2023 Form 5500 filing — Usw-Uaw Kelsey-Hayes 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 20241012094550NAL0023358545005) for Usw-Uaw Kelsey-Hayes Retiree Health Care Plan, reported by Usw-Uaw Kelsey-Hayes Retirees under EIN 86-1748324 and plan number 501. It reports 205 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012094550NAL0023358545005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Usw-Uaw Kelsey-Hayes Retirees
- EIN
- 86-1748324
- Plan number
- 501
- Location
- Pittsburgh, PA
- Participants
- 205
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,943,389
- Total liabilities (EOY)
- $16,484
- Net assets (EOY)
- $24,926,905
- Total income / additions
- $1,783,477
- Benefits paid
- $973,552
- Administrative expenses
- $149,218
- Total expenses
- $1,122,770
- Net increase / (decrease)
- $660,707
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Associates Inc. | NONE | $36,362 | $0 |
| Central Data Services, Inc. | NONE | $31,488 | not reported in the loaded dataset |
| Grossman Yanak & Ford Llp | ACCOUNTING | $19,558 | not reported in the loaded dataset |
| The Mckeough Company | NONE | $18,750 | not reported in the loaded dataset |
| Howard Kline | TRUST COMMITTEE MEMBER | $12,731 | not reported in the loaded dataset |
| Jeanette Stump | TRUST COMMITTEE MEMBER | $12,731 | not reported in the loaded dataset |
| Fusco Gallagher Porcaro Monroe Llp | NONE | $7,052 | not reported in the loaded dataset |