2023 Form 5500 filing — Steelworkers Pension Trust Employee Post-Retirement Health Insurance 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 20241010092206NAL0011329123001) for Steelworkers Pension Trust Employee Post-Retirement Health Insurance Plan, reported by Steelworkers Pension Trust Employee Post-Retirement Health Insurance P under EIN 23-6648508 and plan number 501. It reports 40 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$9.6MReported net assets$9,572,766
Participants40
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241010092206NAL0011329123001
Plan sponsor
Steelworkers Pension Trust Employee Post-Retirement Health Insurance P
EIN
23-6648508
Plan number
501
Location
Pittsburgh, PA
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$9.6M total assets
Net assets$9.6MLiabilities
Money in vs. money out
Total income / additions$1.1M
Total expenses$175.6K
Benefits paid / distributions$175.6K
Full reported line items
Total assets (EOY)
$9,572,766
Net assets (EOY)
$9,572,766
Total income / additions
$1,122,391
Benefits paid
$175,576
Total expenses
$175,576
Net increase / (decrease)
$946,815

Related Form 5500 pages