2023 Form 5500 filing — Steelworkers Rockwell Retiree 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 20241010152332NAL0021337857001) for Steelworkers Rockwell Retiree Health Care Plan, reported by Veba Committee,Steelworkers Rockwell Retiree Health Care Trust under EIN 26-3661480 and plan number 501. It reports 295 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010152332NAL0021337857001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Veba Committee,Steelworkers Rockwell Retiree Health Care Trust
- EIN
- 26-3661480
- Plan number
- 501
- Location
- Pittsburgh, PA
- Participants
- 295
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,821,376
- Total liabilities (EOY)
- $223,286
- Net assets (EOY)
- $25,598,090
- Total income / additions
- $2,738,443
- Benefits paid
- $1,491,122
- Administrative expenses
- $156,484
- Total expenses
- $1,647,606
- Net increase / (decrease)
- $1,090,837
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Associates, Inc. | NONE | $54,934 | $0 |
| Buck Global, LLC | NONE | $24,000 | not reported in the loaded dataset |
| Central Data Services, Inc. | NONE | $15,962 | not reported in the loaded dataset |
| Mcelhaney & Associates LLC | NONE | $12,000 | not reported in the loaded dataset |
| Pnc Bank | NONE | $9,583 | $0 |
| Thomas Clancy | NONE | $7,379 | not reported in the loaded dataset |
| Jeanette Stump | NONE | $7,379 | not reported in the loaded dataset |
| S. Howard Kline | NONE | $7,379 | not reported in the loaded dataset |