National Steel Retiree Veba Benefit Plan — Form 5500 plan (National Steel Corporation Represented Retiree Benefit 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, National Steel Retiree Veba Benefit Plan is a benefit plan reported by National Steel Corporation Represented Retiree Benefit Trust under EIN 35-1964535 and plan number 501. The latest loaded filing year is 2023. The filing reports 4,489 participants and $21,813,841 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Steel Corporation Represented Retiree Benefit Trust
- EIN
- 35-1964535
- Plan number
- 501
- Plan type
- 2
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 4,489
- End-of-year plan assets
- $21,813,841
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,489 | H, C | 20241014124819NAL0026181297001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,813,841
- Total liabilities (EOY)
- $3,141
- Net assets (EOY)
- $21,810,700
- Net assets (BOY)
- $26,119,065
Income & contributions
- Total contributions
- $0
- Total income / additions
- $1,932,892
Expenses & distributions
- Benefits paid
- $6,101,275
- Administrative expenses
- $139,982
- Total expenses
- $6,241,257
- Net increase / (decrease)
- -$4,308,365
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Central Data Services, Inc. | NONE | $40,540 | not reported in the loaded dataset | 2023 |
| Meketa Investment Group | NONE | $25,031 | not reported in the loaded dataset | 2023 |
| Fusco Gallagher Porcaro Monro Llp | NONE | $14,405 | not reported in the loaded dataset | 2023 |
| Mcelhaney & Associates, LLC | NONE | $11,500 | not reported in the loaded dataset | 2023 |
| Buck Global, LLC | NONE | $10,750 | not reported in the loaded dataset | 2023 |
| Pnc Bank | NONE | $6,639 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for National Steel Corporation Represented Retiree Benefit 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
- Meketa Investment Group — Schedule C compensation
- Fusco Gallagher Porcaro Monro Llp — Schedule C compensation
- Mcelhaney & Associates, LLC — Schedule C compensation
- Buck Global, LLC — Schedule C compensation
- Pnc Bank — Schedule C compensation