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Original filing (PDF)20251015193508NAL0002823059001
AMERICAN POSTAL WORKERS UNION AFL-CIO HEALTH PLAN
Form 5500
FILING_RECEIVED
AMERICAN POSTAL WORKERS UNION HEALTH PLAN EMPLOYEE PENSION PLAN
Defined-benefit pension plan
Signals · 2
41% in single holdingNo recordkeeper disclosed
Active participants
154
Accounts w/ balance
—
Plan assets (EOY)
$67.1M
Net assets (EOY)
$67.1M
How this plan invests
This plan
2 pooled trusts
Schedule D
9 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
79
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Marco Consulting Group MCG Equity Group Trust" is 41% of plan.
- 42 bps in Schedule C fees — 165% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN POSTAL WORKERS UNION AFL-CIO HEALTH PLAN.
Plan sponsor
Name
AMERICAN POSTAL WORKERS UNION AFL-CIO HEALTH PLAN
EIN
52-0940594
Address
6514 MEADOWRIDGE RD · SUITES 195 · ELKRIDGE, MD · 21075
Phone
(410) 424-1500
Industry
Finance & Insurancesee all
Plan administrator
Name
THE BOARD OF TRUSTEES OF THE APWU HEALTH PLAN EMPLOYEES' PENSION PLAN
EIN
52-6132910
City
ELKRIDGE, MD
Phone
(410) 424-1500
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
WITHUMSMITH + BROWN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL MARCO ADVISORS | 13-2646110 | — | NONE | $117K | — |
| AMERICAN REALTY ADVISORS | 33-0123114 | — | NONE | $77K | — |
| WILLIS TOWERS WATSON | 13-3478879 | — | NONE | $57K | — |
| WITHUMSMITH + BROWN PC | 22-2027092 | — | NONE | $34K | — |
Investments
7 direct securities · 2 pooled funds· $66.8M(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.
103-12 Investment Entity
$50.4M
2 holdings
Uncategorized
$13.3M
6 holdings
Mutual Funds
$3.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| EQUITY GROUP TRUST MARCO CONSULTING GROUP · EIN 27-6230536 / PN 001 | 103-12 Investment Entity | — | $8.7M | $27.5M | 41.0% | |
| FIXED INCOME GROUP TRUST MARCO CONSULTING GROUP · EIN 27-6230536 / PN 002 | 103-12 Investment Entity | — | $19.9M | $22.9M | 34.1% | |
| Fund Limited partnerships American Realty Advisor American Core Realty Fund, L.P. | — | — | $6.0M | $6.4M | 9.6% | |
| Fidelity Long Term Treasure Bond Index | Mutual Funds | — | $5.0M | $3.2M | 4.7% | |
| Grosvenor Capital Management, L.P. Multi Asset Class Fund III, L.P. | — | — | $1.5M | $2.0M | 3.0% | |
| Francisco Parnters FP Credit Partners II Aggregator | — | — | $1.5M | $1.8M | 2.6% | |
| Grosvenor Capital Management, L.P. MCG Altscape Fund, L.P. | — | — | $130K | $1.6M | 2.3% | |
| AG DLI Investments II AG DLI II, L.P. | — | — | $87K | $833K | 1.2% | |
| Interest bearing cash * Amalgamated Bank of Chicago Goldman Financial Square Govt-A | — | — | $661K | $661K | 1.0% |