Republic Retiree Veba Medical Plan — Form 5500 plan (Board Of Trustees Republic Retiree Veba Benefit Trust)
Plain-English plan 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, Republic Retiree Veba Medical Plan is a benefit plan reported by Board Of Trustees Republic Retiree Veba Benefit Trust under EIN 02-0642820 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,115 participants and $86,922,286 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Republic Retiree Veba Benefit Trust
- EIN
- 02-0642820
- Plan number
- 501
- Plan type
- 1
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 3,115
- End-of-year plan assets
- $86,922,286
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,115 | H, C | 20250401153616NAL0013694770001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $86,922,286
- Total liabilities (EOY)
- $358,648
- Net assets (EOY)
- $86,563,638
- Net assets (BOY)
- $82,502,262
Income & contributions
- Employer contributions
- $208,165
- Participant contributions
- $2,833,825
- Total contributions
- $3,041,990
- Total income / additions
- $13,475,789
Expenses & distributions
- Benefits paid
- $8,908,988
- Administrative expenses
- $505,425
- Total expenses
- $9,414,413
- Net increase / (decrease)
- $4,061,376
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Associates, Inc. | NONE | $198,274 | $0 | 2023 |
| Central Data Services | NONE | $144,000 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $43,600 | not reported in the loaded dataset | 2023 |
| Mcelhaney & Associates, LLC | NONE | $27,000 | not reported in the loaded dataset | 2023 |
| Pnc Institutional Investments | NONE | $24,982 | $0 | 2023 |
| Fusco Gallagher & Porcaro Llp | NONE | $10,950 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Republic Retiree Veba Benefit Trust
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- T. Rowe Price Associates, Inc. — Schedule C compensation
- Central Data Services — Schedule C compensation
- The Segal Company — Schedule C compensation
- Mcelhaney & Associates, LLC — Schedule C compensation
- Pnc Institutional Investments — Schedule C compensation
- Fusco Gallagher & Porcaro Llp — Schedule C compensation