Plan Snapshot
- Plan Sponsor: Veba Committee,Steelworkers Rockwell Retiree Health Care Trust
- Sponsor EIN: 263661480
- Sponsor Address: 60 BOULEVARD OF THE ALLIES, PITTSBURGH, PA, 15222
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 0
- Total Assets: $26.6M
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 | $26.6M | $0 | $0 |
| 2023 | 0 | $25.8M | $0 | $0 |
| 2022 | 0 | $24.7M | $0 | $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 |
|---|---|---|---|---|
| T. ROWE PRICE ASSOCIATES, INC. | Other Service Provider | $57,622 | — | $57,622 |
| BUCK GLOBAL, LLC | Other Service Provider | $24,000 | — | $24,000 |
| CENTRAL DATA SERVICES, INC. | Other Service Provider | $14,502 | — | $14,502 |
| MCELHANEY & ASSOCIATES LLC | Other Service Provider | $13,800 | — | $13,800 |
| PNC BANK | Other Service Provider | $7,916 | — | $7,916 |
| JEANETTE STUMP | Other Service Provider | $7,564 | — | $7,564 |
| S. HOWARD KLINE | Other Service Provider | $7,564 | — | $7,564 |
| THOMAS CLANCY | Other Service Provider | $7,564 | — | $7,564 |
| FUSCO GALLAGHER PORCARO MONRO LLP | Other Service Provider | $5,760 | — | $5,760 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $146,292
- Estimated Expense Ratio: 0.551% 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 | $163,941 | $65,538 | $14,502 | $13,800 | — |
| 2023 | $156,484 | $62,428 | $15,962 | $12,000 | — |
| 2022 | $159,529 | $62,782 | $17,188 | — | $61,099 |