# Veba Committee, Ati-Usw Veba Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/veba-committee-ati-usw-veba-trust-271404121-502

> Veba Committee, Ati-Usw Veba 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:** Veba Committee, Ati-Usw Veba Trust

- **Sponsor EIN:** 271404121

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

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 0

- **Total Assets:** $79.0M

## 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|$79.0M|$23.5M|$6.6M|

| 2023|0|$63.0M|$24.2M|$6.4M|

| 2022|0|$47.0M|$25.7M|$8.8M|

## 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|$170,356|—|$170,356|

| T ROWE PRICE ASSOCIATES, INC|Other Service Provider|$124,298|—|$124,298|

| SCHNEIDER DOWNS & CO, INC|Auditor|$41,369|—|$41,369|

| PNC BANK NATIONAL ASSOCIATION|Custodian / Trustee|$27,576|—|$27,576|

| BUCK GLOBAL, LLC|Other Service Provider|$18,779|—|$18,779|

### 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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $382,378

- **Estimated Expense Ratio:** 0.484% 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|$413,787|$124,298|$170,356|$36,770|—|

| 2023|$378,672|$106,860|$171,282|$37,600|—|

| 2022|$386,329|$100,391|—|—|$264,311|

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