# Budd E&A Veba Retiree Committee Health & Welfare Plan
Source: https://planprovider.pro/companies/budd-e-a-veba-retiree-committee-812446302-501

> Budd E&A Veba Retiree Committee's Health & Welfare plan: 620 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Budd E&A Veba Retiree Committee

- **Sponsor EIN:** 812446302

- **Sponsor Address:** 60 BOULEVARD OF THE ALLIES, PITTSBURGH, PA, 15222

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 620

- **Total Assets:** $76.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|620|$76.2M|$0|$42,397|

| 2023|664|$74.1M|$0|$46,059|

| 2022|704|$69.8M|$0|$45,468|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| CDS ADMINISTRATORS|Other Service Provider|$78,000|—|$78,000|

| SEGAL MARCO ADVISORS|Other Service Provider|$64,648|—|$64,648|

| THE SEGAL COMPANY|Other Service Provider|$63,000|—|$63,000|

| WESTERN ASSET MANAGEMENT|Other Service Provider|$46,344|—|$46,344|

| JENNER & BLOCK LLP|ERISA Attorney|$32,574|—|$32,574|

| BAIRD INTERMEDIATE BOND|Other Service Provider|$25,581|—|$25,581|

| UNICARE LIFE & HEALTH INSURANCE|Other Service Provider|$23,678|—|$23,678|

| CALIBRE CPA GROUP PLLC|Auditor|$21,114|—|$21,114|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JENNER & BLOCK LLP](https://planprovider.pro/provider/jenner-and-block-llp) — ERISA Attorney

- [CALIBRE CPA GROUP PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $354,939

- **Estimated Expense Ratio:** 0.466% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$368,986|$136,573|$78,000|$21,114|—|

| 2023|$366,371|$133,668|$78,000|$19,752|—|

| 2022|$347,687|$128,401|$78,000|—|$108,457|

## Similar Plans

- [Ametek, INC.](https://planprovider.pro/companies/ametek-inc-401k-plan-078) — 14,231 participants

- [Teleflex Incorporated](https://planprovider.pro/companies/teleflex-incorporated-401k-plan) — 5,519 participants

- [Dentsply Sirona INC.](https://planprovider.pro/companies/dentsply-sirona-inc-plan-004) — 4,950 participants

- [Enersys Delaware INC.](https://planprovider.pro/companies/enersys-delaware-inc-401k-plan) — 4,488 participants

- [Coherent Corp.](https://planprovider.pro/companies/coherent-corp-401k-plan-001-4948) — 4,242 participants

- [Packaging Coordinators INC.](https://planprovider.pro/companies/packaging-coordinators-inc-401k-plan) — 4,091 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/budd-e-a-veba-retiree-committee-812446302-501)

© 2026 PlanProvider.Pro