July Products, LLC-Usw Retiree Veba Plan — Form 5500 plan (Veba Committee July Products,LLC-Usw Retiree Welfare Trust)
Plain-English plan 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, July Products, LLC-Usw Retiree Veba Plan is a benefit plan reported by Veba Committee July Products,LLC-Usw Retiree Welfare Trust under EIN 23-7865797 and plan number 501. The latest loaded filing year is 2023. The filing reports 270 participants and $22,904,987 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Veba Committee July Products,LLC-Usw Retiree Welfare Trust
- EIN
- 23-7865797
- Plan number
- 501
- Plan type
- 2
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 270
- End-of-year plan assets
- $22,904,987
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 270 | H, C | 20250321190149NAL0008590817001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,904,987
- Total liabilities (EOY)
- $159,302
- Net assets (EOY)
- $22,745,685
- Net assets (BOY)
- $21,432,768
Income & contributions
- Total contributions
- $0
- Total income / additions
- $2,728,142
Expenses & distributions
- Benefits paid
- $1,244,669
- Administrative expenses
- $170,556
- Total expenses
- $1,415,225
- Net increase / (decrease)
- $1,312,917
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Associates, Inc. | NONE | $67,299 | $0 | 2023 |
| Central Data Services Inc | NONE | $34,260 | not reported in the loaded dataset | 2023 |
| Buck Global, LLC | NONE | $19,975 | not reported in the loaded dataset | 2023 |
| Mcelhaney & Associates, LLC | NONE | $17,000 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $6,432 | $0 | 2023 |
| Jeanette Stump | NONE | $6,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Veba Committee July Products,LLC-Usw Retiree Welfare Trust
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- T. Rowe Price Associates, Inc. — Schedule C compensation
- Central Data Services Inc — Schedule C compensation
- Buck Global, LLC — Schedule C compensation
- Mcelhaney & Associates, LLC — Schedule C compensation
- Us Bank — Schedule C compensation
- Jeanette Stump — Schedule C compensation