K | — |
| LEGAL & GENERAL INVESTMENT MGMT | 20-8058531 | — | NONE | $27K | — |
| BLACKROCK INSTITUTIONAL TRUST CO | 94-3112180 | — | NONE | $9K | — |
Investments
8 pooled funds· $103.5M(98% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MSCI ACWI EQUITY INDEX NL B BLACKROCK INSTITUTIONAL TRUST COMPANY N.A. · EIN 80-0544932 / PN 001 | Common Collective Trust | $32.2M | 30.5% |
| LEGAL & GENERAL TRSY 15+ STRIPS CIT RELIANCE TRUST COMPANY · EIN 35-7085469 / PN 021 | Common Collective Trust | $25.7M | 24.4% |
| WTW GROUP TRUST DIVERSIFIED CREDIT TOWERS WATSON INVESTMENT SERVICES, INC. · EIN 82-6695738 / PN 001 | Common Collective Trust | $17.1M | 16.2% |
| WTW GROUP TRUST LONG CREDIT FUND TOWERS WATSON INVESTMENT SERVICES INC. · EIN 82-6695738 / PN 001 | Common Collective Trust | $13.5M | 12.8% |
| STATE STREET INT US GOVT BOND NL STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 144 | Common Collective Trust | $6.7M | 6.4% |
| RESCAP COLLECTIVE INVESTMENT TRUST SEI TRUST COMPANY · EIN 83-2153978 / PN 127 | Common Collective Trust | $5.9M | 5.6% |
| EB TEMPORARY INVESTMENT FUND THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 023 | Common Collective Trust | $2.2M | 2.1% |
| IR&M LONG CORPORATE COLLECTIVE FUND GLOBAL TRUST COMPANY · EIN 37-6567224 / PN 005 | Common Collective Trust | $0 | <0.1% |
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