How big is VEBA Committee, ATI-USW VEBA Trust's plan?

VEBA Committee, ATI-USW VEBA Trust's plan reported $79.0M in assets for 2024.

Original filing (PDF)20251015175329NAL0010609314002

VEBA Committee, ATI-USW VEBA Trust

Name: VEBA Committee, ATI-USW VEBA Trust — ATI-USW FLAT, Form 5500 (2024)
Creator: VEBA Committee, ATI-USW VEBA Trust
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

ATI-USW FLAT Rolled Products Retiree Health Care Plan

Health & welfare plan · VEBA Committee, ATI-USW VEBA Trust's ATI-USW FLAT Rolled Products Retiree Health Care Plan reported $79.0M in plan assets in 2024.

Signals · 1

25% employer stock

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$79.0M

Net assets (EOY)

$78.9M

Plan identifiers

VEBA Committee, ATI-USW VEBA Trust's EIN is 27-1404121.

EIN 27-1404121

Plan number 502

Plan year 2024

ACK ID 20251015175329NAL0010609314002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for VEBA Committee, ATI-USW VEBA Trust from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

VEBA Committee, ATI-USW VEBA 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 VEBA COMMITTEE, ATI-USW VEBA TRUST.

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How this plan invests

This plan

71 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 (12th percentile).

Helping the score

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

Plan sponsor

Name

VEBA COMMITTEE, ATI-USW VEBA TRUST

EIN

all filings

Address

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

Phone

(412) 201-2242

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

502

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Welfare benefit codes

4A · Health (other than dental or vision)

4U · Collectively bargained welfare benefit arrangement (Code section 419A(f)(5))

Audit & trust (Schedule H)

Auditor

GROSSMAN YANAK & FORD LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
PNC BANK NATIONAL ASSOCIATION	25-1197336	—	PLAN TRUSTEE	$28K	—

Data / Research / Other vendors

Name	EIN	Location	Relation	Direct comp	Indirect comp
CENTRAL DATA SERVICES, INC.	25-1352803	PITTSBUGH, PA	NONE	$170K	—

Investments

71 direct securities· $74.2M(94% of reported assets)

Other securities

$39.3M

14 holdings

Common Stocks

$18.9M

56 holdings

Common Collective Trusts

$16.0M

1 holding

					% of plan
T. Rowe Price QM US Bond Index Fund	Common Collective Trusts	—	$16.0M	$16.0M	20.2%
T. Rowe Price Total Return Fund	Other securities	—	$14.5M	$12.4M	15.7%
T. Rowe Price Government Money Fund	Other securities	—	$11.9M	$11.9M	15.1%
Federated Hermes Government Obligations Fund	Other securities	—	$4.6M	$4.6M	5.8%
T. Rowe Price Short-Term Bond Fund	Other securities	—	$2.1M	$2.1M	2.7%
T. Rowe Price Spectrum International Fund	Other securities	—	$1.3M	$1.4M	1.7%
Nvidia Corporation Common Stock	Common Stocks	—	$280K	$1.3M	1.6%
Apple Inc. Common Stock	Common Stocks	—	$478K	$1.3M	1.6%
Alphabet Inc. Common Stock	Common Stocks	—	$555K	$1.2M	1.6%
Amazon.com, Inc. Common Stock	Common Stocks	—	$628K	$1.2M	1.5%
Microsoft Corporation Common Stock	Common Stocks	—	$576K	$1.2M	1.5%
T. Rowe Price Mid-Cap Value Fund	Other securities	—	$1.1M	$1.1M	1.4%
T. Rowe Price Ultra Short-Term Bond Fund	Other securities	—	$1.0M	$1.0M	1.3%
T. Rowe Price Integrated US Small Cap Growth Fund	Other securities	—	$1.1M	$1.0M	1.3%
T. Rowe Price Small Cap Stock Fund	Other securities	—	$725K	$802K	1.0%
T. Rowe Price International Stock Fund	Other securities	—	$800K	$754K	1.0%
T. Rowe Price International Value Equity Fund	Other securities	—	$800K	$749K	0.9%
Mastercard Incorporated Common Stock	Common Stocks	—	$389K	$737K	0.9%
T. Rowe Price Mid-Cap Growth Fund	Other securities	—	$643K	$695K	0.9%
JPMorgan Chase & Co. Common Stock	Common Stocks	—	$254K	$545K	0.7%
Costco Wholesale Corporation Common Stock	Common Stocks	—	$162K	$504K	0.6%
T. Rowe Price Div M/C Growth I	Other securities	—	$500K	$497K	0.6%
Booking Holdings Inc. Common Stock	Common Stocks	—	$183K	$497K	0.6%
UnitedHealth Group Incorporated Common Stock	Common Stocks	—	$310K	$468K	0.6%
Visa Inc. Common Stock	Common Stocks	—	$247K	$458K	0.6%
Intuitive Surgical, Inc. Common Stock	Common Stocks	—	$131K	$391K	0.5%
Home Depot Inc. Common Stock	Common Stocks	—	$228K	$389K	0.5%
Marriott International, Inc. Common Stock	Common Stocks	—	$174K	$377K	0.5%
Eli Lilly & Company Common Stock	Common Stocks	—	$349K	$347K	0.4%
Salesforce, Inc. Common Stock	Common Stocks	—	$198K	$334K	0.4%
Stryker Corporation Common Stock	Common Stocks	—	$180K	$333K	0.4%
Linde PLC Common Stock	Common Stocks	—	$142K	$324K	0.4%
Danaher Corporation Common Stock	Common Stocks	—	$156K	$321K	0.4%
Analog Devices, Inc. Common Stock	Common Stocks	—	$155K	$287K	0.4%
Accenture PLC Common Stock	Common Stocks	—	$171K	$281K	0.4%
Amphenol Corporation Common Stock	Common Stocks	—	$103K	$278K	0.4%
Procter & Gamble Company Common Stock	Common Stocks	—	$198K	$268K	0.3%
Waste Connections, Inc. Common Stock	Common Stocks	—	$134K	$266K	0.3%
Roper Technologies, Inc. Common Stock	Common Stocks	—	$219K	$260K	0.3%
Marsh & McLennan Companies, Inc. Common Stock	Common Stocks	—	$161K	$255K	0.3%
Aon PLC Common Stock	Common Stocks	—	$115K	$242K	0.3%
Elevance Health, Inc. Common Stock	Common Stocks	—	$181K	$240K	0.3%
T. Rowe Price Multi-Strategy Total Return Fund	Other securities	—	$251K	$238K	0.3%
Wells Fargo & Company Common Stock	Common Stocks	—	$155K	$237K	0.3%
PepsiCo, Inc. Common Stock	Common Stocks	—	$197K	$236K	0.3%
American Tower Corporation Common Stock	Common Stocks	—	$246K	$229K	0.3%
NextEra Energy, Inc. Common Stock	Common Stocks	—	$159K	$222K	0.3%
Texas Instruments Incorporated Common Stock	Common Stocks	—	$140K	$216K	0.3%
Johnson & Johnson Common Stock	Common Stocks	—	$209K	$202K	0.3%
Merck & Co., Inc. Common Stock	Common Stocks	—	$153K	$199K	0.3%

1–50 of 71

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Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

T. Rowe Price$50.7M JPMorgan$545K Wells Fargo / Allspring$237K

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