Original filing (PDF)20251015061647NAL0005497360004

COMMITTEE USW/YOKOHAMA TIRE

Name: COMMITTEE USW/YOKOHAMA TIRE — USW/YOKOHAMA TIRE RETIREES HEALTH CARE PLAN, Form 5500 (2024)
Creator: COMMITTEE USW/YOKOHAMA TIRE

Form 5500

FILING_RECEIVED

USW/YOKOHAMA TIRE RETIREES HEALTH CARE PLAN

Health & welfare plan

Signals · 3

36% employer stock~92 bps in Sched C fees6 service providers

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$18.5M

Net assets (EOY)

$18.5M

How this plan invests

This plan

64 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 COMMITTEE USW/YOKOHAMA TIRE.

Plan sponsor

Name

COMMITTEE USW/YOKOHAMA TIRE

DBA

RETIREES HEALTH AND WELFARE TRUST

EIN

45-6572676

Address

60 BOULEVARD OF THE ALLIES · FIFTH FLOOR · PITTSBURGH, PA · 15222

Phone

(844) 865-1136

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

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)

4D · Dental

4U · Dependent Care

Audit & trust (Schedule H)

Auditor

GROSSMAN YANAK & FORD LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

6 rows

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
U.S. BANK	—	CINCINNATI, OH	PLAN TRUSTEE	$8K	—

Data / Research / Other vendors

Name	EIN	Location	Relation	Direct comp	Indirect comp
CENTRAL DATA SERVICES, INC.	25-1352803	PITTSBURGH, PA	NONE	$55K	—

Investments

64 direct securities· $12.8M(69% of reported assets)

Other securities

$8.4M

14 holdings

Common Stock

$4.4M

50 holdings

					% of plan
T. Rowe Price Total Return Fund	Other securities	—	$2.8M	$2.3M	12.3%
T. Rowe Price QM US Bond Index Fund	Other securities	—	$2.2M	$2.1M	11.6%
T. Rowe Price Government Money Fund	Other securities	—	$1.4M	$1.4M	7.7%
T. Rowe Price Short Term Bond Fund	Other securities	—	$785K	$750K	4.1%
T. Rowe Price Spectrum International Fund	Other securities	—	$351K	$406K	2.2%
Apple Inc. Common Stock	Common Stock	—	$74K	$301K	1.6%
Amazon.com, Inc. Common Stock	Common Stock	—	$70K	$296K	1.6%
Nvidia Corporation Common Stock	Common Stock	—	$38K	$295K	1.6%
Microsoft Corporation Common Stock	Common Stock	—	$93K	$295K	1.6%
T. Rowe Price Mid-Cap Value Fund	Other securities	—	$233K	$278K	1.5%
First American Funds Institutional Prime Obligation Fund	Other securities	—	$243K	$243K	1.3%
T. Rowe Price Small Cap Stock Fund	Other securities	—	$189K	$220K	1.2%
T. Rowe Price Integrated US Small Cap Growth Fund	Other securities	—	$215K	$201K	1.1%
JPMorgan Chase & Co. Common Stock	Common Stock	—	$58K	$162K	0.9%
Mastercard Incorporated Common Stock	Common Stock	—	$54K	$158K	0.9%
T. Rowe Price Mid-Cap Growth Fund	Other securities	—	$99K	$132K	0.7%
Visa Inc. Common Stock	Common Stock	—	$48K	$126K	0.7%
T. Rowe Price Diversified Mid Cap Growth Fund	Other securities	—	$125K	$122K	0.7%
Intuitive Surgical, Inc. Common Stock	Common Stock	—	$46K	$117K	0.6%
T. Rowe Price International Value Equity Fund	Other securities	—	$120K	$116K	0.6%
Costco Wholesale Corporation Common Stock	Common Stock	—	$29K	$115K	0.6%
UnitedHealth Group Incorporated Common Stock	Common Stock	—	$56K	$114K	0.6%
T. Rowe Price International Stock Fund	Other securities	—	$120K	$113K	0.6%
Home Depot Inc. Common Stock	Common Stock	—	$44K	$107K	0.6%
Booking Holdings Inc. Common Stock	Common Stock	—	$22K	$104K	0.6%
Marriott International, Inc. Common Stock	Common Stock	—	$53K	$98K	0.5%
Linde PLC Common Stock	Common Stock	—	$50K	$94K	0.5%
Danaher Corporation Common Stock	Common Stock	—	$43K	$92K	0.5%
Styker Corporation Common Stock	Common Stock	—	$34K	$90K	0.5%
Accenture PLC Common Stock	Common Stock	—	$42K	$88K	0.5%
Waste Connections, Inc. Common Stock	Common Stock	—	$49K	$86K	0.5%
Eli Lilly & Company Common Stock	Common Stock	—	$66K	$77K	0.4%
Amphenol Corporation Common Stock	Common Stock	—	$32K	$77K	0.4%
Proctor & Gamble Company Common Stock	Common Stock	—	$39K	$75K	0.4%
PepsiCo, Inc. Common Stock	Common Stock	—	$47K	$73K	0.4%
Aon PLC Common Stock	Common Stock	—	$47K	$72K	0.4%
American Tower Corporation Common Stock	Common Stock	—	$53K	$69K	0.4%
Marsh & McLennan Companies, Common Stock Inc.	Common Stock	—	$42K	$69K	0.4%
Roper Technologies, Inc. Common Stock	Common Stock	—	$53K	$65K	0.4%
Elevance Health, Inc. Common Stock	Common Stock	—	$58K	$65K	0.3%
Analog Devices, Inc. Common Stock	Common Stock	—	$12K	$64K	0.3%
Wells Fargo & Company Common Stock	Common Stock	—	$36K	$63K	0.3%
NextEra Energy, Inc. Common Stock	Common Stock	—	$44K	$63K	0.3%
Johnson & Johnson Common Stock	Common Stock	—	$40K	$61K	0.3%
Salesforce, Inc. Common Stock	Common Stock	—	$35K	$59K	0.3%
Merck & Co., Inc. Common Stock	Common Stock	—	$34K	$58K	0.3%
Union Pacific Corporation Common Stock	Common Stock	—	$28K	$57K	0.3%
Texas Instruments Incorporated Common Stock	Common Stock	—	$40K	$56K	0.3%
Old Dominion Freight Line, Inc. Common Stock	Common Stock	—	$47K	$49K	0.3%
Walt Disney Company Common Stock	Common Stock	—	$30K	$48K	0.3%

1–50 of 64

1 / 2

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$8.2M American Funds (Capital Group)$243K JPMorgan$162K Wells Fargo / Allspring$63K

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Name	EIN	Location	Relation	Direct comp	Indirect comp
T. ROWE PRICE ASSOCIATES	52-0556948	BALTIMORE, MD	NONE	$42K	—
SEGAL CONSULTING	13-1835864	WASHINGTON, DC	NONE	$34K	—
SCHNEIDER DOWNS & CO, INC	25-1408703	PITTSBURGH, PA	NONE	$26K	—
FUSCO GALLAGHER PORCARO & MONROE	20-0467568	CLEVALAND, OH	NONE	$6K	—