Plan Snapshot
- Plan Sponsor: Retirees Of Veyance Technologies, INC. Health Care Trust
- Sponsor EIN: 263489193
- Sponsor Address: C/O CDS ADMINISTRATORS, PITTSBURGH, PA, 15222
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 0
- Total Assets: $14.0M
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 | $14.0M | $0 | $1.1M |
| 2023 | 0 | $17.2M | $0 | $1.1M |
| 2022 | 0 | $20.5M | $0 | $1.0M |
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 | $53,641 | — | $53,641 |
| PLANTE & MORAN, PLLC | Other Service Provider | $32,650 | — | $32,650 |
| MILLIMAN, INC. | Recordkeeper | $17,356 | — | $17,356 |
| EMILY WOODWARD | Other Service Provider | $16,000 | — | $16,000 |
| GARY B. MANN | Other Service Provider | $16,000 | — | $16,000 |
| RICHARD B. HOGG | Other Service Provider | $16,000 | — | $16,000 |
| SEGAL MARCO ADVISORS | Other Service Provider | $15,000 | — | $15,000 |
| PNC BANK, NATIONAL ASSOCIATION | Other Service Provider | $10,016 | — | $10,016 |
| DELTA DENTAL OF OHIO | Other Service Provider | $9,615 | — | $9,615 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $186,278
- Estimated Expense Ratio: 1.332% 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 | $198,941 | $15,000 | $58,905 | $32,650 | — |
| 2023 | $195,908 | $15,000 | $55,412 | $30,500 | — |
| 2022 | $206,152 | $15,000 | $45,166 | — | $124,693 |