Ptc Alliance Union Retiree Health Benefits Plan — Form 5500 plan (Board Of Trustees,Ptc Alliance Union Retiree Health Benefits 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, Ptc Alliance Union Retiree Health Benefits Plan is a benefit plan reported by Board Of Trustees,Ptc Alliance Union Retiree Health Benefits Trust under EIN 27-3742357 and plan number 501. The latest loaded filing year is 2023. The filing reports 191 participants and $1,107,236 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees,Ptc Alliance Union Retiree Health Benefits Trust
- EIN
- 27-3742357
- Plan number
- 501
- Plan type
- 2
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 191
- End-of-year plan assets
- $1,107,236
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 191 | H, C | 20241010151003NAL0036226448001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,107,236
- Total liabilities (EOY)
- $67,539
- Net assets (EOY)
- $1,039,697
- Net assets (BOY)
- $1,289,301
Income & contributions
- Participant contributions
- $43,274
- Total contributions
- $43,274
- Total income / additions
- $97,524
Expenses & distributions
- Benefits paid
- $307,289
- Administrative expenses
- $39,839
- Total expenses
- $347,128
- Net increase / (decrease)
- -$249,604
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Central Data Services, Inc. | NONE | $12,000 | not reported in the loaded dataset | 2023 |
| Mcelhaney & Associates, LLC | NONE | $11,000 | not reported in the loaded dataset | 2023 |
| Buck Global, LLC | NONE | $5,064 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees,Ptc Alliance Union Retiree Health Benefits Trust
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Central Data Services, Inc. — Schedule C compensation
- Mcelhaney & Associates, LLC — Schedule C compensation
- Buck Global, LLC — Schedule C compensation