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Original filing (PDF)20250826104000NAL0015074736001
NEWSPAPER AND MAGAZINE EMPLOYEES UNION AND PHILADELPHIA PUBLISHERS PEN
Form 5500
FILING_RECEIVED
NEWSPAPER AND MAGAZINE EMPLOYEES UNION AND PHILADELPHIA PUBLISHERS PENSION PLAN
Defined-benefit pension plan
Signals · 1
~2508 bps in Sched C fees
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$952K
Net assets (EOY)
$352K
Plan health score (directional)
82
/ 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
75
Participation health
90
Knocking points off
- 2508 bps in Schedule C fees — 1487% above peer band of 158 bps.
- Plan is frozen (1I) — no new benefit accrual.
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEWSPAPER AND MAGAZINE EMPLOYEES UNION AND PHILADELPHIA PUBLISHERS PEN.
Plan sponsor
Name
NEWSPAPER AND MAGAZINE EMPLOYEES UNION AND PHILADELPHIA PUBLISHERS PEN
EIN
23-6626973
Address
1000 WEST VALLEY ROAD · P.O. BOX 405 · SOUTHEASTERN, PA · 19399
Phone
(484) 328-8111
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-26
Pension benefit codes
1B · Flat-dollar DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
BACHELER & COMPANY PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE MCKEOGH COMPANY | 23-3003375 | CONSHOHOCKEN, PA | NONE | $120K | — |
| PHOENIX BENEFIT ADMINISTRATORS LLC | 84-4000013 | SOUTHEASTERN, PA | NONE | $80K | — |
| MERANZE, KATZ & GAUDIOSO PC | 23-2943773 | PHILADELPHIA, PA | NONE | $24K | — |
| BACHELER & COMPANY PC | 23-2978066 | CHERRY HILL, NJ | NONE | $14K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.