Painters Union Pension Plan
Taft-Hartley plan, based in Southfield, Michigan, reporting $204M in assets, for 2,637 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2025, Michael Maher appears on Painters Union Pension Plan's Schedule C as general consultant (plan year 2025 vs 2024).
1 more adviser and 1 more dated event
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Relationship network
14 connected entities
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
Allocation policy
- Interest-bearing cash 2.9%
- Corporate debt instruments (other) 5.0%
- U.S. Government securities 14.3%
- Other investments 0.0%
- Registered investment companies 13.7%
- Common stock 62.6%
Consultants and advisers
- Morgan Stanley Smith Barney, LLC CustodianInvestment adviser (plan)Trusteethrough May 31, 2025 Form 5500
- Michael Maher General consultantthrough May 31, 2023 Form 5500
- Horizon Actuarial Services Actuarythrough May 31, 2023 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Sage Advisory Services Ltd. Co.plan years 2023
- MDT Advisor Mgmtplan years 2023
What changed
- Dec 31, 2025Consultant changedinferenceMichael Maher appears on Painters Union Pension Plan's Schedule C as general consultant (plan year 2025 vs 2024)with Michael Maheraskebsa.dol.gov
- Dec 31, 2025Consultant changedinferenceMorgan Stanley Smith Barney LLC no longer appears on Painters Union Pension Plan's Schedule C as investment adviser (plan) (plan year 2025 vs 2024)with Morgan Stanley Smith Barney, LLCaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceMorgan Stanley Smith Barney LLC appears on Painters Union Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Morgan Stanley Smith Barney, LLCaskebsa.dol.gov
- Jun 1, 2024Funded status changedPainters Union Pension Plan funded ratio 80.0% -> 83.9% (2023-06-01 to 2024-06-01)
- Jun 1, 2024Assets changedPainters Union Pension Plan plan assets $166M -> $191M (+15.1%, 2023-06-01 to 2024-06-01)
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to May 31, 2023 | 3,354 | Not disclosed | Not disclosed | n/a | $167M | Not disclosed | Not disclosed | $0 |
| 2024 to May 31, 2025 | 2,637 | Not disclosed | Not disclosed | n/a | $204M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to May 31, 2024 | 3,294 | Not disclosed | Not disclosed | n/a | $192M | Not disclosed | Not disclosed | Not disclosed |
- Graystone Consulting (mssb) codes 27 50 $382,110 PY2025
- Smith Barney Consulting codes 21 50 $163,001 PY2025
- Finkel Whitefield Feldman codes 29 50 $146,957 PY2025
+35 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Not yet on record: fund commitments, managers.
Record history
- Consultant changed2025-12-31source on record
- Consultant changed2025-12-31source on record
- Consultant changed2024-12-31source on record
+3 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+10 connections on the graph
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