Budd E&A Veba Plan — Form 5500 plan (Budd E&A Veba Retiree Committee)
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, Budd E&A Veba Plan is a benefit plan reported by Budd E&A Veba Retiree Committee under EIN 81-2446302 and plan number 501. The latest loaded filing year is 2023. The filing reports 664 participants and $74,110,667 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Budd E&A Veba Retiree Committee
- EIN
- 81-2446302
- Plan number
- 501
- Plan type
- 2
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 664
- End-of-year plan assets
- $74,110,667
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 664 | H, C | 20240923075042NAL0006512147005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $74,110,667
- Total liabilities (EOY)
- $116,472
- Net assets (EOY)
- $73,994,195
- Net assets (BOY)
- $69,494,995
Income & contributions
- Participant contributions
- $46,059
- Total contributions
- $46,059
- Total income / additions
- $9,263,064
Expenses & distributions
- Benefits paid
- $4,397,493
- Administrative expenses
- $366,371
- Total expenses
- $4,763,864
- Net increase / (decrease)
- $4,499,200
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cds Administrators | NONE | $78,000 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $63,071 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $60,000 | not reported in the loaded dataset | 2023 |
| Western Asset Management | not reported in the loaded dataset | $45,007 | $0 | 2023 |
| Jenner & Block Llp | NONE | $41,636 | not reported in the loaded dataset | 2023 |
| Baird Intermediate Bond | not reported in the loaded dataset | $25,590 | $0 | 2023 |
| Unicare Life & Health Insurance | NONE | $23,657 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $19,752 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Budd E&A Veba Retiree Committee
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Cds Administrators — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- The Segal Company — Schedule C compensation
- Western Asset Management — Schedule C compensation
- Jenner & Block Llp — Schedule C compensation
- Baird Intermediate Bond — Schedule C compensation
- Unicare Life & Health Insurance — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation