Plan5500

Steelworkers Health And Welfare Fund — Form 5500 plan (Steelworkers Health And Welfare Fund)

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, Steelworkers Health And Welfare Fund is a benefit plan reported by Steelworkers Health And Welfare Fund under EIN 23-1317409 and plan number 501. The latest loaded filing year is 2023. The filing reports 54,355 participants and $67,083,003 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Steelworkers Health And Welfare Fund
EIN
23-1317409
Plan number
501
Plan type
1
Location
Pittsburgh, PA
Latest filing year
2023
Participants
54,355
End-of-year plan assets
$67,083,003

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202354,355H, C20240625121636NAL0004846915001
202354,355H, C20240625130656NAL0004881219001
202360,419H, C20240625132018NAL0004641011001
202356,879H, C20241015150434NAL0016704435001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$105,803,367
Total liabilities (EOY)
$19,111,000
Net assets (EOY)
$86,692,367
Net assets (BOY)
$44,994,588

Income & contributions

Employer contributions
$879,266,862
Participant contributions
$2,617,921
Total contributions
$881,884,783
Total income / additions
$891,127,200

Expenses & distributions

Benefits paid
$833,262,305
Administrative expenses
$16,167,116
Total expenses
$849,429,421
Net increase / (decrease)
$41,697,779

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Anthem Blue CrossNONE$7,595,391not reported in the loaded dataset2023
HighmarkNONE$5,723,228not reported in the loaded dataset2023
Central Data Services, Inc.NONE$1,623,328not reported in the loaded dataset2023
Central Data Services, Inc.NONE$1,400,106not reported in the loaded dataset2023
Central Data Services, Inc.NONE$1,316,159not reported in the loaded dataset2023
Central Data Services, Inc.NONE$1,277,713not reported in the loaded dataset2023
United Concordia Companies, Inc.NONE$469,834not reported in the loaded dataset2023
Diane PickleEMPLOYEE$152,560not reported in the loaded dataset2023
Diane PickleNONE$98,619not reported in the loaded dataset2023
Diane PickleNONE$96,369not reported in the loaded dataset2023
Diane PickleNONE$90,750not reported in the loaded dataset2023
Moriah JamromEMPLOYEE$80,086not reported in the loaded dataset2023
Margaret BibbEMPLOYEE$80,086not reported in the loaded dataset2023
Moriah JamromNONE$73,283not reported in the loaded dataset2023
Margaret BibbNONE$73,283not reported in the loaded dataset2023
Margaret BibbNONE$73,185not reported in the loaded dataset2023
Gallagher Fiduciary Advisors LLCNONE$72,500not reported in the loaded dataset2023
Margaret BibbNONE$70,151not reported in the loaded dataset2023
Withumsmith+Brown PcNONE$69,864not reported in the loaded dataset2023
Consolidated Graphics CommunicationNONE$69,484not reported in the loaded dataset2023
Moriah JamromNONE$68,363not reported in the loaded dataset2023
Gallagher Fiduciary Advisors LLCNONE$67,500not reported in the loaded dataset2023
Davis VisionNONE$64,437not reported in the loaded dataset2023
Segal Select Insurance ServicesNONE$63,982not reported in the loaded dataset2023
Moriah JamromNONE$61,883not reported in the loaded dataset2023
Withumsmith+Brown PcNONE$58,968not reported in the loaded dataset2023
Innovest Portfolio SolutionsNONE$56,502not reported in the loaded dataset2023
Innovest Portfolio SolutionsNONE$53,213not reported in the loaded dataset2023
Innovest Portfolio SolutionsNONE$52,325not reported in the loaded dataset2023
Anne McfarlandNONE$51,567not reported in the loaded dataset2023
Anne McfarlandNONE$51,017not reported in the loaded dataset2023
Anne McfarlandNONE$48,853not reported in the loaded dataset2023
Richmond Capital ManagementNONE$48,637not reported in the loaded dataset2023
Innovest Portfolio SolutionsNONE$47,083not reported in the loaded dataset2023
Richmond Capital ManagementNONE$43,994not reported in the loaded dataset2023
Richmond Capital ManagementNONE$40,763not reported in the loaded dataset2023
Richmond Capital ManagementNONE$38,936not reported in the loaded dataset2023
Consolidated Graphics CommunicationNONE$38,827not reported in the loaded dataset2023
Bredhoff & KaiserNONE$36,689not reported in the loaded dataset2023
Bredhoff & KaiserNONE$36,070not reported in the loaded dataset2023
Bredhoff & KaiserNONE$36,021not reported in the loaded dataset2023
Mcelhaney & Associates, LLCNONE$36,000not reported in the loaded dataset2023
Bredhoff & KaiserNONE$33,251not reported in the loaded dataset2023
Anne McfarlandEMPLOYEE$32,638not reported in the loaded dataset2023
Ameriserv Trust & Financial ServiceNONE$25,568not reported in the loaded dataset2023
GallagherNONE$20,000not reported in the loaded dataset2023
Ameriserv Trust & Financial ServiceNONE$15,973not reported in the loaded dataset2023
Ameriserv Trust & Financial ServiceNONE$14,710not reported in the loaded dataset2023
Ameriserv Trust & Financial ServiceNONE$13,943not reported in the loaded dataset2023
DocusignNONE$12,718not reported in the loaded dataset2023

Related Form 5500 pages