# Veba Committee,Steelworkers Rockwell Retiree Health Care Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/veba-committee-steelworkers-rockwell-retiree-health-care-trust-263661480-501

> Veba Committee,Steelworkers Rockwell Retiree Health Care Trust's Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks…

Form 5500 filing data for plan year 2024.

## 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:** Health & Welfare

- **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|

## Similar Plans

- [United States Steel Corporation And Affiliated Cos.](https://planprovider.pro/companies/united-states-steel-corporation-and-affiliated-cos-251897152-510) — 13,753 participants

- [Carpenter Technology Corporation](https://planprovider.pro/companies/carpenter-technology-corporation-401k-plan-020) — 3,773 participants

- [Carpenter Technology Corporation](https://planprovider.pro/companies/carpenter-technology-corporation-230458500-501) — 3,586 participants

- [United States Steel Corporation And Affiliated Cos.](https://planprovider.pro/companies/united-states-steel-corporation-and-affiliated-cos-401k-plan-003) — 2,644 participants

- [Universal Stainless And Alloy Products, INC.](https://planprovider.pro/companies/universal-stainless-and-alloy-products-inc-251724540-501) — 740 participants

- [Keystone Powdered Metal Company](https://planprovider.pro/companies/keystone-powered-metal-company-401k-plan) — 646 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/veba-committee-steelworkers-rockwell-retiree-health-care-trust-263661480-501)

© 2026 PlanProvider.Pro