Usw/Yokohama Tire Retirees Health Care Plan — Form 5500 plan (Committee Usw/Yokohama Tire Retirees Health And Welfare 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, Usw/Yokohama Tire Retirees Health Care Plan is a benefit plan reported by Committee Usw/Yokohama Tire Retirees Health And Welfare Trust under EIN 45-6572676 and plan number 501. The latest loaded filing year is 2023. The filing reports 409 participants and $14,330,496 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Committee Usw/Yokohama Tire Retirees Health And Welfare Trust
- EIN
- 45-6572676
- Plan number
- 501
- Plan type
- 2
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 409
- End-of-year plan assets
- $14,330,496
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 409 | H, C | 20241011122020NAL0012475459003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,330,496
- Total liabilities (EOY)
- $7,100
- Net assets (EOY)
- $14,323,396
- Net assets (BOY)
- $12,823,464
Income & contributions
- Employer contributions
- $3,275,186
- Participant contributions
- $999,969
- Total contributions
- $4,275,155
- Total income / additions
- $5,652,835
Expenses & distributions
- Benefits paid
- $3,991,622
- Administrative expenses
- $161,281
- Total expenses
- $4,152,903
- Net increase / (decrease)
- $1,499,932
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Central Data Services, Inc | PLAN ADMIN/RECORDKEEPER | $52,280 | not reported in the loaded dataset | 2023 |
| Segal Consulting | PLAN ACTUARY | $33,583 | not reported in the loaded dataset | 2023 |
| Schneider Downs & Co., Inc. | PLAN AUDITOR | $26,061 | not reported in the loaded dataset | 2023 |
| T. Rowe Price Associates | INVESTMENT MANAGEMENT | $25,571 | not reported in the loaded dataset | 2023 |
| Fusco Gallagher Porcaro & Monroe | ATTORNEY | $8,691 | not reported in the loaded dataset | 2023 |
| U.S. Bank | PLAN TRUSTEE | $7,500 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance | FIDUCIARY INSUR BROKER | $7,462 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Committee Usw/Yokohama Tire Retirees Health And Welfare 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
- Segal Consulting — Schedule C compensation
- Schneider Downs & Co., Inc. — Schedule C compensation
- T. Rowe Price Associates — Schedule C compensation
- Fusco Gallagher Porcaro & Monroe — Schedule C compensation
- U.S. Bank — Schedule C compensation
- Segal Select Insurance — Schedule C compensation