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ATI-USW SAC 34TH AVE. RETIREE HEALTH CARE PLAN 401k Plan overview

Plan NameATI-USW SAC 34TH AVE. RETIREE HEALTH CARE PLAN
Plan identification number 503

ATI-USW SAC 34TH AVE. RETIREE HEALTH CARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

VEBA COMMITTEE, ATI-USW VEBA TRUST has sponsored the creation of one or more 401k plans.

Company Name:VEBA COMMITTEE, ATI-USW VEBA TRUST
Employer identification number (EIN):271404121
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ATI-USW SAC 34TH AVE. RETIREE HEALTH CARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032022-01-01
5032021-01-01
5032020-01-01
5032019-01-01
5032018-01-01
5032017-01-01JEANETTE STUMP JEANETTE STUMP2018-10-15
5032016-06-01JEANETTE STUMP JEANETTE STUMP2017-10-16

Plan Statistics for ATI-USW SAC 34TH AVE. RETIREE HEALTH CARE PLAN

401k plan membership statisitcs for ATI-USW SAC 34TH AVE. RETIREE HEALTH CARE PLAN

Measure Date Value
2022: ATI-USW SAC 34TH AVE. RETIREE HEALTH CARE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01191
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-01194
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01194
2021: ATI-USW SAC 34TH AVE. RETIREE HEALTH CARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01185
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-01191
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01191
2020: ATI-USW SAC 34TH AVE. RETIREE HEALTH CARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01166
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-01185
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01185
2019: ATI-USW SAC 34TH AVE. RETIREE HEALTH CARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01125
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-01166
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01166
2018: ATI-USW SAC 34TH AVE. RETIREE HEALTH CARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0189
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-01125
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01125
2017: ATI-USW SAC 34TH AVE. RETIREE HEALTH CARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0189
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-0189
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0189
2016: ATI-USW SAC 34TH AVE. RETIREE HEALTH CARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-06-0194
Total number of active participants reported on line 7a of the Form 55002016-06-010
Number of retired or separated participants receiving benefits2016-06-0189
Number of other retired or separated participants entitled to future benefits2016-06-010
Total of all active and inactive participants2016-06-0189

Financial Data on ATI-USW SAC 34TH AVE. RETIREE HEALTH CARE PLAN

Measure Date Value
2022 : ATI-USW SAC 34TH AVE. RETIREE HEALTH CARE PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$10,891
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$155,530
Total income from all sources (including contributions)2022-12-31$1,234,903
Total of all expenses incurred2022-12-31$1,381,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,329,787
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,218,645
Value of total assets at end of year2022-12-31$1,034,194
Value of total assets at beginning of year2022-12-31$1,325,594
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$51,877
Total interest from all sources2022-12-31$16,258
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$51,316
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$308,723
Assets. Other investments not covered elsewhere at end of year2022-12-31$158
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$179
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$10,891
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$155,530
Administrative expenses (other) incurred2022-12-31$561
Total non interest bearing cash at end of year2022-12-31$138,090
Total non interest bearing cash at beginning of year2022-12-31$255,648
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-146,761
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,023,303
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,170,064
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$885,177
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,065,397
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,065,397
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$16,258
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$1,329,787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$909,922
Employer contributions (assets) at end of year2022-12-31$10,769
Employer contributions (assets) at beginning of year2022-12-31$4,370
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2022-12-31251408703
2021 : ATI-USW SAC 34TH AVE. RETIREE HEALTH CARE PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$155,530
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$106,216
Total income from all sources (including contributions)2021-12-31$1,273,793
Total of all expenses incurred2021-12-31$1,205,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,146,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,273,530
Value of total assets at end of year2021-12-31$1,325,594
Value of total assets at beginning of year2021-12-31$1,208,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$59,223
Total interest from all sources2021-12-31$263
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$58,850
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$325,489
Assets. Other investments not covered elsewhere at end of year2021-12-31$179
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$201
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$65,824
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$155,530
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$106,216
Administrative expenses (other) incurred2021-12-31$373
Total non interest bearing cash at end of year2021-12-31$255,648
Total non interest bearing cash at beginning of year2021-12-31$62,791
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$68,252
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,170,064
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,101,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,065,397
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,041,442
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,041,442
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$263
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,146,318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$948,041
Employer contributions (assets) at end of year2021-12-31$4,370
Employer contributions (assets) at beginning of year2021-12-31$37,770
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2021-12-31251408703
2020 : ATI-USW SAC 34TH AVE. RETIREE HEALTH CARE PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$106,216
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$58,235
Total income from all sources (including contributions)2020-12-31$1,326,116
Total of all expenses incurred2020-12-31$1,139,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,085,694
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,322,715
Value of total assets at end of year2020-12-31$1,208,028
Value of total assets at beginning of year2020-12-31$973,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$53,929
Total interest from all sources2020-12-31$3,401
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$53,730
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$295,289
Assets. Other investments not covered elsewhere at end of year2020-12-31$201
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$388
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$65,824
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$106,216
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$58,235
Administrative expenses (other) incurred2020-12-31$199
Total non interest bearing cash at end of year2020-12-31$62,791
Total non interest bearing cash at beginning of year2020-12-31$38,717
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$186,493
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,101,812
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$915,319
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,041,442
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$736,839
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$736,839
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$3,401
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$1,085,694
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,027,426
Employer contributions (assets) at end of year2020-12-31$37,770
Employer contributions (assets) at beginning of year2020-12-31$197,610
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2020-12-31251408703
2019 : ATI-USW SAC 34TH AVE. RETIREE HEALTH CARE PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$58,235
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$58,235
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$25,121
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$25,121
Total income from all sources (including contributions)2019-12-31$1,490,288
Total income from all sources (including contributions)2019-12-31$1,490,288
Total of all expenses incurred2019-12-31$1,133,801
Total of all expenses incurred2019-12-31$1,133,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,087,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,087,911
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,476,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,476,215
Value of total assets at end of year2019-12-31$973,554
Value of total assets at end of year2019-12-31$973,554
Value of total assets at beginning of year2019-12-31$583,953
Value of total assets at beginning of year2019-12-31$583,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$45,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$45,890
Total interest from all sources2019-12-31$14,073
Total interest from all sources2019-12-31$14,073
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$42,800
Administrative expenses professional fees incurred2019-12-31$42,800
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$260,774
Contributions received from participants2019-12-31$260,774
Assets. Other investments not covered elsewhere at end of year2019-12-31$388
Assets. Other investments not covered elsewhere at end of year2019-12-31$388
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$3,074
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$3,074
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$58,235
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$58,235
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$25,121
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$25,121
Administrative expenses (other) incurred2019-12-31$3,090
Administrative expenses (other) incurred2019-12-31$3,090
Total non interest bearing cash at end of year2019-12-31$38,717
Total non interest bearing cash at end of year2019-12-31$38,717
Total non interest bearing cash at beginning of year2019-12-31$8,454
Total non interest bearing cash at beginning of year2019-12-31$8,454
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$356,487
Value of net income/loss2019-12-31$356,487
Value of net assets at end of year (total assets less liabilities)2019-12-31$915,319
Value of net assets at end of year (total assets less liabilities)2019-12-31$915,319
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$558,832
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$558,832
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$736,839
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$736,839
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$468,196
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$468,196
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$468,196
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$468,196
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$14,073
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$14,073
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,087,911
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,087,911
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,215,441
Contributions received in cash from employer2019-12-31$1,215,441
Employer contributions (assets) at end of year2019-12-31$197,610
Employer contributions (assets) at end of year2019-12-31$197,610
Employer contributions (assets) at beginning of year2019-12-31$104,229
Employer contributions (assets) at beginning of year2019-12-31$104,229
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SCHNEIDER DOWNS & COMPANY, INC.
Accountancy firm name2019-12-31SCHNEIDER DOWNS & COMPANY, INC.
Accountancy firm EIN2019-12-31251408703
Accountancy firm EIN2019-12-31251408703
2018 : ATI-USW SAC 34TH AVE. RETIREE HEALTH CARE PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$25,121
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$15,016
Total income from all sources (including contributions)2018-12-31$1,530,397
Total of all expenses incurred2018-12-31$1,197,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,144,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,524,530
Value of total assets at end of year2018-12-31$583,953
Value of total assets at beginning of year2018-12-31$241,328
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$52,988
Total interest from all sources2018-12-31$5,867
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$49,049
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$279,483
Assets. Other investments not covered elsewhere at end of year2018-12-31$3,074
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$2,686
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$1,142
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$1,149
Administrative expenses (other) incurred2018-12-31$3,939
Total non interest bearing cash at end of year2018-12-31$8,454
Total non interest bearing cash at beginning of year2018-12-31$36,216
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$332,520
Value of net assets at end of year (total assets less liabilities)2018-12-31$558,832
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$226,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$468,196
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$85,472
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$85,472
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$5,867
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$1,144,889
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,245,047
Employer contributions (assets) at end of year2018-12-31$104,229
Employer contributions (assets) at beginning of year2018-12-31$116,954
Liabilities. Value of benefit claims payable at end of year2018-12-31$23,979
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$13,867
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2018-12-31251408703
2017 : ATI-USW SAC 34TH AVE. RETIREE HEALTH CARE PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$15,016
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$86,109
Total income from all sources (including contributions)2017-12-31$1,443,572
Total of all expenses incurred2017-12-31$1,281,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,215,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,442,499
Value of total assets at end of year2017-12-31$241,328
Value of total assets at beginning of year2017-12-31$150,636
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$66,081
Total interest from all sources2017-12-31$1,073
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$61,410
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$273,090
Assets. Other investments not covered elsewhere at end of year2017-12-31$2,686
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$1,149
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$82,067
Administrative expenses (other) incurred2017-12-31$4,671
Total non interest bearing cash at end of year2017-12-31$36,216
Total non interest bearing cash at beginning of year2017-12-31$13,070
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$161,785
Value of net assets at end of year (total assets less liabilities)2017-12-31$226,312
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$64,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$85,472
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$10,696
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$10,696
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,073
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$1,215,706
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,169,409
Employer contributions (assets) at end of year2017-12-31$116,954
Employer contributions (assets) at beginning of year2017-12-31$126,870
Liabilities. Value of benefit claims payable at end of year2017-12-31$13,867
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$4,042
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2017-12-31251408703
2016 : ATI-USW SAC 34TH AVE. RETIREE HEALTH CARE PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$86,109
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$900,177
Total of all expenses incurred2016-12-31$835,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$807,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$900,117
Value of total assets at end of year2016-12-31$150,636
Value of total assets at beginning of year2016-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$28,307
Total interest from all sources2016-12-31$60
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$26,332
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$146,255
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$150,116
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$82,067
Administrative expenses (other) incurred2016-12-31$1,975
Total non interest bearing cash at end of year2016-12-31$13,070
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$64,527
Value of net assets at end of year (total assets less liabilities)2016-12-31$64,527
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$10,696
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$60
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$657,227
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$753,862
Employer contributions (assets) at end of year2016-12-31$126,870
Employer contributions (assets) at beginning of year2016-12-31$0
Liabilities. Value of benefit claims payable at end of year2016-12-31$4,042
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2016-12-31251408703

Form 5500 Responses for ATI-USW SAC 34TH AVE. RETIREE HEALTH CARE PLAN

2022: ATI-USW SAC 34TH AVE. RETIREE HEALTH CARE PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ATI-USW SAC 34TH AVE. RETIREE HEALTH CARE PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ATI-USW SAC 34TH AVE. RETIREE HEALTH CARE PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ATI-USW SAC 34TH AVE. RETIREE HEALTH CARE PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ATI-USW SAC 34TH AVE. RETIREE HEALTH CARE PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ATI-USW SAC 34TH AVE. RETIREE HEALTH CARE PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ATI-USW SAC 34TH AVE. RETIREE HEALTH CARE PLAN 2016 form 5500 responses
2016-06-01Type of plan entitySingle employer plan
2016-06-01First time form 5500 has been submittedYes
2016-06-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-06-01Plan funding arrangement – TrustYes
2016-06-01Plan benefit arrangement – InsuranceYes
2016-06-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number228303
Policy instance 1
Insurance contract or identification number228303
Number of Individuals Covered194
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $518,198
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number228303
Policy instance 1
Insurance contract or identification number228303
Number of Individuals Covered191
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $275,876
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number228303
Policy instance 1
Insurance contract or identification number228303
Number of Individuals Covered185
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $317,388
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number228303
Policy instance 1
Insurance contract or identification number228303
Number of Individuals Covered112
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $349,892
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number228303
Policy instance 1
Insurance contract or identification number228303
Number of Individuals Covered89
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $273,771
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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