# Painters Union Pension Fund Trustees DB Plan
Source: https://planprovider.pro/companies/painters-union-pension-fund-trustees-386234363-001

> Painters Union Pension Fund Trustees's DB plan: 740 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Painters Union Pension Fund Trustees

- **Sponsor EIN:** 386234363

- **Sponsor Address:** 26877 NORTHWESTERN HIGHWAY, SOUTHFIELD, MI, 480338431

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 740

- **Total Assets:** $203.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|740|$203.5M|$13.8M|$0|

| 2023|757|$191.7M|$15.5M|$0|

| 2022|3,294|$166.5M|$0|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| GRAYSTONE CONSULTING (MSSB)|Other Service Provider|$553,853|—|$553,853|

| MORGAN STANLEY SMITH BARNEY LLC|Other Service Provider|$179,843|—|$179,843|

| MDT ADVISOR MGMT|Other Service Provider|$146,692|—|$146,692|

| HORIZON ACTUARIAL SERVICES LLC|Other Service Provider|$135,052|—|$135,052|

| DAVID DUFFY CPA PLLC|Other Service Provider|$80,493|—|$80,493|

| FINKEL WHITEFIELD FELDMAN|Other Service Provider|$54,622|—|$54,622|

| SAGE ASSET MGMT|Other Service Provider|$46,357|—|$46,357|

| GREGORY KAZMIERSKI|Other Service Provider|$39,039|—|$39,039|

| MICHELLE M ZACNY|Other Service Provider|$29,048|—|$29,048|

| SEGAL SELECT INSURANCE SERVICES, IN|Other Service Provider|$14,518|—|$14,518|

| JP MORGAN|Other Service Provider|$5,205|—|$5,205|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,284,722

- **Estimated Expense Ratio:** 0.631% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$1,599,992|$746,902|—|$80,493|—|

| 2023|$1,480,141|$630,333|—|$38,413|—|

| 2022|$16,565,138|$510,432|—|$45,850|—|

## Similar Plans

- [Trustees Of Ohio Carpenters' Pension Plan](https://planprovider.pro/companies/trustees-of-ohio-carpenters-pension-plan-346574360-001) — 12,519 participants

- [Board Of Trustees Of The Painters Union Insurance Fund](https://planprovider.pro/companies/board-of-trustees-of-the-painters-union-insurance-fund-381428364-501) — 739 participants

- [Board Of Trustees,Plasterers Local 67 Pension Trust Fund](https://planprovider.pro/companies/board-of-trustees-plasterers-local-67-pension-trust-fund-386103880-001) — 530 participants

- [National Construction Enterprises, INC.](https://planprovider.pro/companies/national-construction-enterprises-inc-401k-plan) — 276 participants

- [Niles Shared Services, LLC](https://planprovider.pro/companies/niles-shared-services-llc-880534275-501) — 268 participants

- [International Association Of Heat And Frost Insulators And Allied Wor](https://planprovider.pro/companies/international-association-of-heat-and-frost-insulators-and-allied-wor-386058688-501) — 198 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/painters-union-pension-fund-trustees-386234363-001)

© 2026 PlanProvider.Pro