# Gerdau Ameristeel Us Union Retiree Health Benefits Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/gerdau-ameristeel-us-union-retiree-health-benefits-trust-597268449-501

> Gerdau Ameristeel Us Union Retiree Health Benefits Trust's Health & Welfare plan: 21 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

- [MILLIMAN, INC.](https://planprovider.pro/provider/milliman) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/gerdau-ameristeel-us-union-retiree-health-benefits-trust-597268449-501)

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