Plan5500

Gerdau Amerristeel Us Union Retiree Health Benefits Plan — Form 5500 plan (Gerdau Ameristeel Us Union Retiree Health Benefits 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, Gerdau Amerristeel Us Union Retiree Health Benefits Plan is a benefit plan reported by Gerdau Ameristeel Us Union Retiree Health Benefits Trust under EIN 59-7268449 and plan number 501. The latest loaded filing year is 2023. The filing reports 144 participants and $37,219,752 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$37.2MPlan net assets, end of year$37,190,619
Participants144Covered participants reported
Assets / participant$258.5KComputed: assets ÷ participants$258,471 (computed)
Provider compensation$159.6K5 Schedule C provider row(s)$159,645
Plan sponsor
Gerdau Ameristeel Us Union Retiree Health Benefits Trust
EIN
59-7268449
Plan number
501
Plan type
2
Location
Pittsburgh, PA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    144 participants · 2Sch HSch C
    View filing →
Schedule H · 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)$37.2M total assets
Net assets$37.2MLiabilities$29.1K
Money in vs. money out
Total income / additions$5.2M
Total expenses$1.5M
Benefits paid / distributions$1.3M
Contributions
Employer$159.2K
Participant$194.6K
Full reported line items

Net assets

Total assets (EOY)
$37,219,752
Total liabilities (EOY)
$29,133
Net assets (EOY)
$37,190,619
Net assets (BOY)
$33,505,576

Income & contributions

Employer contributions
$159,173
Participant contributions
$194,615
Total contributions
$353,788
Total income / additions
$5,180,791

Expenses & distributions

Benefits paid
$1,318,571
Administrative expenses
$177,177
Total expenses
$1,495,748
Net increase / (decrease)
$3,685,043
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.

Contribution share (employer vs. participant)
Employer 45%Participant 55%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income25%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    T. Rowe Price Associates, Inc.$89.5K
    INVESTMENT MANAGEMENT · Direct $89.5K
  2. 2
    Calibre Cpa Group Pllc$26.2K
    PLAN AUDITOR · Direct $26.2K
  3. 3
    Central Data Services, Inc.$19K
    PLAN ADMIN/RECORDKEEPER · Direct $19K · Indirect $0
  4. 4
    Milliman, Inc.$16.8K
    PLAN ACTUARY · Direct $16.8K
  5. 5
    Segal Select Insurance$8.1K
    FIDUCIARY INS BROKER · Direct $8.1K

What to inspect next

Frequently asked questions

Who sponsors the Gerdau Amerristeel Us Union Retiree Health Benefits Plan?
Gerdau Amerristeel Us Union Retiree Health Benefits Plan is reported as sponsored by Gerdau Ameristeel Us Union Retiree Health Benefits Trust (EIN 59-7268449, plan number 501) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Gerdau Amerristeel Us Union Retiree Health Benefits Plan?
The latest Form 5500 filing year loaded for Gerdau Amerristeel Us Union Retiree Health Benefits Plan is 2023.
How many participants does Gerdau Amerristeel Us Union Retiree Health Benefits Plan report?
Gerdau Amerristeel Us Union Retiree Health Benefits Plan reports 144 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Gerdau Amerristeel Us Union Retiree Health Benefits Plan?
Gerdau Amerristeel Us Union Retiree Health Benefits Plan reports $37,219,752 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages