Steelworkers Pension Trust Employee Post-Retirement Health Insurance Plan — Form 5500 plan (Steelworkers Pension Trust Employee Post-Retirement Health Insurance P)

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 Pension Trust Employee Post-Retirement Health Insurance Plan is a benefit plan reported by Steelworkers Pension Trust Employee Post-Retirement Health Insurance P under EIN 23-6648508 and plan number 501. The latest loaded filing year is 2023. The filing reports 40 participants and $9,572,766 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$9.6MPlan net assets, end of year$9,572,766
Participants40Covered participants reported
Assets / participant$239.3KComputed: assets ÷ participants$239,319 (computed)
Provider compensationNone reported
Plan sponsor
Steelworkers Pension Trust Employee Post-Retirement Health Insurance P
EIN
23-6648508
Plan number
501
Plan type
2
Location
Pittsburgh, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202340I20241010092206NAL0011329123001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$9.6M total assets
Net assets$9.6MLiabilities
Money in vs. money out
Total income / additions$1.1M
Total expenses$175.6K
Benefits paid / distributions$175.6K
Full reported line items

Net assets

Total assets (EOY)
$9,572,766
Net assets (EOY)
$9,572,766
Net assets (BOY)
$8,625,951

Income & contributions

Total income / additions
$1,122,391

Expenses & distributions

Benefits paid
$175,576
Total expenses
$175,576
Net increase / (decrease)
$946,815
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income16%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages