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Original filing (PDF)20251015201451NAL0011091762001
AMERICAN POSTAL WORKERS UNION, AFL-CIO HEALTH PLAN
Form 5500
FILING_RECEIVED
AMERICAN POSTAL WORKERS UNION HEALTH PLAN MANAGEMENT STAFF PENSION PLAN
Defined-benefit pension plan
Signals · 1
60% in single holding
Active participants
74
Accounts w/ balance
—
Plan assets (EOY)
$27.3M
Net assets (EOY)
$27.3M
How this plan invests
This plan
2 pooled trusts
Schedule D
6 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 "Registered Investment Companies Fidelity Fidelity Long-Term Treasury Bond Index" is 60% of plan.
- 60 bps in Schedule C fees — 107% above peer band of 29 bps.
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 · SUITE 195 · ELKRIDGE, MD · 21075
Phone
(410) 424-1500
Industry
Finance & Insurancesee all
Plan administrator
Name
BOARD OF TRUSTEES OF THE APWU HEALT PLAN MANAGEMENT STAFF PENSION PLAN
EIN
52-1134596
City
ELKRIDGE, MD
Phone
(410) 424-1500
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLISTOWERSWATSON | 13-3954297 | — | NONE | $60K | — |
| SEGAL MARCO ADVISORS | 13-2646110 | — | NONE | $45K | — |
| WITHUMSMITH+BROWN, PC | 22-2027092 | — | NONE | $32K | — |
| AMERICAN REALTY ADVISORS | 33-0123114 | — | NONE | $27K | — |
Investments
4 direct securities · 2 pooled funds· $24.9M(91% 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
$17.4M
4 holdings
103-12 Investment Entity
$7.6M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Registered Investment Companies Fidelity Long-Term Treasury Bond Index | — | — | $18.0M | $15.0M | 54.8% | |
| FIXED INCOME GROUP TRUST MARCO CONSULTING GROUP · EIN 27-6230536 / PN 002 | 103-12 Investment Entity | — | $3.5M | $4.0M | 14.6% | |
| EQUITY GROUP TRUST MARCO CONSULTING GROUP · EIN 27-6230536 / PN 001 | 103-12 Investment Entity | — | $1.2M | $3.6M | 13.2% | |
| American Realty Advisors American Core Realty Fund, L.P. | — | — | $2.1M | $1.8M | 6.6% | |
| Fund Limited Partnerships * Grosvenor Capital Management MCG Altscape Fund, L.P. | — | — | $37K | $450K | 1.6% | |
| Interest-Bearing Cash * Amalgamated Bank of Chicago Goldman Financial Square Govt-A | — | — | $128K | $128K | 0.5% |
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