The Staff Education Association Retirees' Veba Trust Fund — Form 5500 plan (The Staff Education Association Retirees' Veba Trust 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, The Staff Education Association Retirees' Veba Trust Fund is a benefit plan reported by The Staff Education Association Retirees' Veba Trust Fund under EIN 27-2528791 and plan number 501. The latest loaded filing year is 2023. The filing reports 285 participants and $40,184,343 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Staff Education Association Retirees' Veba Trust Fund
- EIN
- 27-2528791
- Plan number
- 501
- Plan type
- 2
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 285
- End-of-year plan assets
- $40,184,343
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 285 | H, C | 20241009142653NAL0037335090003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,184,343
- Total liabilities (EOY)
- $69,976
- Net assets (EOY)
- $40,114,367
- Net assets (BOY)
- $36,708,755
Income & contributions
- Participant contributions
- $89,877
- Total contributions
- $89,877
- Total income / additions
- $5,155,749
Expenses & distributions
- Benefits paid
- $1,591,770
- Administrative expenses
- $158,367
- Total expenses
- $1,750,137
- Net increase / (decrease)
- $3,405,612
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Dover Consulting Group | NONE | $47,736 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $12,180 | not reported in the loaded dataset | 2023 |
| John Wardell | TRUSTEE | $6,000 | not reported in the loaded dataset | 2023 |
| Laurie Therrien | TRUSTEE | $6,000 | not reported in the loaded dataset | 2023 |
| Robert Hockenberger | TRUSTEE | $6,000 | not reported in the loaded dataset | 2023 |
| Paul Gonzalez | TRUSTEE | $6,000 | not reported in the loaded dataset | 2023 |
| Priscilla Roberge | TRUSTEE | $6,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Staff Education Association Retirees' Veba Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Dover Consulting Group — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- John Wardell — Schedule C compensation
- Laurie Therrien — Schedule C compensation
- Robert Hockenberger — Schedule C compensation
- Paul Gonzalez — Schedule C compensation
- Priscilla Roberge — Schedule C compensation