Usw Retirees Of The Dana Corporation Health Care Plan — Form 5500 plan (Committee Members Of The Usw Retirees Of The)
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, Usw Retirees Of The Dana Corporation Health Care Plan is a benefit plan reported by Committee Members Of The Usw Retirees Of The under EIN 26-1860594 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,361 participants and $218,795,816 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Committee Members Of The Usw Retirees Of The
- EIN
- 26-1860594
- Plan number
- 501
- Plan type
- 2
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 2,361
- End-of-year plan assets
- $218,795,816
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,361 | H, C | 20240930094306NAL0003141075001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $218,795,816
- Total liabilities (EOY)
- $249,103
- Net assets (EOY)
- $218,546,713
- Net assets (BOY)
- $202,343,538
Income & contributions
- Participant contributions
- $2,220,615
- Total contributions
- $2,220,615
- Total income / additions
- $24,403,801
Expenses & distributions
- Benefits paid
- $7,392,934
- Administrative expenses
- $807,692
- Total expenses
- $8,200,626
- Net increase / (decrease)
- $16,203,175
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cds Administrators | NONE | $176,288 | not reported in the loaded dataset | 2023 |
| Gallagher Fiduciary Advisors | NONE | $98,709 | not reported in the loaded dataset | 2023 |
| Segal Consulting | NONE | $85,250 | $0 | 2023 |
| Highmark | NONE | $73,650 | $0 | 2023 |
| Calibre Cpa Group Pllc | NONE | $44,782 | not reported in the loaded dataset | 2023 |
| Bredhoff & Kaiser | NONE | $43,225 | not reported in the loaded dataset | 2023 |
| Thomas Braun | COMMITTEE MEMBER | $36,151 | not reported in the loaded dataset | 2023 |
| James Dworkin | COMMITTEE MEMBER | $28,745 | not reported in the loaded dataset | 2023 |
| Thomas Hayhurst | COMMITTEE MEMBER | $28,471 | not reported in the loaded dataset | 2023 |
| S. Howard Kline | COMMITTEE MEMBER | $28,275 | not reported in the loaded dataset | 2023 |
| Charles Piper | COMMITTEE MEMBER | $27,815 | not reported in the loaded dataset | 2023 |
| Anne Blanton | COMMITTEE MEMBER | $27,341 | not reported in the loaded dataset | 2023 |
| Comercia | NONE | $26,579 | not reported in the loaded dataset | 2023 |
| Bank Of Ny Mellon | NONE | $23,165 | $0 | 2023 |
| Pnc Bank | NONE | $9,072 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Committee Members Of The Usw Retirees Of The
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Cds Administrators — Schedule C compensation
- Gallagher Fiduciary Advisors — Schedule C compensation
- Segal Consulting — Schedule C compensation
- Highmark — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Bredhoff & Kaiser — Schedule C compensation
- Thomas Braun — Schedule C compensation
- James Dworkin — Schedule C compensation
- Thomas Hayhurst — Schedule C compensation
- S. Howard Kline — Schedule C compensation
- Charles Piper — Schedule C compensation
- Anne Blanton — Schedule C compensation
- Comercia — Schedule C compensation
- Bank Of Ny Mellon — Schedule C compensation
- Pnc Bank — Schedule C compensation