2023 Form 5500 filing — Butler-Zanesville Works Hourly And Salaried Union Retirees Health Care 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 20241010145353NAL0011632243001) for Butler-Zanesville Works Hourly And Salaried Union Retirees Health Care Fund, reported by Bd Of Trustees Butler-Zanesville Works Hourly And Salaried Union Retir under EIN 45-2029312 and plan number 501. It reports 1,851 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010145353NAL0011632243001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bd Of Trustees Butler-Zanesville Works Hourly And Salaried Union Retir
- EIN
- 45-2029312
- Plan number
- 501
- Location
- Pittsburgh, PA
- Participants
- 1,851
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $80,883,159
- Total liabilities (EOY)
- $321,678
- Net assets (EOY)
- $80,561,481
- Participant contributions
- $439,415
- Total income / additions
- $6,873,119
- Benefits paid
- $5,898,087
- Administrative expenses
- $470,231
- Total expenses
- $6,368,318
- Net increase / (decrease)
- $504,801
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Central Data Service Inc. | NONE | $84,385 | not reported in the loaded dataset |
| Asb Capital Management | NONE | $66,078 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $50,000 | not reported in the loaded dataset |
| Loomis, Sayles & Company, L.P. | NONE | $43,990 | not reported in the loaded dataset |
| Pnc Investment | NONE | $38,516 | $0 |
| The Northern Trust Company | NONE | $31,604 | $0 |
| Mcelhaney & Associates, LLC | NONE | $24,500 | not reported in the loaded dataset |
| The Mckeogh Company | NONE | $20,428 | not reported in the loaded dataset |
| Jeanette Stump | NONE | $11,701 | not reported in the loaded dataset |
| Simone Rockstroh | NONE | $11,701 | not reported in the loaded dataset |
| Fusco Gallagher Porcaro Monro Llp | NONE | $8,728 | not reported in the loaded dataset |
| Stulberg & Walsh Llp | NONE | $6,520 | not reported in the loaded dataset |