Plan5500

Usw Sherwin Alumina Retiree Health Care Plan — Form 5500 plan (Usw Sherwin Alumina Retiree Health Care 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 Sherwin Alumina Retiree Health Care Plan is a benefit plan reported by Usw Sherwin Alumina Retiree Health Care Trust under EIN 46-6550132 and plan number 501. The latest loaded filing year is 2023. The filing reports 202 participants and $1,428,578 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Usw Sherwin Alumina Retiree Health Care Trust
EIN
46-6550132
Plan number
501
Plan type
2
Location
Pittsburgh, PA
Latest filing year
2023
Participants
202
End-of-year plan assets
$1,428,578

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023202H, C20241007124728NAL0007579635001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,428,578
Total liabilities (EOY)
$16,767
Net assets (EOY)
$1,411,811
Net assets (BOY)
$2,215,729

Income & contributions

Total contributions
$0
Total income / additions
$79,336

Expenses & distributions

Benefits paid
$845,462
Administrative expenses
$37,792
Total expenses
$883,254
Net increase / (decrease)
-$803,918

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Washington Trust CompanyNONE$16,471not reported in the loaded dataset2023
Central Data ServicesNONE$10,896not reported in the loaded dataset2023

Related Form 5500 pages