2023 Form 5500 filing — Usw Retirees Of The Dana Corporation Health Care 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 20240930094306NAL0003141075001) for Usw Retirees Of The Dana Corporation Health Care Plan, reported by Committee Members Of The Usw Retirees Of The under EIN 26-1860594 and plan number 501. It reports 2,361 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930094306NAL0003141075001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Committee Members Of The Usw Retirees Of The
- EIN
- 26-1860594
- Plan number
- 501
- Location
- Pittsburgh, PA
- Participants
- 2,361
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $218,795,816
- Total liabilities (EOY)
- $249,103
- Net assets (EOY)
- $218,546,713
- Participant contributions
- $2,220,615
- Total income / additions
- $24,403,801
- Benefits paid
- $7,392,934
- Administrative expenses
- $807,692
- Total expenses
- $8,200,626
- Net increase / (decrease)
- $16,203,175
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cds Administrators | NONE | $176,288 | not reported in the loaded dataset |
| Gallagher Fiduciary Advisors | NONE | $98,709 | not reported in the loaded dataset |
| Segal Consulting | NONE | $85,250 | $0 |
| Highmark | NONE | $73,650 | $0 |
| Calibre Cpa Group Pllc | NONE | $44,782 | not reported in the loaded dataset |
| Bredhoff & Kaiser | NONE | $43,225 | not reported in the loaded dataset |
| Thomas Braun | COMMITTEE MEMBER | $36,151 | not reported in the loaded dataset |
| James Dworkin | COMMITTEE MEMBER | $28,745 | not reported in the loaded dataset |
| Thomas Hayhurst | COMMITTEE MEMBER | $28,471 | not reported in the loaded dataset |
| S. Howard Kline | COMMITTEE MEMBER | $28,275 | not reported in the loaded dataset |
| Charles Piper | COMMITTEE MEMBER | $27,815 | not reported in the loaded dataset |
| Anne Blanton | COMMITTEE MEMBER | $27,341 | not reported in the loaded dataset |
| Comercia | NONE | $26,579 | not reported in the loaded dataset |
| Bank Of Ny Mellon | NONE | $23,165 | $0 |
| Pnc Bank | NONE | $9,072 | $0 |