Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Newspaper And Mail Deliverers' Publishers' Pensio
- Sponsor EIN: 136122251
- Sponsor Address: 1400 OLD COUNTY ROAD SUITE 406, WESTBURY, NY, 115905156
- Plan Type: DB
- Plan Number: 001
- Total Participants: 267
- Total Assets: $118.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 267 | $118.2M | $1.5M | $0 |
| 2023 | 301 | $120.7M | $1.9M | $0 |
| 2022 | 318 | $117.6M | $2.0M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PROSKAUER ROSE, LLP | Other Service Provider | $246,036 | — | $246,036 |
| C & R CONSULTING, INC. | Other Service Provider | $182,700 | — | $182,700 |
| FIRST ACTUARIAL CONSULTING, INC. | Other Service Provider | $88,881 | — | $88,881 |
| QUANVEST CONSULTANTS | Other Service Provider | $78,000 | — | $78,000 |
| WESTERN ASSET MANAGEMENT COMPANY | Other Service Provider | $60,371 | — | $60,371 |
| CARY KANE, PLLC | Other Service Provider | $55,233 | — | $55,233 |
| AMALGAMATED BANK OF CHICAGO | Other Service Provider | $53,142 | — | $53,142 |
| PRUDENTIAL INSURANCE CO. OF AMERICA | Recordkeeper | $40,471 | — | $40,471 |
| CALIBRE CPA GROUP, PLLC | Auditor | $33,130 | — | $33,130 |
| THE SEGAL COMPANY (EASTERN STATES) | Other Service Provider | $19,123 | — | $19,123 |
| NOVAK FRANCELLA | Auditor | $16,880 | — | $16,880 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRUDENTIAL INSURANCE CO. OF AMERICA — Recordkeeper
- CALIBRE CPA GROUP, PLLC — Auditor
- NOVAK FRANCELLA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $873,967
- Estimated Expense Ratio: 0.739% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $965,702 | $146,591 | $182,700 | $33,130 | — |
| 2023 | $890,281 | $172,183 | $182,700 | $35,590 | — |
| 2022 | $865,327 | $237,248 | $182,700 | — | $293,758 |