2023 Form 5500 filing — Special Metals Retiree Veba Medical 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 20250610103010NAL0013027859001) for Special Metals Retiree Veba Medical Plan, reported by Board Of Trustees Special Metals Corporation Retiree Benefits Trust under EIN 20-0508764 and plan number 501. It reports 1,397 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250610103010NAL0013027859001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Board Of Trustees Special Metals Corporation Retiree Benefits Trust
- EIN
- 20-0508764
- Plan number
- 501
- Location
- Pittsburgh, PA
- Participants
- 1,397
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $141,983,791
- Total liabilities (EOY)
- $70,511
- Net assets (EOY)
- $141,913,280
- Total income / additions
- $21,709,252
- Benefits paid
- $4,120,223
- Administrative expenses
- $508,994
- Total expenses
- $4,629,217
- Net increase / (decrease)
- $17,080,035
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Associates, Inc. | NONE | $242,893 | $0 |
| Central Data Services, Inc. | NONE | $78,000 | not reported in the loaded dataset |
| Segal Consulting | NONE | $43,269 | not reported in the loaded dataset |
| Mcelhaney & Associates, LLC | NONE | $23,100 | not reported in the loaded dataset |
| Ameriserv Trust & Financial Service | NONE | $19,865 | not reported in the loaded dataset |
| Jeanette Stump | NONE | $13,327 | not reported in the loaded dataset |
| James Carney | NONE | $11,226 | not reported in the loaded dataset |
| Howard Kline | NONE | $11,226 | not reported in the loaded dataset |
| Robert Adkins | NONE | $11,226 | not reported in the loaded dataset |
| Randall Moore | NONE | $11,226 | not reported in the loaded dataset |
| Fusco Gallagher & Porcaro Llp | NONE | $6,778 | not reported in the loaded dataset |