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Original filing (PDF)20251212105040NAL0007365907001
PRINTING LOCAL 72 INDUSTRY PENSION FUND C/O ASSOCIATED ADMINISTRATORS
Form 5500
FILING_RECEIVED
PRINTING LOCAL 72 INDUSTRY PENSION PLAN
Defined-benefit pension plan
Signals · 1
8 service providers
Active participants
22
Accounts w/ balance
—
Plan assets (EOY)
$45.9M
Net assets (EOY)
$45.9M
How this plan invests
This plan
112 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 68 bps in Schedule C fees — 133% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRINTING LOCAL 72 INDUSTRY PENSION FUND C/O ASSOCIATED ADMINISTRATORS.
Plan sponsor
Name
PRINTING LOCAL 72 INDUSTRY PENSION FUND C/O ASSOCIATED ADMINISTRATORS
EIN
52-6033899
Address
911 RIDGEBROOK ROAD · SPARKS, MD · 211529459
Phone
(410) 683-6500
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-03-01
Tax period
2025-02-28
Filed
2025-12-12
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
WITHUMSMITH&BROWN PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSOCIATED ADMINISTRATORS | 65-1205077 | — | NONE | $96K | — |
| THE MCKEOGH COMPANY | 23-3003375 | — | NONE | $54K | — |
| MANNING NAPIER | 45-3328488 | — | NONE | $49K | — |
| O'DONOGHUE & O'DONOGHUE | 53-6120528 | — | NONE | $39K | — |
| WITHUMSMITH & BROWN, P.C. | 22-2027092 | — | NONE | $37K | — |
| DAHAB ASSOCIATES | — | BAY SHORE, NY | NONE | $21K | — |
| PNC INSTITUTIONAL TRUST | 22-1146430 | — | NONE | $8K | — |
| DOYLE PRINTING & COMMUNICATIONS | — | HYATTSVILLE, MD | NONE | $6K | — |
Investments
74 direct securities· $27.7M(60% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Exchange-Traded Fund VANGUARD TOTAL STOCK MARKET (VTI) EFT N/A | — | — | $4.3M | $4.7M | 10.2% | |
| GEORGIA PACIFIC CORP BONDS Corporate Bonds 8.875% 5/15/2031 | — | — | $403K | $392K | 0.9% | |
| DAIMLERCHRYSLER NA HLDG CONS COMPANY GUARNT Corporate Bonds 8.500% 1/18/2031 | — | — | $393K | $379K | 0.8% | |
| GEORGIA PACIFIC CORP CONS Corporate Bonds 7.750% 11/15/2029 | — | — | $384K | $374K | 0.8% | |
| RIO TINTO FIN UAS LTD ISIN US767201AD89 SEDOL B3B8V00 Corporate Bonds 7.125% 7/15/2028 | — | — | $371K | $362K | 0.8% | |
| MORGAN ST DEAN WITTER NTS Corporate Bonds 7.250% 4/1/2032 | — | — | $375K | $360K | 0.8% | |
| EQUINOR ASA SEDOL 7234556 ISIN US656531AM27 Corporate Bonds 7.250% 9/23/2027 | — | — | $366K | $359K | 0.8% | |
| ONCOR ELECTRIC DELIVERY SECR Corporate Bonds 7.000% 5/1/2032 | — | — | $365K | $352K | 0.8% | |
| METLIFE INC SR NTS Corporate Bonds 6.500% 12/15/2032 | — | — | $359K | $349K | 0.8% | |
| WESTPAC BANKING CORP SEDOL ISIN US961214FN86 Corporate Bonds 5.535% 11/17/2028 | — | — | $355K | $348K | 0.8% | |
| ENTERPRISE PRODS OPER CO GUARNT SERIES B Corporate Bonds 6.875% 3/1/2033 | — | — | $358K | $348K | 0.8% | |
| BANK OF MONTREAL SEDOL BKPJSR4 ISIN US06368LWU69 Corporate Bonds 5.717% 9/25/2028 | — | — | $353K | $347K | 0.8% | |
| TOYOTA MOTOR CREDIT CORP Corporate Bonds 5.550% 11/20/2030 | — | — | $353K | $345K | 0.8% | |
| CANADIAN IMPERIAL BANK SEDOL 2LMV7F0 ISIN US13607LWT69 Corporate Bonds 5.926% 10/2/2026 | — | — | $346K | $342K | 0.7% | |
| TOYOTA MOTOR CREDIT CORP Corporate Bonds 5.400% 11/20/2026 | — | — | $344K | $341K | 0.7% | |
| NATIONAL AUSTRALIA BK/NY SEDOL ISIN US63253QAB05 Corporate Bonds 4.944% 1/12/2028 | — | — | $344K | $340K | 0.7% | |
| BHP BILLITON FIN USA LTD SEDOL 2LKVXJ8 ISIN US055451BD93 Corporate Bonds 5.250% 9/8/2030 | — | — | $348K | $340K | 0.7% | |
| Corporate Notes and Bonds AMAZON.COM INC CALL 11/01/2027 UNSC Corporate Bonds 4.550% 12/1/2027 | — | — | $343K | $338K | 0.7% | |
| PHILIP MORRIS INTL INC UNSC Corporate Bonds 4.750% 2/12/2027 | — | — | $340K | $337K | 0.7% | |
| AUST & NZ BANKING GRP NY SEDOL ISIN US05254JAA88 Corporate Bonds 5.088% 12/8/2025 | — | — | $338K | $337K | 0.7% | |
| AMAZON.COM INC CALL 10/01/2029 UNSC Corporate Bonds 4.650% 12/1/2029 | — | — | $342K | $336K | 0.7% | |
| JOHN DEERE CAPITAL CORP SER MTN UNSC Corporate Bonds 4.850% 6/11/2029 | — | — | $342K | $335K | 0.7% | |
| CATERPILLAR FINL SERVICE UNSC Corporate Bonds 4.850% 2/27/2029 | — | — | $342K | $335K | 0.7% | |
| INTERCONTINENTAL EXCHANGE CALL 04/23/2025 UNSC Corporate Bonds 3.650% 5/23/2025 | — | — | $332K | $334K | 0.7% | |
| ROYAL BANK OF CANADA SER GMTN SEDOL 2KCX3H3 ISIN US78016FZS63 Corporate Bonds 4.240% 8/3/2027 | — | — | $337K | $334K | 0.7% | |
| PACCAR FINANCIAL CORP Corporate Bonds 4.600% 1/31/2029 | — | — | $338K | $333K | 0.7% | |
| WALT DISNEY COMPANY/THE UNSC Corporate Bonds 3.150% 9/17/2025 | — | — | $331K | $333K | 0.7% | |
| NATIONAL AUSTRALIA BK/NY SEDOL BN95L14 ISIN US63254ABE73 Corporate Bonds 3.905% 6/9/2027 | — | — | $334K | $332K | 0.7% | |
| BANK OF NOVA SCOTIA SEDOL ISIN US06417XAP69 Corporate Bonds 4.850% 2/1/2030 | — | — | $338K | $332K | 0.7% | |
| BANK OF AMERICA CORP SER L UNSC Corporate Bonds 3.500% 4/19/2026 | — | — | $331K | $331K | 0.7% | |
| GLAXOSMITHKLINE CAP INC COGT Corporate Bonds 3.875% 5/15/2028 | — | — | $334K | $331K | 0.7% | |
| IBM CORP UNSC Corporate Bonds 3.300% 5/15/2026 | — | — | $330K | $330K | 0.7% | |
| TOTAL CAPITAL SA Corporate Bonds 3.883% 10/11/2028 | — | — | $334K | $329K | 0.7% | |
| MORGAN STANLEY SER MTN UNSC Corporate Bonds 3.125% 7/27/2026 | — | — | $328K | $329K | 0.7% | |
| MIZUHO FINANCIAL GROUP SEDOL BD3RRR4 ISIN US60687YAG44 Corporate Bonds 2.839% 9/13/2026 | — | — | $325K | $327K | 0.7% | |
| US BANCORP SER X CALL 03/27/2027 Corporate Bonds 3.150% 4/27/2027 | — | — | $328K | $327K | 0.7% | |
| AMERICAN HONDA FINANCE SER GMTN UNSC Corporate Bonds 3.500% 2/15/2028 | — | — | $328K | $326K | 0.7% | |
| TORONTO-DOMINION BANK SER MTN Corporate Bonds 2.800% 3/10/2027 | — | — | $324K | $324K | 0.7% | |
| CHARLES SCHWAB CORP CALL 02/11/2026 UNSC Corporate Bonds 0.900% 3/11/2026 | — | — | $318K | $323K | 0.7% | |
| META PLATFORMS INC CALL 06/15/2031 UNSC Corporate Bonds 4.550% 8/15/2031 | — | — | $327K | $321K | 0.7% | |
| MARSH & MCLENNAN COS INC UNSC Corporate Bonds 5.400% 9/15/2033 | — | — | $332K | $320K | 0.7% | |
| PUB SVC NEW HAMP CALL 07/01/2033 MORT Corporate Bonds 5.350% 10/1/2033 | — | — | $328K | $318K | 0.7% | |
| UNILEVER CAPITAL CORP CALL 09/08/2033 COGT Corporate Bonds 5.000% 12/8/2033 | — | — | $327K | $316K | 0.7% | |
| HONEYWELL INTERNATIONAL CALL 12/01/2031 UNSC Corporate Bonds 4.750% 2/1/2032 | — | — | $324K | $315K | 0.7% | |
| PUBLIC STORAGE UNSC Corporate Bonds 5.100% 8/1/2033 | — | — | $322K | $314K | 0.7% | |
| KLA CORP CALL 04/15/2032 UNSC Corporate Bonds 4.650% 7/15/2032 | — | — | $322K | $314K | 0.7% | |
| PROGRESSIVE CORP CALL 03/15/2033 UNSC Corporate Bonds 4.950% 6/15/2033 | — | — | $322K | $312K | 0.7% | |
| MITSUBISHI UFJ FIN GRP SEDOL BKFH1S0 ISIN US606822BM52 Corporate Bonds 3.195% 7/18/2029 | — | — | $314K | $311K | 0.7% | |
| BHP BILLITON FIN USA LTD SEDOL 2KTT374 ISIN US055451BA54 Corporate Bonds 4.900% 2/28/2033 | — | — | $319K | $310K | 0.7% | |
| PAYPAL HOLDINGS INC CALL 03/01/2034 UNSC Corporate Bonds 5.150% 6/1/2034 | — | — | $304K | $309K | 0.7% | |
| PRUDENTIAL FDG ASIA PLC SEDOL BPJLBD8 ISIN US744330AA93 Corporate Bonds 3.125% 4/14/2030 | — | — | $310K | $307K | 0.7% | |
| CENTERPOINT ENER HOUSTON CALL 07/01/2032 MORT Corporate Bonds 4.450% 10/1/2032 | — | — | $314K | $306K | 0.7% | |
| MERCK & CO INC CALL 02/17/2033 UNSC Corporate Bonds 4.500% 5/17/2033 | — | — | $315K | $305K | 0.7% | |
| ELI LILLY & CO CALL 11/09/2033 UNSC Corporate Bonds 4.700% 2/9/2034 | — | — | $297K | $302K | 0.7% | |
| PNC BANK NA Corporate Bonds 2.700% 10/22/2029 | — | — | $304K | $302K | 0.7% | |
| STATE STREET CORP UNSC Corporate Bonds 2.400% 1/24/2030 | — | — | $305K | $301K | 0.7% | |
| EXXON MOBIL CORPORATION CALL 07/15/2030 UNSC Corporate Bonds 2.610% 10/15/2030 | — | — | $305K | $299K | 0.7% | |
| META PLATFORMS INC SER WI CALL 05/15/2032 Corporate Bonds 3.850% 8/15/2032 | — | — | $306K | $298K | 0.6% | |
| COMCAST CORP UNSC Corporate Bonds 4.250% 1/15/2033 | — | — | $304K | $294K | 0.6% | |
| UNITEDHEALTH GROUP INC CALL 02/15/2030 UNSC Corporate Bonds 2.000% 5/15/2030 | — | — | $295K | $290K | 0.6% | |
| COCA-COLA CO/THE UNSC CALL 03/01/2030 UNSC Corporate Bonds 1.650% 6/1/2030 | — | — | $291K | $286K | 0.6% | |
| BP CAP MARKETS AMERICA CALL 05/10/2030 COGT Corporate Bonds 1.749% 8/10/2030 | — | — | $288K | $285K | 0.6% | |
| DTE ELECTRIC CO SER A CALL 12/01/2031 Corporate Bonds 3.000% 3/1/2032 | — | — | $289K | $283K | 0.6% | |
| CBOE GLOBAL MARKETS INC CALL 09/15/2030 UNSC Corporate Bonds 1.625% 12/15/2030 | — | — | $285K | $279K | 0.6% | |
| STATE STREET CORP SUB Corporate Bonds 2.200% 3/3/2031 | — | — | $283K | $278K | 0.6% | |
| US BANCORP SER MTN CALL 04/22/2030 Corporate Bonds 1.375% 7/22/2030 | — | — | $282K | $278K | 0.6% | |
| JOHN DEERE CAPITAL CORP SER MTN UNSC Corporate Bonds 2.000% 6/17/2031 | — | — | $279K | $275K | 0.6% | |
| SALESFORCE.COM INC CALL 04/15/2031 UNSC Corporate Bonds 1.950% 7/15/22031 | — | — | $277K | $275K | 0.6% | |
| TORONTO-DOMINION BANK Corporate Bonds 2.000% 9/10/2031 | — | — | $276K | $273K | 0.6% | |
| ENTERGY LOUISIANA LLC CALL 03/15/2032 MORT Corporate Bonds 2.350% 6/15/2032 | — | — | $271K | $268K | 0.6% | |
| BROOKFIELD FINANCE INC SEDOL BMD9Z57 ISIN US11272BAA17 Corporate Bonds 2.340% 1/30/2032 | — | — | $270K | $267K | 0.6% | |
| INTERCONTINENTAL EXCHANGE CALL 06/15/2032 UNSC Corporate Bonds 1.850% 9/15/2032 | — | — | $261K | $255K | 0.6% | |
| Short-Term Investments FEDERATED HERMES GOVERNMENT SHS #116 Money Market N/A | — | — | $246K | $246K | 0.5% | |
| FEDERATED HERMES GOVERNMENT SHS #117 Money Market N/A | — | — | $62K | $62K | 0.1% |
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