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Original filing (PDF)20250610103010NAL0013027859001
BOARD OF TRUSTEES SPECIAL METALS CORPORATION RETIREE BENEFITS TRUST
Form 5500
FILING_RECEIVED
SPECIAL METALS RETIREE VEBA MEDICAL PLAN
Health & welfare plan
Signals · 2
No recordkeeper disclosed11 service providers
Active participants
309
Accounts w/ balance
—
Plan assets (EOY)
$142.0M
Net assets (EOY)
$141.9M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
80
Participation health
100
Knocking points off
- 33 bps in Schedule C fees — 233% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
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 SPECIAL METALS CORPORATION RETIREE BENEFITS TRUST.
Plan sponsor
Name
BOARD OF TRUSTEES SPECIAL METALS CORPORATION RETIREE BENEFITS TRUST
EIN
20-0508764
Address
60 BOULEVARD OF THE ALLIES · PITTSBURGH, PA · 152221553
Phone
(412) 201-2242
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Name
BOARD OF TRUSTEES SPECIAL METALS CORPORATION RETIREE BENEFITS TRUST
EIN
20-0508764
City
PITTSBURGH, PA
Phone
(412) 201-2242
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-12-01
Tax period
2024-11-30
Filed
2025-06-10
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
MCELHANEY & ASSOCIATES, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
11 rowsOther
11| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE ASSOCIATES, INC. | 52-0556948 | — | NONE | $243K | — |
| CENTRAL DATA SERVICES, INC. | 25-1352803 | — | NONE | $78K | — |
| SEGAL CONSULTING | 13-1835864 | — | NONE | $43K | — |
| MCELHANEY & ASSOCIATES, LLC | 38-3806684 | — | NONE | $23K | — |
| AMERISERV TRUST & FINANCIAL SERVICE | 25-0851535 | — | NONE | $20K | — |
| JEANETTE STUMP | 20-0508764 | — | NONE | $13K | — |
| HOWARD KLINE | 20-0508764 | — | NONE | $11K | — |
| JAMES CARNEY | 20-0508764 | — | NONE | $11K | — |
| ROBERT ADKINS | 20-0508764 | — | NONE | $11K | — |
| RANDALL MOORE | 20-0508764 | — | NONE | $11K | — |
| FUSCO GALLAGHER & PORCARO LLP | 20-0467468 | — | NONE | $7K | — |
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.