2023 Form 5500 filing — National Steel Retiree Veba Benefit 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 20241014124819NAL0026181297001) for National Steel Retiree Veba Benefit Plan, reported by National Steel Corporation Represented Retiree Benefit Trust under EIN 35-1964535 and plan number 501. It reports 4,489 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014124819NAL0026181297001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National Steel Corporation Represented Retiree Benefit Trust
- EIN
- 35-1964535
- Plan number
- 501
- Location
- Pittsburgh, PA
- Participants
- 4,489
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,813,841
- Total liabilities (EOY)
- $3,141
- Net assets (EOY)
- $21,810,700
- Total income / additions
- $1,932,892
- Benefits paid
- $6,101,275
- Administrative expenses
- $139,982
- Total expenses
- $6,241,257
- Net increase / (decrease)
- -$4,308,365
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Central Data Services, Inc. | NONE | $40,540 | not reported in the loaded dataset |
| Meketa Investment Group | NONE | $25,031 | not reported in the loaded dataset |
| Fusco Gallagher Porcaro Monro Llp | NONE | $14,405 | not reported in the loaded dataset |
| Mcelhaney & Associates, LLC | NONE | $11,500 | not reported in the loaded dataset |
| Buck Global, LLC | NONE | $10,750 | not reported in the loaded dataset |
| Pnc Bank | NONE | $6,639 | $0 |