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Original filing (PDF)20250404143446NAL0022956290001
VEBA COMMITTEE
Form 5500
FILING_RECEIVED
PENNSYLVANIA STATE EDUCATION ASSOCIATION POST MEDICARE ELIGIBILITY RETIREE BENEFITS PLAN
Health & welfare plan
Signals · 1
No recordkeeper disclosed
Active participants
213
Accounts w/ balance
—
Plan assets (EOY)
$36.1M
Net assets (EOY)
$36.1M
Plan health score (directional)
93
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- 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 VEBA COMMITTEE.
Plan sponsor
Name
VEBA COMMITTEE
EIN
25-6862258
Address
400 N. THIRD STREET · HARRISBURG, PA · 17101
Phone
(717) 255-7000
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-04
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
MCKONLY & ASBURY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON HEWITT INVESTMENT CONSULTING, I | 36-3109431 | — | NONE | $33K | — |
| PNC BANK | 24-1146430 | — | NONE | $23K | — |
| MCKONLY & ASBURY, LLP | 23-1909723 | — | NONE | $17K | — |
| CONRAD SEIGEL | 23-1669823 | — | NONE | $10K | — |
| GUNN MOWERY, LLC | 81-0587373 | — | NONE | $9K | — |
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.
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