# Newspaper And Magazine Employees Union And Philadelphia Publishers Pen DB Plan
Source: https://planprovider.pro/companies/newspaper-and-magazine-employees-union-and-phl-publishers-pension-plan-plan

> Newspaper And Magazine Employees Union And Philadelphia Publishers Pen's DB plan: 456 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Newspaper And Magazine Employees Union And Philadelphia Publishers Pen

- **Sponsor EIN:** 236626973

- **Sponsor Address:** 1000 WEST VALLEY ROAD, SOUTHEASTERN, PA, 19399

- **Plan Type:** DB

- **Total Participants:** 456

- **Total Assets:** $951,908

## 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|456|$951,908|$0|$0|

| 2023|489|$1.1M|$0|$0|

| 2022|505|$5.9M|$0|$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|

| THE MCKEOGH COMPANY|NONE|$120,175|—|$120,175|

| PHOENIX BENEFIT ADMINISTRATORS LLC|NONE|$80,170|—|$80,170|

| MERANZE, KATZ & GAUDIOSO PC|NONE|$24,000|—|$24,000|

| BACHELER & COMPANY PC|NONE|$14,396|—|$14,396|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $238,741

- **Estimated Expense Ratio:** 25.080% 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|$272,821|$717|$80,170|—|—|

| 2023|$228,967|$40,033|$49,728|—|—|

| 2022|$239,908|$37,478|$53,672|—|$79,180|

## Similar Plans

- [The Philadelphia Inquirer, Pbc](https://planprovider.pro/companies/the-philadelphia-inquirer-pbc-401k-plan) — 463 participants

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