2023 Form 5500 filing — Steelworkers Health And Welfare Fund
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240625130656NAL0004881219001) for Steelworkers Health And Welfare Fund, reported by Steelworkers Health And Welfare Fund under EIN 23-1317409 and plan number 501. It reports 54,355 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240625130656NAL0004881219001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Steelworkers Health And Welfare Fund
- EIN
- 23-1317409
- Plan number
- 501
- Location
- Pittsburgh, PA
- Participants
- 54,355
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $105,803,367
- Total liabilities (EOY)
- $19,111,000
- Net assets (EOY)
- $86,692,367
- Employer contributions
- $879,266,862
- Participant contributions
- $2,617,921
- Total income / additions
- $891,127,200
- Benefits paid
- $833,262,305
- Administrative expenses
- $16,167,116
- Total expenses
- $849,429,421
- Net increase / (decrease)
- $41,697,779
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem Blue Cross | NONE | $7,595,391 | not reported in the loaded dataset |
| Highmark | NONE | $5,723,228 | not reported in the loaded dataset |
| Central Data Services, Inc. | NONE | $1,623,328 | not reported in the loaded dataset |
| Central Data Services, Inc. | NONE | $1,400,106 | not reported in the loaded dataset |
| Central Data Services, Inc. | NONE | $1,316,159 | not reported in the loaded dataset |
| Central Data Services, Inc. | NONE | $1,277,713 | not reported in the loaded dataset |
| United Concordia Companies, Inc. | NONE | $469,834 | not reported in the loaded dataset |
| Diane Pickle | EMPLOYEE | $152,560 | not reported in the loaded dataset |
| Diane Pickle | NONE | $98,619 | not reported in the loaded dataset |
| Diane Pickle | NONE | $96,369 | not reported in the loaded dataset |
| Diane Pickle | NONE | $90,750 | not reported in the loaded dataset |
| Moriah Jamrom | EMPLOYEE | $80,086 | not reported in the loaded dataset |
| Margaret Bibb | EMPLOYEE | $80,086 | not reported in the loaded dataset |
| Moriah Jamrom | NONE | $73,283 | not reported in the loaded dataset |
| Margaret Bibb | NONE | $73,283 | not reported in the loaded dataset |
| Margaret Bibb | NONE | $73,185 | not reported in the loaded dataset |
| Gallagher Fiduciary Advisors LLC | NONE | $72,500 | not reported in the loaded dataset |
| Margaret Bibb | NONE | $70,151 | not reported in the loaded dataset |
| Withumsmith+Brown Pc | NONE | $69,864 | not reported in the loaded dataset |
| Consolidated Graphics Communication | NONE | $69,484 | not reported in the loaded dataset |
| Moriah Jamrom | NONE | $68,363 | not reported in the loaded dataset |
| Gallagher Fiduciary Advisors LLC | NONE | $67,500 | not reported in the loaded dataset |
| Davis Vision | NONE | $64,437 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | $63,982 | not reported in the loaded dataset |
| Moriah Jamrom | NONE | $61,883 | not reported in the loaded dataset |
| Withumsmith+Brown Pc | NONE | $58,968 | not reported in the loaded dataset |
| Innovest Portfolio Solutions | NONE | $56,502 | not reported in the loaded dataset |
| Innovest Portfolio Solutions | NONE | $53,213 | not reported in the loaded dataset |
| Innovest Portfolio Solutions | NONE | $52,325 | not reported in the loaded dataset |
| Anne Mcfarland | NONE | $51,567 | not reported in the loaded dataset |
| Anne Mcfarland | NONE | $51,017 | not reported in the loaded dataset |
| Anne Mcfarland | NONE | $48,853 | not reported in the loaded dataset |
| Richmond Capital Management | NONE | $48,637 | not reported in the loaded dataset |
| Innovest Portfolio Solutions | NONE | $47,083 | not reported in the loaded dataset |
| Richmond Capital Management | NONE | $43,994 | not reported in the loaded dataset |
| Richmond Capital Management | NONE | $40,763 | not reported in the loaded dataset |
| Richmond Capital Management | NONE | $38,936 | not reported in the loaded dataset |
| Consolidated Graphics Communication | NONE | $38,827 | not reported in the loaded dataset |
| Bredhoff & Kaiser | NONE | $36,689 | not reported in the loaded dataset |
| Bredhoff & Kaiser | NONE | $36,070 | not reported in the loaded dataset |
| Bredhoff & Kaiser | NONE | $36,021 | not reported in the loaded dataset |
| Mcelhaney & Associates, LLC | NONE | $36,000 | not reported in the loaded dataset |
| Bredhoff & Kaiser | NONE | $33,251 | not reported in the loaded dataset |
| Anne Mcfarland | EMPLOYEE | $32,638 | not reported in the loaded dataset |
| Ameriserv Trust & Financial Service | NONE | $25,568 | not reported in the loaded dataset |
| Gallagher | NONE | $20,000 | not reported in the loaded dataset |
| Ameriserv Trust & Financial Service | NONE | $15,973 | not reported in the loaded dataset |
| Ameriserv Trust & Financial Service | NONE | $14,710 | not reported in the loaded dataset |
| Ameriserv Trust & Financial Service | NONE | $13,943 | not reported in the loaded dataset |
| Docusign | NONE | $12,718 | not reported in the loaded dataset |