2023 Form 5500 filing — Ptc Alliance Union Retiree Health Benefits 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 20241010151003NAL0036226448001) for Ptc Alliance Union Retiree Health Benefits Plan, reported by Board Of Trustees,Ptc Alliance Union Retiree Health Benefits Trust under EIN 27-3742357 and plan number 501. It reports 191 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010151003NAL0036226448001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Board Of Trustees,Ptc Alliance Union Retiree Health Benefits Trust
- EIN
- 27-3742357
- Plan number
- 501
- Location
- Pittsburgh, PA
- Participants
- 191
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,107,236
- Total liabilities (EOY)
- $67,539
- Net assets (EOY)
- $1,039,697
- Participant contributions
- $43,274
- Total income / additions
- $97,524
- Benefits paid
- $307,289
- Administrative expenses
- $39,839
- Total expenses
- $347,128
- Net increase / (decrease)
- -$249,604
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Central Data Services, Inc. | NONE | $12,000 | not reported in the loaded dataset |
| Mcelhaney & Associates, LLC | NONE | $11,000 | not reported in the loaded dataset |
| Buck Global, LLC | NONE | $5,064 | not reported in the loaded dataset |