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Original filing (PDF)20250916055430NAL0001699713002
AMERICAN POSTAL WORKERS UNION, AFL-CIO
Form 5500
FILING_RECEIVED
AMERICAN POSTAL WORKERS UNION OFFICERS' QUALIFIED RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
58% in single holding
Active participants
99
Accounts w/ balance
—
Plan assets (EOY)
$120.2M
Net assets (EOY)
$120.1M
How this plan invests
This plan
2 pooled trusts
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: EQUITY GROUP TRUST (A FUND WITHIN THE MARCO CONSULTING GROUP TRUST I) (extraction pending)]" is 58% of plan.
- 36 bps in Schedule C fees — 262% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN POSTAL WORKERS UNION, AFL-CIO.
Plan sponsor
Name
AMERICAN POSTAL WORKERS UNION, AFL-CIO
EIN
52-0913725
Address
1300 L STREET NW · WASHINGTON, DC · 200054107
Phone
(202) 842-4215
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
333
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-16
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL MARCO ADVISORS | 13-2646110 | — | NONE | $191K | — |
| TOWERS WATSON DELAWARE INC | 53-0181291 | ARLINGTON, VA | NONE | $108K | — |
| AMERICAN REALTY ADVISORS | 33-0123114 | — | NONE | $67K | — |
| DAYFORCE | — | BLOOMINGTON, MN | NONE | $43K | — |
| CALIBRE CPA GROUP PLLC | 47-0900880 | — | NONE | $25K | — |
Investments
2 pooled funds· $85.1M(71% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MCG EQUITY GROUP TRUST MARCO CONSULTING GROUP TRUST · EIN 27-6230536 / PN 001 | 103-12 Investment Entity | — | — | $49.0M | 40.7% | |
| MCG FIXED INCOME GROUP TRUST MARCO CONSULTING GROUP TRUST · EIN 27-6230536 / PN 002 | 103-12 Investment Entity | — | — | $36.2M | 30.1% |