Plan Snapshot
- Plan Sponsor: Veba Committee, Usw/Crucible Retirees Health And Welfare Trust
- Sponsor EIN: 461309460
- Sponsor Address: 60 BLVD OF THE ALLIES FL 5, PITTSBURGH, PA, 152221209
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 0
- Total Assets: $36.5M
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 | $36.5M | $0 | $132,283 |
| 2023 | 0 | $35.1M | $0 | $235,422 |
| 2022 | 0 | $32.7M | $0 | $231,806 |
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 | $95,877 | — | $95,877 |
| CENTRAL DATA SERVICES, INC. | Other Service Provider | $24,474 | — | $24,474 |
| MCELHANEY & ASSOCIATES, LLC | Other Service Provider | $13,750 | — | $13,750 |
| BUCK GLOBAL, LLC | Other Service Provider | $13,369 | — | $13,369 |
| PNC BANK | Other Service Provider | $10,846 | — | $10,846 |
| FUSCO GALLAGHER PORCARO MONRO LLP | Other Service Provider | $7,306 | — | $7,306 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $165,622
- Estimated Expense Ratio: 0.454% 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 | $203,219 | $106,723 | $24,474 | $13,750 | — |
| 2023 | $190,877 | $99,299 | $24,798 | $12,500 | — |
| 2022 | $211,074 | $10,159 | $24,993 | — | $156,050 |