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Original filing (PDF)20251013143843NAL0001442065001
MAILERS-PUBLISHERS' WELFARE TRUST FUND
Form 5500
FILING_RECEIVED
MAILERS'-PUBLISHERS' WELFARE TRUST FUND
Health & welfare plan
Signals · 3
43% in single holding~2208 bps in Sched C fees7 service providers
Active participants
49
Accounts w/ balance
—
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.2M
How this plan invests
This plan
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
79
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Treasury Money Market Fund Mutual fund N/A N/A N/A" is 43% of plan.
- 2208 bps in Schedule C fees — 4146% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAILERS-PUBLISHERS' WELFARE TRUST FUND.
Plan sponsor
Name
MAILERS-PUBLISHERS' WELFARE TRUST FUND
EIN
13-6094926
Address
1400 OLD COUNTRY ROAD, SUITE 406 · WESTBURY, NY · 11590
Phone
(516) 333-9010
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Welfare benefit codes
4A · Health (other than dental or vision)
4L · Death Benefits (other than life insurance)
4Q · Other
Audit & trust (Schedule H)
Auditor
WEAVER AND TIDWELL, L.L.P.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsLegal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARCHER, BYINGTON, GLENNON & LEVINE | 26-0873462 | — | ATTORNEY | $42K | — |
Other
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROSKAUER ROSE LLP | 13-1840454 | — | ATTY. FOR EMPLOYER ASSN. | $119K | — |
| WEAVER AND TIDWELL, L.L.P. | 75-0786316 | — | NONE | $31K | — |
| ANTHEM BLUE CROSS | 23-7391136 | — | NONE | $31K | — |
| FIRST ACTUARIAL CONSULTING, INC. | 26-3842522 | — | NONE | $30K | — |
| C&R CONSULTING, INC. | 13-3935364 | — | NONE | $28K | — |
| QUANVEST CONSULTANTS INC | 11-2559669 | — | NONE | $11K | — |
Investments
3 direct securities· $1.3M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Treasury Money Market Fund Mutual fund N/A | — | — | $553K | $553K | 41.8% | |
| Vanguard Short-Term Investment Grade Fund Mutual fund N/A | — | — | $673K | $549K | 41.5% | |
| Amalgamated Bank Cash - money market account N/A Varies N/A | — | — | $188K | $188K | 14.2% |