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Original filing (PDF)20250415112539NAL0001456739003
GRAPHIC COMMUNICATIONS BENEVOLENT TRUST FUND
Form 5500
FILING_RECEIVED
GRAPHIC COMMUNICATIONS BENEVOLENT TRUST FUND
Health & welfare plan
Signals · 2
No recordkeeper disclosed8 service providers
Active participants
11,710
Accounts w/ balance
—
Plan assets (EOY)
$63.4M
Net assets (EOY)
$61.2M
How this plan invests
This plan
2 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
- 60 bps in Schedule C fees — 275% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
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 GRAPHIC COMMUNICATIONS BENEVOLENT TRUST FUND.
Plan sponsor
Name
GRAPHIC COMMUNICATIONS BENEVOLENT TRUST FUND
EIN
52-1632857
Address
12301 OLD COLUMBIA PIKE · SUITE 310 · SILVER SPRING, MD · 20904
Phone
(240) 223-0310
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-15
Welfare benefit codes
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMALGAMATED BANK OF NEW YORK | 13-4920330 | — | PLAN CUSTODIAN, INV MGMT | $25K | — |
Other
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINTING PACKAGING AND PRODUCTION W | 62-0247360 | — | SPONSOR | $180K | — |
| ALLIANCE BERNSTEIN L.P. | 13-4064930 | — | NONE | $96K | — |
| CALIBRE CPA GROUP PLLC | 47-0900880 | — | NONE | $20K | — |
| MOONEY,GREEN,SAINDON,MURPHY &WELCH | 52-1958229 | — | NONE | $19K | — |
| CHEIRON | 13-4215617 | — | NONE | $18K | — |
| MARQUETTE ASSOCIATES | 36-3485298 | — | NONE | $13K | — |
| ULLICO INVESTMENT ADVISORS | 52-6435649 | — | NONE | $10K | — |
Investments
2 pooled funds· $32.6M(51% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| LONGVIEW BROAD MARKET 3000 INDEX AMALGAMATED BANK · EIN 46-2044956 / PN 020 | Common Collective Trust | $29.3M | 46.1% |
| PARAMETRIC DEFENSIVE EQUITY FUND NORTHERN TRUST · EIN 45-2531297 / PN 001 | Common Collective Trust | $3.4M | 5.3% |
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