2023 Form 5500 filing — July Products, LLC-Usw Retiree Veba 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 20250321190149NAL0008590817001) for July Products, LLC-Usw Retiree Veba Plan, reported by Veba Committee July Products,LLC-Usw Retiree Welfare Trust under EIN 23-7865797 and plan number 501. It reports 270 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250321190149NAL0008590817001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Veba Committee July Products,LLC-Usw Retiree Welfare Trust
- EIN
- 23-7865797
- Plan number
- 501
- Location
- Pittsburgh, PA
- Participants
- 270
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,904,987
- Total liabilities (EOY)
- $159,302
- Net assets (EOY)
- $22,745,685
- Total income / additions
- $2,728,142
- Benefits paid
- $1,244,669
- Administrative expenses
- $170,556
- Total expenses
- $1,415,225
- Net increase / (decrease)
- $1,312,917
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Associates, Inc. | NONE | $67,299 | $0 |
| Central Data Services Inc | NONE | $34,260 | not reported in the loaded dataset |
| Buck Global, LLC | NONE | $19,975 | not reported in the loaded dataset |
| Mcelhaney & Associates, LLC | NONE | $17,000 | not reported in the loaded dataset |
| Us Bank | NONE | $6,432 | $0 |
| Jeanette Stump | NONE | $6,000 | not reported in the loaded dataset |