# Veba Committee,Retirees Of Anchor Acquisition,LLC Health Care Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/veba-committee-retirees-of-anchor-acquisition-llc-health-care-trust-276239920-501

> Veba Committee,Retirees Of Anchor Acquisition,LLC Health Care Trust's Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchm…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Veba Committee,Retirees Of Anchor Acquisition,LLC Health Care Trust

- **Sponsor EIN:** 276239920

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

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 0

- **Total Assets:** $1.7M

## 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|$1.7M|$75,000|$0|

| 2023|0|$1.7M|$100,000|$0|

| 2022|0|$1.7M|$100,000|$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|

| MCELHANEY & ASSOCIATES, LLC|Other Service Provider|$10,450|—|$10,450|

| CENTRAL DATA SERVICES, INC.|Other Service Provider|$6,000|—|$6,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $16,450

- **Estimated Expense Ratio:** 0.982% 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|$28,877|$4,767|$6,000|$10,450|—|

| 2023|$26,111|$4,620|$6,000|$9,500|—|

| 2022|$25,695|$4,834|$6,000|—|$9,550|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/veba-committee-retirees-of-anchor-acquisition-llc-health-care-trust-276239920-501)

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