2023 Form 5500 filing — Kennecott Retiree Veba 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 20241011151704NAL0037436816001) for Kennecott Retiree Veba Health Care Plan, reported by Board Of Trustees Of The Health & Welfare Benefits Trust For Certain under EIN 37-1542425 and plan number 501. It reports 2,129 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011151704NAL0037436816001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Board Of Trustees Of The Health & Welfare Benefits Trust For Certain
- EIN
- 37-1542425
- Plan number
- 501
- Location
- Pittsburgh, PA
- Participants
- 2,129
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,860,978
- Total liabilities (EOY)
- $6,598
- Net assets (EOY)
- $27,854,380
- Employer contributions
- $2,377,588
- Participant contributions
- $708,359
- Total income / additions
- $6,460,742
- Benefits paid
- $2,867,992
- Administrative expenses
- $161,401
- Total expenses
- $3,029,393
- Net increase / (decrease)
- $3,431,349
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cds Administrators, Inc. | NONE | $43,495 | not reported in the loaded dataset |
| Buck Consultants, LLC | NONE | $34,000 | not reported in the loaded dataset |
| Withumsmith+Brown Pc | NONE | $22,880 | not reported in the loaded dataset |
| Innovest Portfolio Solutions LLC | NONE | $22,000 | not reported in the loaded dataset |
| Durham, Jones & Pinegar | NONE | $10,985 | not reported in the loaded dataset |