# Mailers-Publishers&#39; Welfare Trust Fund Health &amp; Welfare Plan
Source: https://planprovider.pro/companies/mailers-publishers-welfare-trust-fund-136094926-501

> Mailers-Publishers&#39; Welfare Trust Fund&#39;s Health &amp; Welfare plan: 49 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/weaver-and-tidwell-llp) — 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|

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