# Veba Committee, Usw/Crucible Retirees Health And Welfare Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/veba-committee-usw-crucible-retirees-health-and-welfare-trust-461309460-505

> Veba Committee, Usw/Crucible Retirees Health And Welfare Trust's Health & Welfare plan: 38 participants, plan year 2024 financials, providers, and benchmarks…

Form 5500 filing data for plan year 2024.

## 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:** 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|

## Similar Plans

- [United Steel, Paper And Forestry, Rubber, Manufacturing, Energy, Allie](https://planprovider.pro/companies/united-steel-paper-and-forestry-rubber-manufacturing-energy-allie-250818080-511) — 6,304 participants

- [W PA Teamsters & Employers Pension](https://planprovider.pro/companies/w-pa-teamsters-employers-pension-plan) — 3,616 participants

- [Teamsters 261 And Employers](https://planprovider.pro/companies/teamsters-261-and-employers-251002501-501) — 2,288 participants

- [Laborers Union Local No. 1174 Annuity Fund](https://planprovider.pro/companies/laborers-union-local-no-1174-annuity-fund-256709152-002) — 719 participants

- [United Steel, Paper And Forestry, Rubber, Manufacturing, Energy, Allie](https://planprovider.pro/companies/united-steelworkers-plan-001) — 702 participants

- [Teamsters' Construction Industry](https://planprovider.pro/companies/teamsters-construction-industry-plan) — 603 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/veba-committee-usw-crucible-retirees-health-and-welfare-trust-461309460-505)

© 2026 PlanProvider.Pro