2023 Form 5500 filing — The Staff Education Association Retirees' Veba Trust Fund
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 20241009142653NAL0037335090003) for The Staff Education Association Retirees' Veba Trust Fund, reported by The Staff Education Association Retirees' Veba Trust Fund under EIN 27-2528791 and plan number 501. It reports 285 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009142653NAL0037335090003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Staff Education Association Retirees' Veba Trust Fund
- EIN
- 27-2528791
- Plan number
- 501
- Location
- Pittsburgh, PA
- Participants
- 285
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,184,343
- Total liabilities (EOY)
- $69,976
- Net assets (EOY)
- $40,114,367
- Participant contributions
- $89,877
- Total income / additions
- $5,155,749
- Benefits paid
- $1,591,770
- Administrative expenses
- $158,367
- Total expenses
- $1,750,137
- Net increase / (decrease)
- $3,405,612
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Dover Consulting Group | NONE | $47,736 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $12,180 | not reported in the loaded dataset |
| John Wardell | TRUSTEE | $6,000 | not reported in the loaded dataset |
| Laurie Therrien | TRUSTEE | $6,000 | not reported in the loaded dataset |
| Robert Hockenberger | TRUSTEE | $6,000 | not reported in the loaded dataset |
| Paul Gonzalez | TRUSTEE | $6,000 | not reported in the loaded dataset |
| Priscilla Roberge | TRUSTEE | $6,000 | not reported in the loaded dataset |