2023 Form 5500 filing — Usw Sherwin Alumina Retiree Health Care Plan
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 20241007124728NAL0007579635001) for Usw Sherwin Alumina Retiree Health Care Plan, reported by Usw Sherwin Alumina Retiree Health Care Trust under EIN 46-6550132 and plan number 501. It reports 202 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007124728NAL0007579635001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Usw Sherwin Alumina Retiree Health Care Trust
- EIN
- 46-6550132
- Plan number
- 501
- Location
- Pittsburgh, PA
- Participants
- 202
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,428,578
- Total liabilities (EOY)
- $16,767
- Net assets (EOY)
- $1,411,811
- Total income / additions
- $79,336
- Benefits paid
- $845,462
- Administrative expenses
- $37,792
- Total expenses
- $883,254
- Net increase / (decrease)
- -$803,918
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Washington Trust Company | NONE | $16,471 | not reported in the loaded dataset |
| Central Data Services | NONE | $10,896 | not reported in the loaded dataset |