Original filing (PDF)20260114162051NAL0015933105001

PUBLISHERS' - PRESSMENS' WELFARE FUND BOARD OF

Name: PUBLISHERS' - PRESSMENS' WELFARE FUND BOARD OF — PUBLISHERS - PRESSMENS WELFARE FUND, Form 5500 (2024)
Creator: PUBLISHERS' - PRESSMENS' WELFARE FUND BOARD OF

Form 5500

FILING_RECEIVED

PUBLISHERS - PRESSMENS WELFARE FUND

Health & welfare plan

Signals · 4

30% in single holding~2599 bps in Sched C feesNo recordkeeper disclosed8 service providers

Active participants

132

Accounts w/ balance

—

Plan assets (EOY)

$688K

Net assets (EOY)

$668K

How this plan invests

This plan

5 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PUBLISHERS' - PRESSMENS' WELFARE FUND BOARD OF.

Plan sponsor

Name

PUBLISHERS' - PRESSMENS' WELFARE FUND BOARD OF

DBA

TRUSTEES

EIN

13-6116945

Address

1400 OLD COUNTRY RD · NEW YORK, 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

2024-04-01

Tax period

2025-03-31

Filed

2026-01-14

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life Insurance

4D · Dental

4E · Vision

4U · Dependent Care

Audit & trust (Schedule H)

Auditor

NOVAK FRANCELLA, LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

8 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
PROSKAUER ROSE LLP	13-1840454	—	NONE	$53K	—
FUIMAN MOGILA, LLP	—	NEW YORK, NY	NONE	$29K	—
NOVAK FRANCELLA LLC	61-1436956	—	NONE	$25K	—
C & R CONSULTING, INC.	13-3935364

Investments

5 direct securities· $611K(89% of reported assets)

Other securities

$448K

4 holdings

Cash / Money Market

$163K

1 holding

					% of plan
Vanguard Short-Term Investment-Grade Fund	Other securities	—	$185K	$181K	26.3%
Amalgamated Money Market MMA Demand Var %	Cash / Money Market	—	$163K	$163K	23.7%
Vanguard 500 Index Fund	Other securities	—	$49K	$124K	18.1%
Vanguard Intermediate-Term Investment-Grade Fund	Other securities	—	$106K	$96K	14.0%
Prudential	Other securities	—	$52K	$47K	6.9%