2023 Form 5500 filing — Ati-Usw Flat Rolled Products 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 20241009174400NAL0019724689004) for Ati-Usw Flat Rolled Products Retiree Health Care Plan, reported by Veba Committee, Ati-Usw Veba Trust under EIN 27-1404121 and plan number 502. It reports 6,682 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009174400NAL0019724689004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Veba Committee, Ati-Usw Veba Trust
- EIN
- 27-1404121
- Plan number
- 502
- Location
- Pittsburgh, PA
- Participants
- 6,682
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $62,953,356
- Total liabilities (EOY)
- $1,466,708
- Net assets (EOY)
- $61,486,648
- Employer contributions
- $24,188,157
- Participant contributions
- $6,396,950
- Total income / additions
- $36,329,511
- Benefits paid
- $21,446,940
- Administrative expenses
- $378,672
- Total expenses
- $21,825,612
- Net increase / (decrease)
- $14,503,899
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Central Data Services, Inc. | CONTRACT ADMINISTRATOR | $171,282 | not reported in the loaded dataset |
| T Rowe Price Associates, Inc. | INVESTMENT MANAGER | $106,860 | $0 |
| Schneider Downs & Co., Inc. | PLAN AUDITOR | $37,600 | not reported in the loaded dataset |
| Pnc Bank National Association | PLAN TRUSTEE | $20,280 | not reported in the loaded dataset |
| Buck Global, LLC | PLAN CONSULTANT/ACTUARY | $19,807 | not reported in the loaded dataset |