Original filing (PDF)20250401153616NAL0013694770001

Board of Trustees Republic Retiree VEBA Benefit Trust

Name: Board of Trustees Republic Retiree VEBA Benefit Trust — Form 5500 Plan 501 (2023)
Creator: Board of Trustees Republic Retiree VEBA Benefit Trust
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Republic Retiree VEBA Medical Plan

Health & welfare plan · Board of Trustees Republic Retiree VEBA Benefit Trust's Republic Retiree VEBA Medical Plan reported $86.9M in plan assets in 2023.

Signals · 3

56% in single holding43% employer stock6 service providers

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$86.9M

Net assets (EOY)

$86.6M

Plan identifiers

Board of Trustees Republic Retiree VEBA Benefit Trust's EIN is 02-0642820.

EIN 02-0642820

Plan number 501

Plan year 2023

ACK ID 20250401153616NAL0013694770001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Board of Trustees Republic Retiree VEBA Benefit Trust from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Board of Trustees Republic Retiree VEBA Benefit Trust's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOARD OF TRUSTEES REPUBLIC RETIREE VEBA BENEFIT TRUST.

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How this plan invests

This plan

3 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 80% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

Plan health

n/a

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (13th percentile).

Helping the score

Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

BOARD OF TRUSTEES REPUBLIC RETIREE VEBA BENEFIT TRUST

EIN

all filings

Address

60 BLVD OF THE ALLIES 5TH FL · PITTSBURGH, PA · 15222

Phone

(866) 381-0934

Industry

Other Services (ex. Public Admin)

Plan administrator

Name

BOARD OF TRUSTEES REPUBLIC RETIREE VEBA BENEFIT TRUST

EIN

02-0642820

City

PITTSBURGH, PA

Phone

(866) 381-0934

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-01

Welfare benefit codes

4A · Health (other than dental or vision)

4L · Death benefits (include travel accident but not life insurance)

Audit & trust (Schedule H)

Auditor

MCELHANEY & ASSOCIATES, LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

6 rows

Data / Research / Other vendors

Name	EIN	Location	Relation	Direct comp	Indirect comp
CENTRAL DATA SERVICES	25-1352803	—	NONE	$144K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
T. ROWE PRICE ASSOCIATES, INC.	52-0556948	—	NONE	$198K

Investments

3 direct securities· $86.2M(99% of reported assets)

Mutual Funds

$48.6M

1 holding

Common Stocks

$37.1M

1 holding

Cash / Money Market

$522K

1 holding

					% of plan
s (see attached page 15)	Mutual Funds	—	$54.8M	$48.6M	55.9%
s (see attached pages 13-15)	Common Stocks	—	$21.3M	$37.1M	42.7%
Cash Equivalents Federated Hermes Govt Money Market N/A Variable	Cash / Money Market	—	$522K	$522K	0.6%