Original filing (PDF)20260114171618NAL0017942515001

PRESSMENS PUBLISHERS PENSION FUND BOARD OF TRUSTEES

Name: PRESSMENS PUBLISHERS PENSION FUND BOARD OF TRUSTEES — PRESSMENS PUBLISHERS PENSION FUND, Form 5500 (2024)
Creator: PRESSMENS PUBLISHERS PENSION FUND BOARD OF TRUSTEES

Form 5500

FILING_RECEIVED

PRESSMENS PUBLISHERS PENSION FUND

Defined-benefit pension plan

Signals · 2

32% in single holding12 service providers

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$97.1M

Net assets (EOY)

$97.0M

How this plan invests

This plan

3 pooled trusts

Schedule D

164 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

100

Participation health

Knocking points off

Top holding "ASB Labor Equity Index Fund" is 32% of plan.
54 bps in Schedule C fees — 240% above peer band of 16 bps.
No active participants reported but plan still holds assets.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRESSMENS PUBLISHERS PENSION FUND BOARD OF TRUSTEES.

Plan sponsor

Name

PRESSMENS PUBLISHERS PENSION FUND BOARD OF TRUSTEES

EIN

13-6121627

Address

1501 BROADWAY, SUITE 1724 · NEW YORK, NY · 100365600

Phone

(212) 869-5986

Industry

Information / Tech / Mediasee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2026-01-14

Pension benefit codes

1A · Pay-related DB formula

Welfare benefit codes

4L · Death Benefits (other than life insurance)

Audit & trust (Schedule H)

Auditor

NOVAK FRANCELLA, LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

12 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
PROSKAUER ROSE LLP	13-1840454	—	NONE	$203K	—
C & R CONSULTING, INC.	13-3935364	—	NONE	$55K	—
FIRST ACTUARIAL CONSULTING TEAM	26-3842522	—	NONE	$53K	—
FUIMAN MOGILA, LLP	—	NEW YORK, NY	NONE	$52K	—
QUAN-VEST CONSULTANTS, INC.	11-2559669	—	NONE	$48K	—
NOVAK FRANCELLA LLC	61-1436956	—	NONE	$26K	—
MARSHALL & MOSS	—	WESTBURY, NY	NONE	$26K	—
WEDGE CAPITAL MANAGEMENT	56-1557450	—	NONE	$21K	—
BANK OF AMERICA	94-1687665	—	NONE	$17K	—
WASHINGTON CAPITAL MANAGEMENT INC	91-1042342	—	NONE	$15K	—
SEGAL CONSULTING	—	NEW YORK, NY	NONE	$13K	—
BOYD WATTERSON ASSET MANAGEMENT LLC	34-1922005	—	NONE	$0	—

Investments

151 direct securities · 3 pooled funds· $58.7M(60% 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.

Common Collective Trust

$30.9M

2 holdings

Uncategorized

$23.6M

151 holdings

103-12 Investment Entity

$4.2M

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
ASB LABOR EQUITY INDEX FUND CHEVY CHASE TRUST COMPANY · EIN 27-3350609 / PN 010	Common Collective Trust	—	$3.7M	$18.9M	19.5%
U.S. AGGREGATE BOND MARKET INDEX NL STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 070	Common Collective Trust	—	$11.4M	$12.0M	12.3%
Boyd Watterson GSA Fund, LP	—	—	$9.7M	$8.5M	8.8%
INTECH RISK MGD BROAD LRG CAP GRTH JANUS CAPITAL MANAGEMENT · EIN 52-2391973 / PN 001	103-12 Investment Entity	—	—	$4.2M	4.3%
Legion Strategies Ltd. Class Q-1	—	—	$3.0M	$4.0M	4.1%
Lazard International Strategic Equity Portfolio	—	—	$2.4M	$2.8M	2.9%
BlackRock Liquidity T-Fund MMA Demand Var	—	—	$2.1M	$2.1M	2.2%
E13 Holdings LLC	—	—	$8.5M	$1.8M	1.9%
Amalgamated MMA Demand Var %	—	—	$565K	$565K	0.6%
Intuit Inc Stock	—	—	$44K	$61K	<0.1%
Cadence Design System Inc Stock	—	—	$30K	$58K	<0.1%
GoDaddy Inc Stock	—	—	$49K	$58K	<0.1%
Amphenol Corp Stock	—	—	$55K	$57K	<0.1%
KLA Corp Stock	—	—	$40K	$56K	<0.1%
Paychex Inc Stock	—	—	$43K	$56K	<0.1%
Autodesk Inc Stock	—	—	$53K	$56K	<0.1%
Curtiss Wright Stock	—	—	$64K	$56K	<0.1%
NorthropGrumman Corp Stock	—	—	$56K	$55K	<0.1%
Amdocs Limited Stock	—	—	$51K	$55K	<0.1%
Fabrinet Stock	—	—	$66K	$55K	<0.1%
SS&C Technologies Stock	—	—	$56K	$55K	<0.1%
Cisco Systems Inc Stock	—	—	$50K	$54K	<0.1%
Commvault Sys Inc Stock	—	—	$61K	$54K	<0.1%
F5 Inc Stock	—	—	$43K	$53K	<0.1%
Netapp Inc Stock	—	—	$55K	$52K	<0.1%
Microsoft Corp Stock	—	—	$55K	$51K	<0.1%
Alphabet Inc Stock	—	—	$58K	$51K	<0.1%
Jabil Circuit Inc Stock	—	—	$62K	$50K	<0.1%
Seagate Tech Holdings Stock	—	—	$63K	$50K	<0.1%
Meta Platforms Inc Stock	—	—	$44K	$50K	<0.1%
EnTrust Capital Diversified Fund Ltd. Class X - 12/31/2016	—	—	$463K	$49K	<0.1%
Caseys Gen Stores Inc Stock	—	—	$27K	$47K	<0.1%
Fox Corp Stock	—	—	$36K	$44K	<0.1%
Garmin Ltd Stock	—	—	$34K	$41K	<0.1%
Life Time Group Holdings Stock	—	—	$41K	$41K	<0.1%
Urban Outfitters Inc Stock	—	—	$43K	$40K	<0.1%
Brinker Intl Inc Stock	—	—	$34K	$40K	<0.1%
Hartford Financial Service Group Stock	—	—	$23K	$39K	<0.1%
eBay Inc Stock	—	—	$38K	$39K	<0.1%
H&R Block Inc Stock	—	—	$45K	$39K	<0.1%
Carnival Corp Stock	—	—	$47K	$38K	<0.1%
Stride Inc Stock	—	—	$43K	$38K	<0.1%
Lithia Motors Inc Stock	—	—	$46K	$38K	<0.1%
Royal Caribbean Group Stock	—	—	$19K	$37K	<0.1%
Philip Morris International Inc Stock	—	—	$21K	$37K	<0.1%
Ralph Lauren Corp Stock	—	—	$46K	$37K	<0.1%
Equitable Holdings Inc Stock	—	—	$32K	$36K	<0.1%
Wells Fargo & Co Stock	—	—	$19K	$36K	<0.1%
Tapestry Inc Stock	—	—	$35K	$36K	<0.1%
Cardinal Health Inc Stock	—	—	$30K	$36K	<0.1%
HCA Healthcare Inc Stock	—	—	$30K	$35K	<0.1%
Ally Financial Inc Stock	—	—	$40K	$35K	<0.1%
Deckers Outdoors Corp Stock	—	—	$32K	$35K	<0.1%
Tenet Healthcare Corp Stock	—	—	$26K	$35K	<0.1%
AerCap Holdings Stock	—	—	$32K	$34K	<0.1%
Fidelity National Financial Inc Stock	—	—	$23K	$34K	<0.1%
State Street Corp Stock	—	—	$28K	$34K	<0.1%
Post Holdings Inc Stock	—	—	$27K	$34K	<0.1%
Unum Group Stock	—	—	$17K	$34K	<0.1%
Prudential Financial Inc Stock	—	—	$33K	$34K	<0.1%
Synchrony Financial Comp Stock	—	—	$23K	$33K	<0.1%
Group 1 Automotive Stock	—	—	$41K	$33K	<0.1%
MetLife Inc Stock	—	—	$24K	$33K	<0.1%
United Therapeutics Corp Stock	—	—	$28K	$33K	<0.1%
Ameriprise Financial Inc Stock	—	—	$17K	$33K	<0.1%
Gilead Sciences Inc Stock	—	—	$22K	$33K	<0.1%
Solventum Corp Stock	—	—	$32K	$33K	<0.1%
Light & Wonder Inc Stock	—	—	$39K	$32K	<0.1%
Davita Inc Stock	—	—	$23K	$32K	<0.1%
Abbvie Inc Stock	—	—	$18K	$32K	<0.1%
Citigroup Inc Stock	—	—	$22K	$32K	<0.1%
Pfizer Inc Stock	—	—	$35K	$32K	<0.1%
Goldman Sachs Group Inc Stock	—	—	$22K	$32K	<0.1%
Laboratory Cp Stock	—	—	$27K	$32K	<0.1%
Valley National Bancorp Stock	—	—	$36K	$31K	<0.1%
Cencora Inc Stock	—	—	$11K	$31K	<0.1%
Rty Pharma Stock	—	—	$33K	$31K	<0.1%
Synovus Financial Corp Stock	—	—	$24K	$31K	<0.1%
Jackson Financial Inc Stock	—	—	$31K	$31K	<0.1%
Molina Healthcare Inc Stock	—	—	$30K	$31K	<0.1%
Regions Financial Corp Stock	—	—	$25K	$31K	<0.1%
Molson Coors Beverage Co Stock	—	—	$30K	$31K	<0.1%
Mckesson Corporation Com Stock	—	—	$12K	$30K	<0.1%
Jazz Pharmaceuticals Stock	—	—	$27K	$29K	<0.1%
Hologic Inc Stock	—	—	$34K	$29K	<0.1%
Quest Diagnostics Inc Stock	—	—	$24K	$29K	<0.1%
Murphy Oil Corp Stock	—	—	$22K	$17K	<0.1%
Shell PLC Stock	—	—	$13K	$17K	<0.1%
Haliburton Company Stock	—	—	$24K	$17K	<0.1%
NOV Inc Stock	—	—	$16K	$16K	<0.1%
Civitas Resources Inc Stock	—	—	$22K	$16K	<0.1%
Baker Hughes Co Stock	—	—	$11K	$16K	<0.1%
SM Energy Co Stock	—	—	$19K	$16K	<0.1%
Schlumberger Ltd Stock	—	—	$16K	$15K	<0.1%
Ovintiv Inc Stock	—	—	$16K	$15K	<0.1%
BP PLC Stock	—	—	$15K	$14K	<0.1%
T-Mobile Us Inc Stock	—	—	$5K	$14K	<0.1%
Verizon Communications Stock	—	—	$13K	$14K	<0.1%
Evergy Inc Stock	—	—	$12K	$13K	<0.1%
OGE Energy Corp Stock	—	—	$10K	$13K	<0.1%
PPL Corporation Stock	—	—	$10K	$13K	<0.1%
UGI Corp Stock	—	—	$11K	$13K	<0.1%
NRG Energy Inc Stock	—	—	$8K	$13K	<0.1%
Dominion Energy Inc Stock	—	—	$12K	$13K	<0.1%
Xcel Energy Inc Stock	—	—	$11K	$12K	<0.1%
Vistra Corp Stock	—	—	$8K	$12K	<0.1%
FirstEnergy Corp Stock	—	—	$12K	$12K	<0.1%
Southwest Gas Holdings Stock	—	—	$12K	$12K	<0.1%
3M Company Stock	—	—	$8K	$11K	<0.1%
Snap On Inc Stock	—	—	$6K	$10K	<0.1%
CSX Corp Stock	—	—	$12K	$10K	<0.1%
Carlise Cos Inc Stock	—	—	$5K	$10K	<0.1%
Genuine Parts Co Stock	—	—	$11K	$10K	<0.1%
Ryder System Inc Stock	—	—	$6K	$10K	<0.1%
Topbuild Corp Stock	—	—	$11K	$10K	<0.1%
PG&E Corp Stock	—	—	$12K	$10K	<0.1%
Borg Warner Inc Stock	—	—	$12K	$10K	<0.1%
Masco Corp Stock	—	—	$5K	$10K	<0.1%
Matson Inc Stock	—	—	$12K	$10K	<0.1%
Mueller Industries Inc Stock	—	—	$5K	$10K	<0.1%
Core and Main Inc Stock	—	—	$8K	$10K	<0.1%
Dover Corp Stock	—	—	$4K	$10K	<0.1%
Autoliv Inc Stock	—	—	$9K	$10K	<0.1%
Parker Hannifin Corp Stock	—	—	$2K	$10K	<0.1%
Vontier Corp Stock	—	—	$9K	$10K	<0.1%
Knight-Swift Transportation Holdings Stock	—	—	$12K	$10K	<0.1%
Emcor Group Inc Stock	—	—	$3K	$10K	<0.1%
Emerson Electric Co Stock	—	—	$5K	$10K	<0.1%
Gates Indl Corp Stock	—	—	$10K	$9K	<0.1%
Jacobs Solutions Inc Stock	—	—	$5K	$9K	<0.1%
Oshkosh Corporation Stock	—	—	$10K	$9K	<0.1%
Lear Corp Stock	—	—	$12K	$9K	<0.1%
United Parcel Service Stock	—	—	$10K	$9K	<0.1%
United Rentals Inc Stock	—	—	$3K	$9K	<0.1%
Acuity Brands Inc Stock	—	—	$4K	$9K	<0.1%
Allison Transmission Holdings Inc Stock	—	—	$4K	$9K	<0.1%
Gentex Corp Stock	—	—	$8K	$9K	<0.1%
Berry Global Group Inc Stock	—	—	$5K	$7K	<0.1%
Reliance Inc Stock	—	—	$3K	$7K	<0.1%
Ingredion Inc Stock	—	—	$5K	$7K	<0.1%
Packaging Corp American Stock	—	—	$4K	$7K	<0.1%
Louisiana Pac Corp Stock	—	—	$6K	$6K	<0.1%
Owens Corning Inc Stock	—	—	$4K	$6K	<0.1%
Westlake Corp Stock	—	—	$6K	$6K	<0.1%
Amcor Plc Stock	—	—	$7K	$6K	<0.1%
CF Inds Holdings Stock	—	—	$6K	$6K	<0.1%
Eastman Chemical Co Stock	—	—	$5K	$6K	<0.1%
Builders Firstsource Inc Stock	—	—	$6K	$6K	<0.1%
Steel Dynamics Inc Stock	—	—	$3K	$6K	<0.1%
Sonoco Products Co Stock	—	—	$7K	$6K	<0.1%
Commercial Metals Co Stock	—	—	$5K	$6K	<0.1%
UFP Industries Inc Stock	—	—	$5K	$6K	<0.1%
Nucor Corporation Stock	—	—	$5K	$6K	<0.1%
LyondellBasell Industries Stock	—	—	$6K	$5K	<0.1%