The Steelworker Supplemental Retirement Annuity Plan — Form 5500 plan (The Steelworker Supplemental Retirement Annuity Plan)
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, The Steelworker Supplemental Retirement Annuity Plan is a benefit plan reported by The Steelworker Supplemental Retirement Annuity Plan under EIN 25-1638183 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,167 participants and $14,141,519 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Steelworker Supplemental Retirement Annuity Plan
- EIN
- 25-1638183
- Plan number
- 002
- Plan type
- 1
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 1,167
- End-of-year plan assets
- $14,141,519
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,167 | H, C | 20241015183008NAL0030632465003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,141,519
- Total liabilities (EOY)
- $16,232
- Net assets (EOY)
- $14,125,287
- Net assets (BOY)
- $12,493,372
Income & contributions
- Employer contributions
- $2,110,133
- Total contributions
- $2,110,133
- Total income / additions
- $3,567,089
Expenses & distributions
- Benefits paid
- $1,769,630
- Administrative expenses
- $165,544
- Total expenses
- $1,935,174
- Net increase / (decrease)
- $1,631,915
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $76,080 | not reported in the loaded dataset | 2023 |
| Ameriserve | NONE | $23,416 | not reported in the loaded dataset | 2023 |
| Kosmerl & Company P.C. | NONE | $15,257 | not reported in the loaded dataset | 2023 |
| Cohen Weiss And Simon Llp | NONE | $13,752 | not reported in the loaded dataset | 2023 |
| Mcnees Wallace And Nurick | NONE | $8,000 | not reported in the loaded dataset | 2023 |
| Cypher & Cypher Cpa'S | NONE | $7,395 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Steelworker Supplemental Retirement Annuity Plan
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Zenith American Solutions — Schedule C compensation
- Ameriserve — Schedule C compensation
- Kosmerl & Company P.C. — Schedule C compensation
- Cohen Weiss And Simon Llp — Schedule C compensation
- Mcnees Wallace And Nurick — Schedule C compensation
- Cypher & Cypher Cpa'S — Schedule C compensation