2023 Form 5500 filing — Retirees Of Anchor Acquisition,LLC 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 20241008131410NAL0017625377001) for Retirees Of Anchor Acquisition,LLC Health Care Plan, reported by Veba Committee,Retirees Of Anchor Acquisition,LLC Health Care Trust under EIN 27-6239920 and plan number 501. It reports 244 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008131410NAL0017625377001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Veba Committee,Retirees Of Anchor Acquisition,LLC Health Care Trust
- EIN
- 27-6239920
- Plan number
- 501
- Location
- Pittsburgh, PA
- Participants
- 244
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,730,979
- Total liabilities (EOY)
- $214,090
- Net assets (EOY)
- $1,516,889
- Employer contributions
- $100,000
- Total income / additions
- $278,234
- Benefits paid
- $213,910
- Administrative expenses
- $26,111
- Total expenses
- $240,021
- Net increase / (decrease)
- $38,213
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mcelhaney & Associates, LLC | NONE | $9,500 | not reported in the loaded dataset |
| Central Data Services, Inc. | NONE | $6,000 | not reported in the loaded dataset |