Plan Snapshot
- Plan Sponsor: Usw Sherwin Alumina Retiree Health Care Trust
- Sponsor EIN: 466550132
- Sponsor Address: 60 BLVD OF THE ALLIES 5TH FLOOR, PITTSBURGH, PA, 15222
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 0
- Total Assets: $639,490
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 | $639,490 | $0 | $0 |
| 2023 | 0 | $1.4M | $0 | $0 |
| 2022 | 0 | $2.2M | $446,302 | $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 | Other Service Provider | $14,602 | — | $14,602 |
| THE WASHINGTON TRUST COMPANY | Other Service Provider | $12,686 | — | $12,686 |
| MCELHANEY & ASSOCIATES, LLC | Other Service Provider | $8,000 | — | $8,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,288
- Estimated Expense Ratio: 5.518% 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 | $40,668 | $12,686 | $14,602 | $8,000 | — |
| 2023 | $37,792 | $16,471 | $10,896 | $4,500 | — |
| 2022 | $61,408 | $16,455 | $32,688 | — | $7,812 |