Plan5500

Ati-Usw Sac 34th Ave. Retiree Health Care Plan — Form 5500 plan (Veba Committee, Ati-Usw Veba 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, Ati-Usw Sac 34th Ave. Retiree Health Care Plan is a benefit plan reported by Veba Committee, Ati-Usw Veba Trust under EIN 27-1404121 and plan number 503. The latest loaded filing year is 2023. The filing reports 194 participants and $1,109,382 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Veba Committee, Ati-Usw Veba Trust
EIN
27-1404121
Plan number
503
Plan type
2
Location
Pittsburgh, PA
Latest filing year
2023
Participants
194
End-of-year plan assets
$1,109,382

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023194H, C20241009174400NAL0019724689005

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,109,382
Total liabilities (EOY)
$59,792
Net assets (EOY)
$1,049,590
Net assets (BOY)
$1,023,303

Income & contributions

Employer contributions
$963,635
Participant contributions
$305,555
Total contributions
$1,269,190
Total income / additions
$1,306,375

Expenses & distributions

Benefits paid
$1,225,401
Administrative expenses
$54,687
Total expenses
$1,280,088
Net increase / (decrease)
$26,287

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schneider Downs & Co., Inc.PLAN AUDITOR$21,600not reported in the loaded dataset2023
Buck Global, LLCPLAN CONSULTANT/ACTUARY$18,587not reported in the loaded dataset2023
Central Data Services, Inc.CONTRACT ADMINISTRATOR$5,406not reported in the loaded dataset2023

Related Form 5500 pages