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: 505
- Total Participants: 38
- Total Assets: $6.2M
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 | 38 | $6.2M | $747,077 | $0 |
| 2023 | 45 | $5.4M | $500,000 | $0 |
| 2022 | 45 | $4.8M | $3.0M | $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 | $12,000 | — | $12,000 |
| MCELHANEY & ASSOCIATES LLC | Other Service Provider | $10,800 | — | $10,800 |
| S. HOWARD KLINE | Other Service Provider | $6,383 | — | $6,383 |
| JEANETTE STUMP | Other Service Provider | $6,380 | — | $6,380 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,563
- Estimated Expense Ratio: 0.572% 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 | $43,955 | $1,673 | $12,000 | $10,800 | — |
| 2023 | $44,677 | $1,467 | $12,000 | $9,000 | — |
| 2022 | $36,986 | $1,044 | $9,000 | — | $24,583 |