Plan Snapshot
- Plan Sponsor: National Steel Corporation Represented Retiree Benefit Trust
- Sponsor EIN: 351964535
- Sponsor Address: 60 BOULEVARD OF THE ALLIES, PITTSBURGH, PA, 15222
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 0
- Total Assets: $19.0M
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 | 0 | $19.0M | $0 | $0 |
| 2023 | 0 | $21.8M | $0 | $0 |
| 2022 | 0 | $26.1M | $0 | $0 |
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 |
|---|---|---|---|---|
| CENTRAL DATA SERVICES, INC. | Other Service Provider | $39,369 | — | $39,369 |
| MEKETA INVESTMENT GROUP | Other Service Provider | $21,410 | — | $21,410 |
| MCELHANEY & ASSOCIATES, LLC | Other Service Provider | $12,650 | — | $12,650 |
| BUCK GLOBAL, LLC | Other Service Provider | $11,000 | — | $11,000 |
| PNC BANK | Other Service Provider | $5,946 | — | $5,946 |
| FUSCO GALLAGHER PORCARO MONRO LLP | Other Service Provider | $5,706 | — | $5,706 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $96,081
- Estimated Expense Ratio: 0.507% 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 | $146,674 | $27,356 | $39,369 | $12,650 | — |
| 2023 | $139,982 | $31,670 | $40,540 | $11,500 | — |
| 2022 | $143,464 | $45,331 | $37,846 | — | $28,844 |