2023 Form 5500 filing — The Steelworker Supplemental Retirement Annuity 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 20241015183008NAL0030632465003) for The Steelworker Supplemental Retirement Annuity Plan, reported by The Steelworker Supplemental Retirement Annuity Plan under EIN 25-1638183 and plan number 002. It reports 1,167 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015183008NAL0030632465003
Filing year
2023
Form type
1
Plan sponsor
The Steelworker Supplemental Retirement Annuity Plan
EIN
25-1638183
Plan number
002
Location
Pittsburgh, PA
Participants
1,167
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$14,141,519
Total liabilities (EOY)
$16,232
Net assets (EOY)
$14,125,287
Employer contributions
$2,110,133
Total income / additions
$3,567,089
Benefits paid
$1,769,630
Administrative expenses
$165,544
Total expenses
$1,935,174
Net increase / (decrease)
$1,631,915
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Zenith American SolutionsNONE$76,080not reported in the loaded dataset
AmeriserveNONE$23,416not reported in the loaded dataset
Kosmerl & Company P.C.NONE$15,257not reported in the loaded dataset
Cohen Weiss And Simon LlpNONE$13,752not reported in the loaded dataset
Mcnees Wallace And NurickNONE$8,000not reported in the loaded dataset
Cypher & Cypher Cpa'SNONE$7,395not reported in the loaded dataset

Related Form 5500 pages