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Original filing (PDF)20250925121241NAL0003524243003
BUDD E&A VEBA RETIREE COMMITTEE
Form 5500
FILING_RECEIVED
BUDD E&A VEBA PLAN
Health & welfare plan
Signals · 2
51% in single holding8 service providers
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$76.2M
Net assets (EOY)
$76.1M
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 (directional)
85
/ 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
65
Vendor stack
100
Participation health
90
Knocking points off
- Top holding "Vanguard Total World Stock Index M utual fund N/A N/A" is 51% of plan.
- 47 bps in Schedule C fees — 191% above peer band of 16 bps.
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BUDD E&A VEBA RETIREE COMMITTEE.
Plan sponsor
Name
BUDD E&A VEBA RETIREE COMMITTEE
EIN
81-2446302
Address
60 BOULEVARD OF THE ALLIES · 5TH FLOOR · PITTSBURGH, PA · 15222
Phone
(412) 201-2242
Industry
Manufacturingsee 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
2025-09-25
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4E · Vision
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CDS ADMINISTRATORS | 25-1352803 | PITTSBURGH, PA | NONE | $78K | — |
| SEGAL MARCO ADVISORS | — | CLEVELAND, OH | NONE | $65K | — |
| THE SEGAL COMPANY | 13-1835864 | WASHINGTON, DC | NONE | $63K | — |
| WESTERN ASSET MANAGEMENT | — | NEW YORK NEW YORK, NY | — | $46K | — |
| JENNER & BLOCK LLP | — | CHICAGO, IL | NONE | $33K | — |
| BAIRD INTERMEDIATE BOND | — | MILWAUKEE, WI | — | $26K | — |
| UNICARE LIFE & HEALTH INSURANCE | 52-0913817 | — | NONE | $24K | — |
| CALIBRE CPA GROUP PLLC | 47-0900880 | BETHESDA, MD | NONE | $21K | — |
Investments
4 direct securities· $75.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total World Stock Index M utual fund N/A | — | — | $17.5M | $38.4M | 50.4% | |
| Limited Partnerships - Hedge Fund Western Asset US Intermediate Plus LP N/A | — | — | $16.1M | $18.8M | 24.6% | |
| M utual Funds Baird Intermediate Bond Fund M utual fund N/A | — | — | $19.9M | $18.1M | 23.7% | |
| Short-Term Investments PNC Govt M oney M arket Fund M oney market N/A | — | — | $696K | $696K | 0.9% |