2023 Form 5500 filing — Retirees Of Ctna Health Care Trust
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 20241001091929NAL0003862835001) for Retirees Of Ctna Health Care Trust, reported by Veba Committee Retirees Of Ctna Health Care Trust under EIN 26-3625263 and plan number 501. It reports 1,763 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001091929NAL0003862835001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Veba Committee Retirees Of Ctna Health Care Trust
- EIN
- 26-3625263
- Plan number
- 501
- Location
- Pittsburgh, PA
- Participants
- 1,763
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $123,409,809
- Total liabilities (EOY)
- $274,351
- Net assets (EOY)
- $123,135,458
- Employer contributions
- $6,920,333
- Participant contributions
- $602,054
- Total income / additions
- $22,750,643
- Benefits paid
- $6,508,721
- Administrative expenses
- $639,261
- Total expenses
- $7,147,982
- Net increase / (decrease)
- $15,602,661
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wellington Trust | NONE | $177,357 | $0 |
| Central Data Services, Inc | NONE | $115,200 | not reported in the loaded dataset |
| Gallagher Fiduciary Advisors LLC | NONE | $55,000 | not reported in the loaded dataset |
| Highmark | ADMINSTRATOR | $49,764 | $0 |
| Buck Global, LLC | NONE | $39,000 | not reported in the loaded dataset |
| Thomas F. Duzak | PLAN FIDUCIARY | $27,689 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $26,903 | not reported in the loaded dataset |
| Wayne Chambers | PLAN FIDUCIARY | $22,689 | not reported in the loaded dataset |
| Howard Kline | PLAN FIDUCIARY | $22,689 | not reported in the loaded dataset |
| James Carney | PLAN FIDUCIARY | $22,689 | not reported in the loaded dataset |
| Paul Whitehead | PLAN FIDUCIARY | $22,689 | not reported in the loaded dataset |
| Pnc Bank | NONE | $7,996 | $0 |