# Ormet Corporation Hourly Retiree Benefit Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/ormet-corporation-hourly-retiree-benefit-trust-830430487-501

> Ormet Corporation Hourly Retiree Benefit Trust's Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ormet Corporation Hourly Retiree Benefit Trust

- **Sponsor EIN:** 830430487

- **Sponsor Address:** 60 BLVD. OF THE ALLIES, 5TH FLOOR, PITTSBURGH, PA, 15222

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 0

- **Total Assets:** $44.9M

## 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|0|$44.9M|$0|$733,332|

| 2023|0|$43.4M|$0|$1.7M|

| 2022|0|$41.3M|$0|$1.9M|

## 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|

| PNC BANK|Custodian / Trustee|$152,934|—|$152,934|

| CENTRAL DATA SERVICES, INC|Other Service Provider|$119,968|—|$119,968|

| SCHNEIDER DOWNS & CO., INC.|Auditor|$34,007|—|$34,007|

| BUCK GLOBAL, LLC|Other Service Provider|$26,160|—|$26,160|

| MARSH USA, INC.|Investment Advisor|$17,960|—|$17,960|

| JEANETTE STUMP|Custodian / Trustee|$7,242|—|$7,242|

| HOWARD KLINE|Custodian / Trustee|$6,876|—|$6,876|

| JAMES T. CARNEY|Custodian / Trustee|$6,872|—|$6,872|

| SCHWARZWALD MCNAIR & FUSCO LLP|Other Service Provider|$5,245|—|$5,245|

### Verified Provider Profiles

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

- [SCHNEIDER DOWNS & CO., INC.](https://planprovider.pro/provider/schneider-downs-and-co-inc) — Auditor

- [MARSH USA, INC.](https://planprovider.pro/provider/marsh-mclennan-agency) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $377,264

- **Estimated Expense Ratio:** 0.840% 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|$378,153|—|$119,968|$31,687|—|

| 2023|$346,595|—|$108,000|$23,915|—|

| 2022|$400,874|$218,161|—|—|$178,165|

## Similar Plans

- [Arconic Corporation](https://planprovider.pro/companies/arconic-corporation-401k-plan-002) — 5,436 participants

- [Arconic Corporation](https://planprovider.pro/companies/arconic-corporation-plan) — 3,353 participants

- [Arconic Corporation](https://planprovider.pro/companies/arconic-corporation-401k-plan-001) — 2,169 participants

- [Alcoa Usa Corp](https://planprovider.pro/companies/alcoa-usa-corp-401k-plan-004) — 1,840 participants

- [Alcoa Usa Corp](https://planprovider.pro/companies/alcoa-usa-corp-401k-plan-003) — 1,600 participants

- [Veba Committee For Retirees Of Kaiser Aluminum](https://planprovider.pro/companies/veba-committee-for-retirees-of-kaiser-aluminum-201203429-501) — 1,047 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ormet-corporation-hourly-retiree-benefit-trust-830430487-501)

© 2026 PlanProvider.Pro