# Veba Committee Retirees Of Ctna Health Care Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/veba-committee-retirees-of-ctna-health-care-trust-263625263-501

> Veba Committee Retirees Of Ctna Health Care Trust's Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 550…

Form 5500 filing data for plan year 2024.

## 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:** Health & Welfare

- **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](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — Investment Advisor

- [WITHUMSMITH & BROWN PC](https://planprovider.pro/provider/withumsmithbrown-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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/veba-committee-retirees-of-ctna-health-care-trust-263625263-501)

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