2023 Form 5500 filing — Republic Retiree Veba Medical 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 20250401153616NAL0013694770001) for Republic Retiree Veba Medical Plan, reported by Board Of Trustees Republic Retiree Veba Benefit Trust under EIN 02-0642820 and plan number 501. It reports 3,115 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250401153616NAL0013694770001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Republic Retiree Veba Benefit Trust
- EIN
- 02-0642820
- Plan number
- 501
- Location
- Pittsburgh, PA
- Participants
- 3,115
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $86,922,286
- Total liabilities (EOY)
- $358,648
- Net assets (EOY)
- $86,563,638
- Employer contributions
- $208,165
- Participant contributions
- $2,833,825
- Total income / additions
- $13,475,789
- Benefits paid
- $8,908,988
- Administrative expenses
- $505,425
- Total expenses
- $9,414,413
- Net increase / (decrease)
- $4,061,376
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Associates, Inc. | NONE | $198,274 | $0 |
| Central Data Services | NONE | $144,000 | not reported in the loaded dataset |
| The Segal Company | NONE | $43,600 | not reported in the loaded dataset |
| Mcelhaney & Associates, LLC | NONE | $27,000 | not reported in the loaded dataset |
| Pnc Institutional Investments | NONE | $24,982 | $0 |
| Fusco Gallagher & Porcaro Llp | NONE | $10,950 | not reported in the loaded dataset |