2023 Form 5500 filing — Budd E&A Veba Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240923075042NAL0006512147005) for Budd E&A Veba Plan, reported by Budd E&A Veba Retiree Committee under EIN 81-2446302 and plan number 501. It reports 664 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923075042NAL0006512147005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Budd E&A Veba Retiree Committee
- EIN
- 81-2446302
- Plan number
- 501
- Location
- Pittsburgh, PA
- Participants
- 664
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $74,110,667
- Total liabilities (EOY)
- $116,472
- Net assets (EOY)
- $73,994,195
- Participant contributions
- $46,059
- Total income / additions
- $9,263,064
- Benefits paid
- $4,397,493
- Administrative expenses
- $366,371
- Total expenses
- $4,763,864
- Net increase / (decrease)
- $4,499,200
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cds Administrators | NONE | $78,000 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $63,071 | not reported in the loaded dataset |
| The Segal Company | NONE | $60,000 | not reported in the loaded dataset |
| Western Asset Management | not reported in the loaded dataset | $45,007 | $0 |
| Jenner & Block Llp | NONE | $41,636 | not reported in the loaded dataset |
| Baird Intermediate Bond | not reported in the loaded dataset | $25,590 | $0 |
| Unicare Life & Health Insurance | NONE | $23,657 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $19,752 | not reported in the loaded dataset |