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: Health & Welfare
- Plan Number: 504
- Total Participants: 0
- Total Assets: $9.3M
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 | $9.3M | $2.0M | $0 |
| 2023 | 0 | $8.2M | $2.0M | $0 |
| 2022 | 0 | $6.9M | $2.0M | $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 |
|---|---|---|---|---|
| CENTRAL DATA SERVICES, INC. | Other Service Provider | $34,860 | — | $34,860 |
| BUCK GLOBAL, LLC | Other Service Provider | $15,814 | — | $15,814 |
| MCELHANEY & ASSOCIATES, LLC | Other Service Provider | $11,600 | — | $11,600 |
| HOWARD KLINE | Other Service Provider | $7,164 | — | $7,164 |
| JEANETTE STUMP | Other Service Provider | $7,164 | — | $7,164 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,602
- Estimated Expense Ratio: 0.820% 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 | $87,087 | $2,884 | $34,860 | $11,600 | — |
| 2023 | $93,827 | $2,429 | $35,660 | $10,500 | — |
| 2022 | $91,077 | $2,123 | $36,784 | — | $46,243 |