2023 Form 5500 filing — Usw/Briggs & Stratton Retirees 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 20241010142620NAL0034447824001) for Usw/Briggs & Stratton Retirees Health Care Plan, reported by Veba Committee, Usw/Crucible Retirees Health And Welfare Trust under EIN 46-1309460 and plan number 505. It reports 297 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010142620NAL0034447824001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Veba Committee, Usw/Crucible Retirees Health And Welfare Trust
- EIN
- 46-1309460
- Plan number
- 505
- Location
- Pittsburgh, PA
- Participants
- 297
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,394,678
- Total liabilities (EOY)
- $21,535
- Net assets (EOY)
- $5,373,143
- Employer contributions
- $500,000
- Total income / additions
- $736,137
- Benefits paid
- $74,256
- Administrative expenses
- $44,677
- Total expenses
- $118,933
- Net increase / (decrease)
- $617,204
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Central Data Services, Inc. | NONE | $12,000 | not reported in the loaded dataset |
| Mcelhaney & Associates LLC | NONE | $9,000 | not reported in the loaded dataset |
| Jeanette Stump | NONE | $6,195 | not reported in the loaded dataset |
| S. Howard Kline | NONE | $6,195 | not reported in the loaded dataset |
| Fusco Gallagher Porcaro Monro Llp | NONE | $6,013 | not reported in the loaded dataset |