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Original filing (PDF)20250401153616NAL0013694770001
BOARD OF TRUSTEES REPUBLIC RETIREE VEBA BENEFIT TRUST
Form 5500
FILING_RECEIVED
REPUBLIC RETIREE VEBA MEDICAL PLAN
Health & welfare plan
Signals · 1
6 service providers
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$86.9M
Net assets (EOY)
$86.6M
Plan health score (directional)
85
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
90
Knocking points off
- 52 bps in Schedule C fees — 223% above peer band of 16 bps.
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES REPUBLIC RETIREE VEBA BENEFIT TRUST.
Plan sponsor
Name
BOARD OF TRUSTEES REPUBLIC RETIREE VEBA BENEFIT TRUST
EIN
02-0642820
Address
60 BLVD OF THE ALLIES 5TH FL · PITTSBURGH, PA · 15222
Phone
(866) 381-0934
Industry
Other Services (ex. Public Admin)see all
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 (other than life insurance)
Audit & trust (Schedule H)
Auditor
MCELHANEY & ASSOCIATES, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE ASSOCIATES, INC. | 52-0556948 | — | NONE | $198K | — |
| CENTRAL DATA SERVICES | 25-1352803 | — | NONE | $144K | — |
| THE SEGAL COMPANY | 13-1835864 | — | NONE | $44K | — |
| MCELHANEY & ASSOCIATES, LLC | 38-3806684 | — | NONE | $27K | — |
| PNC INSTITUTIONAL INVESTMENTS | 22-1146430 | — | NONE | $25K | — |
| FUSCO GALLAGHER & PORCARO LLP | 20-0467468 | — | NONE | $11K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.