Retirees Of Ctna Health Care Trust — Form 5500 plan (Veba Committee Retirees Of Ctna Health Care 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, Retirees Of Ctna Health Care Trust is a benefit plan reported by Veba Committee Retirees Of Ctna Health Care Trust under EIN 26-3625263 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,763 participants and $123,409,809 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Veba Committee Retirees Of Ctna Health Care Trust
- EIN
- 26-3625263
- Plan number
- 501
- Plan type
- 2
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 1,763
- End-of-year plan assets
- $123,409,809
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,763 | H, C | 20241001091929NAL0003862835001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $123,409,809
- Total liabilities (EOY)
- $274,351
- Net assets (EOY)
- $123,135,458
- Net assets (BOY)
- $107,532,797
Income & contributions
- Employer contributions
- $6,920,333
- Participant contributions
- $602,054
- Total contributions
- $7,522,387
- Total income / additions
- $22,750,643
Expenses & distributions
- Benefits paid
- $6,508,721
- Administrative expenses
- $639,261
- Total expenses
- $7,147,982
- Net increase / (decrease)
- $15,602,661
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wellington Trust | NONE | $177,357 | $0 | 2023 |
| Central Data Services, Inc | NONE | $115,200 | not reported in the loaded dataset | 2023 |
| Gallagher Fiduciary Advisors LLC | NONE | $55,000 | not reported in the loaded dataset | 2023 |
| Highmark | ADMINSTRATOR | $49,764 | $0 | 2023 |
| Buck Global, LLC | NONE | $39,000 | not reported in the loaded dataset | 2023 |
| Thomas F. Duzak | PLAN FIDUCIARY | $27,689 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $26,903 | not reported in the loaded dataset | 2023 |
| Wayne Chambers | PLAN FIDUCIARY | $22,689 | not reported in the loaded dataset | 2023 |
| Howard Kline | PLAN FIDUCIARY | $22,689 | not reported in the loaded dataset | 2023 |
| James Carney | PLAN FIDUCIARY | $22,689 | not reported in the loaded dataset | 2023 |
| Paul Whitehead | PLAN FIDUCIARY | $22,689 | not reported in the loaded dataset | 2023 |
| Pnc Bank | NONE | $7,996 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Veba Committee Retirees Of Ctna Health Care Trust
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Wellington Trust — Schedule C compensation
- Central Data Services, Inc — Schedule C compensation
- Gallagher Fiduciary Advisors LLC — Schedule C compensation
- Highmark — Schedule C compensation
- Buck Global, LLC — Schedule C compensation
- Thomas F. Duzak — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Wayne Chambers — Schedule C compensation
- Howard Kline — Schedule C compensation
- James Carney — Schedule C compensation
- Paul Whitehead — Schedule C compensation
- Pnc Bank — Schedule C compensation