Special Metals Retiree Veba Medical Plan — Form 5500 plan (Board Of Trustees Special Metals Corporation Retiree Benefits 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, Special Metals Retiree Veba Medical Plan is a benefit plan reported by Board Of Trustees Special Metals Corporation Retiree Benefits Trust under EIN 20-0508764 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,397 participants and $141,983,791 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Special Metals Corporation Retiree Benefits Trust
- EIN
- 20-0508764
- Plan number
- 501
- Plan type
- 2
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 1,397
- End-of-year plan assets
- $141,983,791
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,397 | H, C | 20250610103010NAL0013027859001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $141,983,791
- Total liabilities (EOY)
- $70,511
- Net assets (EOY)
- $141,913,280
- Net assets (BOY)
- $124,833,245
Income & contributions
- Total contributions
- $0
- Total income / additions
- $21,709,252
Expenses & distributions
- Benefits paid
- $4,120,223
- Administrative expenses
- $508,994
- Total expenses
- $4,629,217
- Net increase / (decrease)
- $17,080,035
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Associates, Inc. | NONE | $242,893 | $0 | 2023 |
| Central Data Services, Inc. | NONE | $78,000 | not reported in the loaded dataset | 2023 |
| Segal Consulting | NONE | $43,269 | not reported in the loaded dataset | 2023 |
| Mcelhaney & Associates, LLC | NONE | $23,100 | not reported in the loaded dataset | 2023 |
| Ameriserv Trust & Financial Service | NONE | $19,865 | not reported in the loaded dataset | 2023 |
| Jeanette Stump | NONE | $13,327 | not reported in the loaded dataset | 2023 |
| James Carney | NONE | $11,226 | not reported in the loaded dataset | 2023 |
| Howard Kline | NONE | $11,226 | not reported in the loaded dataset | 2023 |
| Robert Adkins | NONE | $11,226 | not reported in the loaded dataset | 2023 |
| Randall Moore | NONE | $11,226 | not reported in the loaded dataset | 2023 |
| Fusco Gallagher & Porcaro Llp | NONE | $6,778 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Special Metals Corporation Retiree Benefits 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, Inc. — Schedule C compensation
- Segal Consulting — Schedule C compensation
- Mcelhaney & Associates, LLC — Schedule C compensation
- Ameriserv Trust & Financial Service — Schedule C compensation
- Jeanette Stump — Schedule C compensation
- James Carney — Schedule C compensation
- Howard Kline — Schedule C compensation
- Robert Adkins — Schedule C compensation
- Randall Moore — Schedule C compensation
- Fusco Gallagher & Porcaro Llp — Schedule C compensation