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Original filing (PDF)20260310074850NAL0003462225001
BOARD OF TRUSTEES OF NEWSPAPER AND MAIL DELIVERERS' PUBLISHERS' PENSIO
Form 5500
FILING_RECEIVED
NEWSPAPER AND MAIL DELIVERERS' PUBLISHERS' PENSION FUND
Defined-benefit pension plan
Signals · 3
52% in single holdingNo recordkeeper disclosed11 service providers
Active participants
267
Accounts w/ balance
—
Plan assets (EOY)
$118.2M
Net assets (EOY)
$118.1M
How this plan invests
This plan
3 pooled trusts
Schedule D
8 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard" is 52% of plan.
- 74 bps in Schedule C fees — 639% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES OF NEWSPAPER AND MAIL DELIVERERS' PUBLISHERS' PENSIO.
Plan sponsor
Name
BOARD OF TRUSTEES OF NEWSPAPER AND MAIL DELIVERERS' PUBLISHERS' PENSIO
EIN
13-6122251
Address
1400 OLD COUNTY ROAD SUITE 406 · WESTBURY, NY · 115905156
Phone
(212) 869-5986
Industry
Information / Tech / Mediasee all
Plan administrator
Name
MARSHALL AND MOSS
EIN
81-2845805
City
WESTBURY, NY
Phone
(516) 333-9010
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2026-03-10
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
11 rowsOther
11| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROSKAUER ROSE, LLP | 13-1840454 | — | NONE | $246K | — |
| C & R CONSULTING, INC. | 13-3935364 | — | NONE | $183K | — |
| FIRST ACTUARIAL CONSULTING, INC. | 26-3842522 | — | NONE | $89K | — |
| QUANVEST CONSULTANTS | 11-2559669 | — | NONE | $78K | — |
| WESTERN ASSET MANAGEMENT COMPANY | 52-1200960 | — | NONE | $60K | — |
| CARY KANE, PLLC | 88-1989795 | — | NONE | $55K | — |
| AMALGAMATED BANK OF CHICAGO | 36-0721895 | — | NONE | $53K | — |
| PRUDENTIAL INSURANCE CO. OF AMERICA | 22-1211670 | — | NONE | $40K | — |
| CALIBRE CPA GROUP, PLLC | 47-0900880 | — | NONE | $33K | — |
| THE SEGAL COMPANY (EASTERN STATES) | 13-1835864 | — | NONE | $19K | — |
| NOVAK FRANCELLA | 61-1436956 | — | NONE | $17K | — |
Investments
8 direct securities · 3 pooled funds· $139.9M(100% 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.
Uncategorized
$117.8M
8 holdings
Common Collective Trust
$15.0M
1 holding
Pooled Separate Account
$7.0M
1 holding
103-12 Investment Entity
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard | — | — | $63.2M | $60.7M | 51.3% | |
| Vanguard | — | — | $14.8M | $15.9M | 13.5% | |
| Wellington | — | — | $15.1M | $15.0M | 12.7% | |
| WTC-CIF II CORE BOND WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 026 | Common Collective Trust | — | — | $15.0M | 12.7% | |
| Boyd Watterson | — | — | $9.9M | $10.4M | 8.8% | |
| Prudential | — | — | $5.5M | $7.0M | 5.9% | |
| PRISA SA PRUDENTIAL INSURANCE COMPANY OF AMERICA · EIN 22-1211670 / PN 038 | Pooled Separate Account | — | — | $7.0M | 5.9% | |
| Corbin Capital | — | — | $3.0M | $4.9M | 4.2% | |
| Skybridge Capital | — | — | $2.1M | $2.8M | 2.4% | |
| Goldman Financial | — | — | $1.1M | $1.1M | 0.9% | |
| WESTERN ASSET US CORE BOND FUND LLC WESTERN ASSET MANAGEMENT CO. LLC · EIN 20-0219111 / PN 001 | 103-12 Investment Entity | — | — | $0 | <0.1% |