Steelworkers Rockwell Retiree Health Care Plan — Form 5500 plan (Veba Committee,Steelworkers Rockwell Retiree Health Care 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, Steelworkers Rockwell Retiree Health Care Plan is a benefit plan reported by Veba Committee,Steelworkers Rockwell Retiree Health Care Trust under EIN 26-3661480 and plan number 501. The latest loaded filing year is 2023. The filing reports 295 participants and $25,821,376 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Veba Committee,Steelworkers Rockwell Retiree Health Care Trust
- EIN
- 26-3661480
- Plan number
- 501
- Plan type
- 2
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 295
- End-of-year plan assets
- $25,821,376
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 295 | H, C | 20241010152332NAL0021337857001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,821,376
- Total liabilities (EOY)
- $223,286
- Net assets (EOY)
- $25,598,090
- Net assets (BOY)
- $24,507,253
Income & contributions
- Total contributions
- $0
- Total income / additions
- $2,738,443
Expenses & distributions
- Benefits paid
- $1,491,122
- Administrative expenses
- $156,484
- Total expenses
- $1,647,606
- Net increase / (decrease)
- $1,090,837
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Associates, Inc. | NONE | $54,934 | $0 | 2023 |
| Buck Global, LLC | NONE | $24,000 | not reported in the loaded dataset | 2023 |
| Central Data Services, Inc. | NONE | $15,962 | not reported in the loaded dataset | 2023 |
| Mcelhaney & Associates LLC | NONE | $12,000 | not reported in the loaded dataset | 2023 |
| Pnc Bank | NONE | $9,583 | $0 | 2023 |
| Thomas Clancy | NONE | $7,379 | not reported in the loaded dataset | 2023 |
| Jeanette Stump | NONE | $7,379 | not reported in the loaded dataset | 2023 |
| S. Howard Kline | NONE | $7,379 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Veba Committee,Steelworkers Rockwell Retiree Health Care 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
- Buck Global, LLC — Schedule C compensation
- Central Data Services, Inc. — Schedule C compensation
- Mcelhaney & Associates LLC — Schedule C compensation
- Pnc Bank — Schedule C compensation
- Thomas Clancy — Schedule C compensation
- Jeanette Stump — Schedule C compensation
- S. Howard Kline — Schedule C compensation