Retirees Of Anchor Acquisition,LLC Health Care Plan — Form 5500 plan (Veba Committee,Retirees Of Anchor Acquisition,LLC 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, Retirees Of Anchor Acquisition,LLC Health Care Plan is a benefit plan reported by Veba Committee,Retirees Of Anchor Acquisition,LLC Health Care Trust under EIN 27-6239920 and plan number 501. The latest loaded filing year is 2023. The filing reports 244 participants and $1,730,979 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Veba Committee,Retirees Of Anchor Acquisition,LLC Health Care Trust
EIN
27-6239920
Plan number
501
Plan type
2
Location
Pittsburgh, PA
Latest filing year
2023
Participants
244
End-of-year plan assets
$1,730,979

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023244H, C20241008131410NAL0017625377001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,730,979
Total liabilities (EOY)
$214,090
Net assets (EOY)
$1,516,889
Net assets (BOY)
$1,478,676

Income & contributions

Employer contributions
$100,000
Total contributions
$100,000
Total income / additions
$278,234

Expenses & distributions

Benefits paid
$213,910
Administrative expenses
$26,111
Total expenses
$240,021
Net increase / (decrease)
$38,213

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mcelhaney & Associates, LLCNONE$9,500not reported in the loaded dataset2023
Central Data Services, Inc.NONE$6,000not reported in the loaded dataset2023

Related Form 5500 pages