2023 Form 5500 filing — Usw/Yokohama Tire 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 20241011122020NAL0012475459003) for Usw/Yokohama Tire Retirees Health Care Plan, reported by Committee Usw/Yokohama Tire Retirees Health And Welfare Trust under EIN 45-6572676 and plan number 501. It reports 409 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011122020NAL0012475459003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Committee Usw/Yokohama Tire Retirees Health And Welfare Trust
- EIN
- 45-6572676
- Plan number
- 501
- Location
- Pittsburgh, PA
- Participants
- 409
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,330,496
- Total liabilities (EOY)
- $7,100
- Net assets (EOY)
- $14,323,396
- Employer contributions
- $3,275,186
- Participant contributions
- $999,969
- Total income / additions
- $5,652,835
- Benefits paid
- $3,991,622
- Administrative expenses
- $161,281
- Total expenses
- $4,152,903
- Net increase / (decrease)
- $1,499,932
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Central Data Services, Inc | PLAN ADMIN/RECORDKEEPER | $52,280 | not reported in the loaded dataset |
| Segal Consulting | PLAN ACTUARY | $33,583 | not reported in the loaded dataset |
| Schneider Downs & Co., Inc. | PLAN AUDITOR | $26,061 | not reported in the loaded dataset |
| T. Rowe Price Associates | INVESTMENT MANAGEMENT | $25,571 | not reported in the loaded dataset |
| Fusco Gallagher Porcaro & Monroe | ATTORNEY | $8,691 | not reported in the loaded dataset |
| U.S. Bank | PLAN TRUSTEE | $7,500 | not reported in the loaded dataset |
| Segal Select Insurance | FIDUCIARY INSUR BROKER | $7,462 | not reported in the loaded dataset |