Original filing (PDF)20251009145705NAL0006764545001

VEBA COMMITTEE,STEELWORKERS ROCKWELL RETIREE HEALTH CARE TRUST

Name: VEBA COMMITTEE,STEELWORKERS ROCKWELL RETIREE HEALTH CARE TRUST — STEELWORKERS ROCKWELL RETIREE HEALTH CARE PLAN, Form 5500 (2024)
Creator: VEBA COMMITTEE,STEELWORKERS ROCKWELL RETIREE HEALTH CARE TRUST

Form 5500

FILING_RECEIVED

STEELWORKERS ROCKWELL RETIREE HEALTH CARE PLAN

Health & welfare plan

Signals · 3

72% in single holding26% employer stock9 service providers

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$26.6M

Net assets (EOY)

$26.3M

How this plan invests

This plan

4 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade C

Average plan with room to improve

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VEBA COMMITTEE,STEELWORKERS ROCKWELL RETIREE HEALTH CARE TRUST.

Plan sponsor

Name

VEBA COMMITTEE,STEELWORKERS ROCKWELL RETIREE HEALTH CARE TRUST

EIN

26-3661480

Address

60 BOULEVARD OF THE ALLIES · PITTSBURGH, PA · 15222

Phone

(412) 201-2242

Industry

Manufacturingsee all

Plan administrator

Name

VEBA COMMITTEE,STEELWORKERS ROCKWELL RETIREE HEALTH CARE TRUST

EIN

26-3661480

City

PITTSBURGH, PA

Phone

(412) 201-2242

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

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)

9 rows

Data / Research / Other vendors

Name	EIN	Location	Relation	Direct comp	Indirect comp
CENTRAL DATA SERVICES, INC.	25-1352803	—	NONE	$15K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
T. ROWE PRICE ASSOCIATES, INC.

Investments

4 direct securities· $26.6M(100% of reported assets)

Mutual Funds

$19.2M

1 holding

Common Stocks

$7.0M

1 holding

Cash / Money Market

$290K

1 holding

Other securities

$88K

1 holding

					% of plan
s (See attached page 15)	Mutual Funds	—	$21.5M	$19.2M	72.3%
(See attached page 13-14)	Common Stocks	—	$3.5M	$7.0M	26.2%
Cash Equivalents Federated Hermes Govt. Money Market N/A Variable	Cash / Money Market	—	$290K	$290K	1.1%
REGISTERED INVESTMENT COMPANIES Net payables and receivables-T Rowe Price Government Money Fund Class I ( 88,000.00) (	Other securities	—	—	$88K	0.3%