Kennecott Retiree Veba Health Care Plan — Form 5500 plan (Board Of Trustees Of The Health & Welfare Benefits Trust For Certain)
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, Kennecott Retiree Veba Health Care Plan is a benefit plan reported by Board Of Trustees Of The Health & Welfare Benefits Trust For Certain under EIN 37-1542425 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,129 participants and $27,860,978 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Health & Welfare Benefits Trust For Certain
- EIN
- 37-1542425
- Plan number
- 501
- Plan type
- 2
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 2,129
- End-of-year plan assets
- $27,860,978
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,129 | H, C | 20241011151704NAL0037436816001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,860,978
- Total liabilities (EOY)
- $6,598
- Net assets (EOY)
- $27,854,380
- Net assets (BOY)
- $24,423,031
Income & contributions
- Employer contributions
- $2,377,588
- Participant contributions
- $708,359
- Total contributions
- $3,085,947
- Total income / additions
- $6,460,742
Expenses & distributions
- Benefits paid
- $2,867,992
- Administrative expenses
- $161,401
- Total expenses
- $3,029,393
- Net increase / (decrease)
- $3,431,349
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cds Administrators, Inc. | NONE | $43,495 | not reported in the loaded dataset | 2023 |
| Buck Consultants, LLC | NONE | $34,000 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown Pc | NONE | $22,880 | not reported in the loaded dataset | 2023 |
| Innovest Portfolio Solutions LLC | NONE | $22,000 | not reported in the loaded dataset | 2023 |
| Durham, Jones & Pinegar | NONE | $10,985 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Health & Welfare Benefits Trust For Certain
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Cds Administrators, Inc. — Schedule C compensation
- Buck Consultants, LLC — Schedule C compensation
- Withumsmith+Brown Pc — Schedule C compensation
- Innovest Portfolio Solutions LLC — Schedule C compensation
- Durham, Jones & Pinegar — Schedule C compensation