Usw/Briggs & Stratton 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/Briggs & Stratton 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 505. The latest loaded filing year is 2023. The filing reports 297 participants and $5,394,678 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
- 505
- Plan type
- 2
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 297
- End-of-year plan assets
- $5,394,678
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 297 | H, C | 20241010142620NAL0034447824001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,394,678
- Total liabilities (EOY)
- $21,535
- Net assets (EOY)
- $5,373,143
- Net assets (BOY)
- $4,755,939
Income & contributions
- Employer contributions
- $500,000
- Total contributions
- $500,000
- Total income / additions
- $736,137
Expenses & distributions
- Benefits paid
- $74,256
- Administrative expenses
- $44,677
- Total expenses
- $118,933
- Net increase / (decrease)
- $617,204
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Central Data Services, Inc. | NONE | $12,000 | not reported in the loaded dataset | 2023 |
| Mcelhaney & Associates LLC | NONE | $9,000 | not reported in the loaded dataset | 2023 |
| Jeanette Stump | NONE | $6,195 | not reported in the loaded dataset | 2023 |
| S. Howard Kline | NONE | $6,195 | not reported in the loaded dataset | 2023 |
| Fusco Gallagher Porcaro Monro Llp | NONE | $6,013 | 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
- Central Data Services, Inc. — Schedule C compensation
- Mcelhaney & Associates LLC — Schedule C compensation
- Jeanette Stump — Schedule C compensation
- S. Howard Kline — Schedule C compensation
- Fusco Gallagher Porcaro Monro Llp — Schedule C compensation