Plan Snapshot
- Plan Sponsor: Mailers-Publishers' Welfare Trust Fund
- Sponsor EIN: 136094926
- Sponsor Address: 1400 OLD COUNTRY ROAD, SUITE 406, WESTBURY, NY, 11590
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 49
- Total Assets: $1.3M
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 | 49 | $1.3M | $255,071 | $123,948 |
| 2023 | 54 | $2.7M | $732,852 | $123,725 |
| 2022 | 62 | $3.3M | $925,710 | $165,075 |
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 | $119,361 | — | $119,361 |
| ARCHER, BYINGTON, GLENNON & LEVINE | ERISA Attorney | $42,240 | — | $42,240 |
| WEAVER AND TIDWELL, L.L.P. | Auditor | $31,000 | — | $31,000 |
| ANTHEM BLUE CROSS | Other Service Provider | $30,602 | — | $30,602 |
| FIRST ACTUARIAL CONSULTING, INC. | Other Service Provider | $30,000 | — | $30,000 |
| C&R CONSULTING, INC. | Other Service Provider | $28,000 | — | $28,000 |
| QUANVEST CONSULTANTS INC | Other Service Provider | $10,829 | — | $10,829 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER AND TIDWELL, L.L.P. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $292,032
- Estimated Expense Ratio: 22.080% 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 | $314,488 | $10,829 | $58,865 | $31,000 | — |
| 2023 | $311,693 | $9,996 | $66,544 | $31,000 | — |
| 2022 | $322,307 | $9,996 | $25,000 | — | $207,469 |