Butler-Zanesville Works Hourly And Salaried Union Retirees Health Care Fund — Form 5500 plan (Bd Of Trustees Butler-Zanesville Works Hourly And Salaried Union Retir)
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, Butler-Zanesville Works Hourly And Salaried Union Retirees Health Care Fund is a benefit plan reported by Bd Of Trustees Butler-Zanesville Works Hourly And Salaried Union Retir under EIN 45-2029312 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,851 participants and $80,883,159 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees Butler-Zanesville Works Hourly And Salaried Union Retir
- EIN
- 45-2029312
- Plan number
- 501
- Plan type
- 2
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 1,851
- End-of-year plan assets
- $80,883,159
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,851 | H, C | 20241010145353NAL0011632243001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $80,883,159
- Total liabilities (EOY)
- $321,678
- Net assets (EOY)
- $80,561,481
- Net assets (BOY)
- $80,056,680
Income & contributions
- Participant contributions
- $439,415
- Total contributions
- $439,415
- Total income / additions
- $6,873,119
Expenses & distributions
- Benefits paid
- $5,898,087
- Administrative expenses
- $470,231
- Total expenses
- $6,368,318
- Net increase / (decrease)
- $504,801
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Central Data Service Inc. | NONE | $84,385 | not reported in the loaded dataset | 2023 |
| Asb Capital Management | NONE | $66,078 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| Loomis, Sayles & Company, L.P. | NONE | $43,990 | not reported in the loaded dataset | 2023 |
| Pnc Investment | NONE | $38,516 | $0 | 2023 |
| The Northern Trust Company | NONE | $31,604 | $0 | 2023 |
| Mcelhaney & Associates, LLC | NONE | $24,500 | not reported in the loaded dataset | 2023 |
| The Mckeogh Company | NONE | $20,428 | not reported in the loaded dataset | 2023 |
| Jeanette Stump | NONE | $11,701 | not reported in the loaded dataset | 2023 |
| Simone Rockstroh | NONE | $11,701 | not reported in the loaded dataset | 2023 |
| Fusco Gallagher Porcaro Monro Llp | NONE | $8,728 | not reported in the loaded dataset | 2023 |
| Stulberg & Walsh Llp | NONE | $6,520 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees Butler-Zanesville Works Hourly And Salaried Union Retir
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Central Data Service Inc. — Schedule C compensation
- Asb Capital Management — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Loomis, Sayles & Company, L.P. — Schedule C compensation
- Pnc Investment — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Mcelhaney & Associates, LLC — Schedule C compensation
- The Mckeogh Company — Schedule C compensation
- Jeanette Stump — Schedule C compensation
- Simone Rockstroh — Schedule C compensation
- Fusco Gallagher Porcaro Monro Llp — Schedule C compensation
- Stulberg & Walsh Llp — Schedule C compensation