Usw-Uaw Kelsey-Hayes Retiree Health Care Plan — Form 5500 plan (Usw-Uaw Kelsey-Hayes Retirees)
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-Uaw Kelsey-Hayes Retiree Health Care Plan is a benefit plan reported by Usw-Uaw Kelsey-Hayes Retirees under EIN 86-1748324 and plan number 501. The latest loaded filing year is 2023. The filing reports 205 participants and $24,943,389 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Usw-Uaw Kelsey-Hayes Retirees
- EIN
- 86-1748324
- Plan number
- 501
- Plan type
- 2
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 205
- End-of-year plan assets
- $24,943,389
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 205 | H, C | 20241012094550NAL0023358545005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,943,389
- Total liabilities (EOY)
- $16,484
- Net assets (EOY)
- $24,926,905
- Net assets (BOY)
- $24,266,198
Income & contributions
- Total income / additions
- $1,783,477
Expenses & distributions
- Benefits paid
- $973,552
- Administrative expenses
- $149,218
- Total expenses
- $1,122,770
- Net increase / (decrease)
- $660,707
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Associates Inc. | NONE | $36,362 | $0 | 2023 |
| Central Data Services, Inc. | NONE | $31,488 | not reported in the loaded dataset | 2023 |
| Grossman Yanak & Ford Llp | ACCOUNTING | $19,558 | not reported in the loaded dataset | 2023 |
| The Mckeough Company | NONE | $18,750 | not reported in the loaded dataset | 2023 |
| Howard Kline | TRUST COMMITTEE MEMBER | $12,731 | not reported in the loaded dataset | 2023 |
| Jeanette Stump | TRUST COMMITTEE MEMBER | $12,731 | not reported in the loaded dataset | 2023 |
| Fusco Gallagher Porcaro Monroe Llp | NONE | $7,052 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Usw-Uaw Kelsey-Hayes Retirees
- 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
- Grossman Yanak & Ford Llp — Schedule C compensation
- The Mckeough Company — Schedule C compensation
- Howard Kline — Schedule C compensation
- Jeanette Stump — Schedule C compensation
- Fusco Gallagher Porcaro Monroe Llp — Schedule C compensation