Plan Snapshot
- Plan Sponsor: Gerdau Ameristeel Us Union Retiree Health Benefits Trust
- Sponsor EIN: 597268449
- Sponsor Address: 60 BLVD. OF THE ALLIES, 5TH FL, PITTSBURGH, PA, 15222
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 21
- Total Assets: $39.9M
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 | 21 | $39.9M | $151,705 | $124,972 |
| 2023 | 26 | $37.2M | $159,173 | $194,615 |
| 2022 | 42 | $33.5M | $1.8M | $180,073 |
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 |
|---|---|---|---|---|
| T. ROWE PRICE ASSOCIATES, INC. | Investment Advisor | $59,775 | — | $59,775 |
| CALIBRE CPA GROUP PLLC | Auditor | $26,242 | — | $26,242 |
| CENTRAL DATA SERVICES, INC. | Recordkeeper | $19,356 | — | $19,356 |
| MILLIMAN, INC. | Actuary | $16,800 | — | $16,800 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP PLLC — Auditor
- MILLIMAN, INC. — Actuary
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $122,173
- Estimated Expense Ratio: 0.306% 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 | $189,651 | $99,458 | $19,356 | $26,242 | — |
| 2023 | $177,177 | $89,545 | $18,873 | $28,405 | — |
| 2022 | $177,791 | $85,540 | $20,301 | — | $71,331 |