Plan Snapshot
- Plan Sponsor: Veba Committee Retirees Of Ctna Health Care Trust
- Sponsor EIN: 263625263
- Sponsor Address: 60 BOULEVARD OF THE ALLIES, PITTSBURGH, PA, 15222
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 0
- Total Assets: $139.1M
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 | $139.1M | $6.9M | $553,407 |
| 2023 | 0 | $123.4M | $6.9M | $602,054 |
| 2022 | 0 | $107.6M | $6.9M | $2.5M |
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 |
|---|---|---|---|---|
| WELLINGTON TRUST | Other Service Provider | $170,465 | — | $170,465 |
| CENTRAL DATA SERVICES, INC | Other Service Provider | $115,200 | — | $115,200 |
| GALLAGHER FIDUCIARY ADVISORS LLC | Investment Advisor | $61,599 | — | $61,599 |
| BUCK GLOBAL, LLC | Other Service Provider | $40,755 | — | $40,755 |
| HIGHMARK | Recordkeeper | $39,637 | — | $39,637 |
| THOMAS F. DUZAK | Other Service Provider | $30,706 | — | $30,706 |
| WITHUMSMITH & BROWN PC | Auditor | $30,588 | — | $30,588 |
| HOWARD KLINE | Other Service Provider | $25,706 | — | $25,706 |
| JAMES CARNEY | Other Service Provider | $25,706 | — | $25,706 |
| PAUL WHITEHEAD | Other Service Provider | $25,706 | — | $25,706 |
| WAYNE CHAMBERS | Other Service Provider | $25,706 | — | $25,706 |
| PNC BANK | Other Service Provider | $9,092 | — | $9,092 |
| FUSCO GALLAGHER & PORCARO LLP | ERISA Attorney | $5,261 | — | $5,261 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GALLAGHER FIDUCIARY ADVISORS LLC — Investment Advisor
- WITHUMSMITH & BROWN PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $606,127
- Estimated Expense Ratio: 0.436% 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 | $658,442 | $232,064 | $115,200 | $30,588 | — |
| 2023 | $639,261 | $232,357 | $115,200 | $26,903 | — |
| 2022 | $670,142 | $203,874 | $115,200 | — | $123,910 |