Usw/Freightcar Retirees Health Care Plan — Form 5500 plan (Veba Committee, Usw/Crucible 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/Freightcar Retirees Health Care Plan is a benefit plan reported by Veba Committee, Usw/Crucible Retirees Health And Welfare Trust under EIN 46-1309460 and plan number 502. The latest loaded filing year is 2023. The filing reports 899 participants and $35,064,170 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Veba Committee, Usw/Crucible Retirees Health And Welfare Trust
- EIN
- 46-1309460
- Plan number
- 502
- Plan type
- 2
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 899
- End-of-year plan assets
- $35,064,170
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 899 | H, C | 20241009100620NAL0009093043001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,064,170
- Total liabilities (EOY)
- $44,002
- Net assets (EOY)
- $35,020,168
- Net assets (BOY)
- $32,576,512
Income & contributions
- Participant contributions
- $235,422
- Total contributions
- $235,422
- Total income / additions
- $4,959,622
Expenses & distributions
- Benefits paid
- $2,325,089
- Administrative expenses
- $190,877
- Total expenses
- $2,515,966
- Net increase / (decrease)
- $2,443,656
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Associates, Inc. | NONE | $89,181 | $0 | 2023 |
| Central Data Services, Inc. | NONE | $24,798 | not reported in the loaded dataset | 2023 |
| Buck Global, LLC | NONE | $15,750 | not reported in the loaded dataset | 2023 |
| Mcelhaney & Associates, LLC | NONE | $12,500 | not reported in the loaded dataset | 2023 |
| Pnc Bank | NONE | $10,118 | $0 | 2023 |
| Fusco Gallagher Porcaro Monro Llp | NONE | $5,634 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Veba Committee, Usw/Crucible Retirees Health And Welfare Trust
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- T. Rowe Price Associates, Inc. — Schedule C compensation
- Central Data Services, Inc. — Schedule C compensation
- Buck Global, LLC — Schedule C compensation
- Mcelhaney & Associates, LLC — Schedule C compensation
- Pnc Bank — Schedule C compensation
- Fusco Gallagher Porcaro Monro Llp — Schedule C compensation