Ati-Usw Sac-Millersburg Retiree Health Care Plan — Form 5500 plan (Veba Committee, Ati-Usw Veba 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, Ati-Usw Sac-Millersburg Retiree Health Care Plan is a benefit plan reported by Veba Committee, Ati-Usw Veba Trust under EIN 27-1404121 and plan number 501. The latest loaded filing year is 2023. The filing reports 579 participants and $28,182,787 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Veba Committee, Ati-Usw Veba Trust
- EIN
- 27-1404121
- Plan number
- 501
- Plan type
- 2
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 579
- End-of-year plan assets
- $28,182,787
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 579 | H, C | 20241009174400NAL0019724689003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,182,787
- Total liabilities (EOY)
- $17,162
- Net assets (EOY)
- $28,165,625
- Net assets (BOY)
- $24,357,048
Income & contributions
- Employer contributions
- $3,749,101
- Participant contributions
- $793,934
- Total contributions
- $4,543,035
- Total income / additions
- $7,169,377
Expenses & distributions
- Benefits paid
- $3,217,882
- Administrative expenses
- $142,918
- Total expenses
- $3,360,800
- Net increase / (decrease)
- $3,808,577
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Associates, Inc. | INVESTMENT MANAGER | $43,456 | $0 | 2023 |
| Schneider Downs & Co., Inc. | PLAN AUDITOR | $34,300 | not reported in the loaded dataset | 2023 |
| Central Data Services, Inc. | CONTRACT ADMINISTRATOR | $24,000 | not reported in the loaded dataset | 2023 |
| Buck Global, LLC | PLAN CONSULTANT/ACTUARY | $18,588 | not reported in the loaded dataset | 2023 |
| Pnc National Bank Association | PLAN TRUSTEE | $10,289 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Veba Committee, Ati-Usw Veba 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
- Schneider Downs & Co., Inc. — Schedule C compensation
- Central Data Services, Inc. — Schedule C compensation
- Buck Global, LLC — Schedule C compensation
- Pnc National Bank Association — Schedule C compensation