DFX Intelligence

Allocator Intelligence

Newspaper and Magazine Employees Union and Philadelphia Publishers Pension Plan

Taft-Hartley plan· Southeastern, Pennsylvania

Taft-Hartley plan, based in Southeastern, Pennsylvania, reporting $912,658 in assets, for 442 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$912,658
View relationshipsAsk DFX about this allocator
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Open searchesAllocation policy
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Dec 2024, RBC Wealth Management no longer appears on Newspaper and Magazine Employees Union and Philadelphia Publishers Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023).

Relationship network

9 connected entities

From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.

Some relationships on this record are counted rather than named here. They open with the full profile.

Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.

Reading the network
  • Service provider
  • Organization
›How strength and recency are read

Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$912,658
Total assets, Dec 31, 2025 reported
Funded
not on record
not filed
Private markets target
no policy read
policy Dec 31, 2025
Commitments
0
none on the tape
Plan sponsor: Newspaper and Magazine Employees Union and Philadelphia Publishers Pen

Allocation policy

Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 84.0%

Consultants and advisers

2 firms

People

No investment staff or executives have been read for this allocator yet.

Manager roster

1 manager on Schedule C
From Schedule C (investment management, code 28)

What changed

3 events
  • Dec 31, 2024Manager relationship endedinference
    RBC Wealth Management no longer appears on Newspaper and Magazine Employees Union and Philadelphia Publishers Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with RBC Wealth Managementaskebsa.dol.gov
  • Dec 31, 2024Assets changed
    Newspaper and Magazine Employees Union and Philadelphia Publishers Pension Plan total assets $1M -> $951,908 (-12.6%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Dec 31, 2023Assets changed
    Newspaper and Magazine Employees Union and Philadelphia Publishers Pension Plan total assets $6M -> $1M (-81.5%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.

Size and funding

24 readings
Total assets
$912,658 Dec 31, 2025 reported Form 5500
$951,908 (2024-12) · $1.1M (2023-12) · $5.9M (2022-12)
Net assets
$257,558 Dec 31, 2025 reported Form 5500
$351,858 (2024-12) · $141,135 (2023-12) · $5.9M (2022-12)
Participants
442 Jan 1, 2025 reported Form 5500
456 (2024-01) · 489 (2023-01) · 505 (2022-01)
Benefits paid
$2.4M Dec 31, 2025 reported Form 5500
$2.6M (2024-12) · $5.6M (2023-12) · $7.3M (2022-12)
Net investment income
-$94,300 Dec 31, 2025 reported Form 5500
$210,723 (2024-12) · -$5.7M (2023-12) · -$8.8M (2022-12)
Investment management fees
$0 Dec 31, 2025 reported Form 5500
$717 (2024-12) · $40,033 (2023-12) · $37,478 (2022-12)

Form 5500 filings

4 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to Dec 31, 2025442Not disclosedNot disclosedn/a$912,658Not disclosedNot disclosedNot disclosed
2024 to Dec 31, 2024456Not disclosedNot disclosedn/a$951,908Not disclosedNot disclosedNot disclosed
2023 to Dec 31, 2023489Not disclosedNot disclosedn/a$1.1MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022505Not disclosedNot disclosedn/a$5.9MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Phoenix Benefit Administrators LLC codes 13 15 50 $48,477 PY2025
  • The Mckeogh Company codes 11 50 $25,000 PY2025
  • Meranze, Katz & Gaudioso PC codes 29 50 $24,000 PY2025

+18 more service providers

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Provenance

Identifiers: EIN-PN 236626973-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.

Not yet on record: funded ratio, fund commitments, managers.

Record history

3 dated events on the change ledger, latest event first
  • Manager relationship ended
    2024-12-31source on record
  • Total assets changed
    2024-12-31source on record
  • Total assets changed
    2023-12-31source on record

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph

+4 connections on the graph

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.