Original filing (PDF)20251015063154NAL0001938467004

Ormet Corporation Hourly Retiree Benefit Trust

Name: Ormet Corporation Hourly Retiree Benefit Trust — Form 5500 Plan 501 (2024)
Creator: Ormet Corporation Hourly Retiree Benefit Trust
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Ormet Corporation Hourly Retiree Group Benefit Plan

Health & welfare plan · Ormet Corporation Hourly Retiree Benefit Trust's Ormet Corporation Hourly Retiree Group Benefit Plan reported $44.9M in plan assets in 2024.

Signals · 2

~84 bps in Sched C fees9 service providers

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$44.9M

Net assets (EOY)

$44.9M

Plan identifiers

Ormet Corporation Hourly Retiree Benefit Trust's EIN is 83-0430487.

EIN 83-0430487

Plan number 501

Plan year 2024

ACK ID 20251015063154NAL0001938467004

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ormet Corporation Hourly Retiree Benefit Trust from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ormet Corporation Hourly Retiree Benefit 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 ORMET CORPORATION HOURLY RETIREE BENEFIT TRUST.

Finding similar companies…

How this plan invests

This plan

284 securities

funds · stocks · CUSIPs

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

Plan health score

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

100

Knocking points off

Total administrative cost in the bottom quartile of peers (7th percentile).

Helping the score

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

Plan sponsor

Name

ORMET CORPORATION HOURLY RETIREE BENEFIT TRUST

EIN

all filings

Address

60 BLVD. OF THE ALLIES, 5TH FLOOR · PITTSBURGH, PA · 15222

Phone

(866) 277-5087

Industry

Manufacturing

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)

Audit & trust (Schedule H)

Auditor

GROSSMAN YANAK & FORD LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

9 rows

Custodian

Name	EIN	Location	Relation	Direct comp	Indirect comp
PNC BANK	25-1211909	PITTSBURGH, PA	TRUSTEE/CUSTODIAN	$153K	—

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
JEANETTE STUMP	—	PITTSBURGH, PA

Investments

284 direct securities· $43.7M(97% of reported assets)

Other securities

$15.0M

19 holdings

Common Collective Trusts

$11.5M

4 holdings

U.S. Treasuries

$5.3M

22 holdings

Bonds / Notes

$4.8M

108 holdings

Mutual Funds

$4.1M

4 holdings

Common Stocks

$2.8M

125 holdings

Master Trust Interest

$131K

2 holdings

					% of plan
BlackRock iShares S&P 500 ETF	Common Collective Trusts	—	$4.3M	$8.2M	18.4%
iShares Intermediate Government / Credit BlackRock Bond ETF	Other securities	—	$5.3M	$4.9M	11.0%
PNC Bank, NA IAM Bank Sweep Collateralized	Other securities	—	$2.3M	$2.3M	5.2%
BlackRock iShares Russell Mid-Cap Growth ETF	Other securities	—	$326K	$1.7M	3.8%
BlackRock iShares MSCI EAFE ETF	Other securities	—	$1.5M	$1.6M	3.5%
Dodge & Cox Income Fund	Mutual Funds	—	$1.5M	$1.4M	3.1%
BlackRock iShares Russell 2000 ETF	Common Collective Trusts	—	$1.3M	$1.2M	2.8%
BlackRock iShares Russell Mid-Cap Value ETF	Other securities	—	$651K	$1.2M	2.6%
BlackRock iShares MSCI USA Quality Factor ETF	Other securities	—	$726K	$1.1M	2.4%
BlackRock iShares Russell 1000 Value ETF	Common Collective Trusts	—	$948K	$1.1M	2.4%
iShares 1-5 Year Investment Grade BlackRock Corporate Bond ETF	Other securities	—	$1.1M	$1.0M	2.3%
Vanguard Inflation-Protected Securities Fund	Mutual Funds	—	$1.2M	$1.0M	2.3%
BlackRock iShares Russell 2000 Growth ETF	Common Collective Trusts	—	$753K	$908K	2.0%
Vanguard FTSE Emerging Markets ETF	Mutual Funds	—	$773K	$897K	2.0%
U.S. Treasury Note (9128284V9) 2.875%, due 08/15/2028	U.S. Treasuries	—	$870K	$875K	1.9%
Dodge & Cox International Stock Fund	Mutual Funds	—	$712K	$815K	1.8%
BlackRock iShares MSCI EAFE Growth ETF	Other securities	—	$471K	$704K	1.6%
U.S. Treasury Note (912828X88) 2.375%, due 05/15/2027	U.S. Treasuries	—	$593K	$579K	1.3%
U.S. Treasury Note (91282CDY4) 1.875%, due 02/15/2032	U.S. Treasuries	—	$533K	$530K	1.2%
U.S. Treasury Note (91282CBL4) 1.125%, due 02/15/2031	U.S. Treasuries	—	$497K	$483K	1.1%
U.S. Treasury Note (912828YU8) 1.625%, due 11/30/2026	U.S. Treasuries	—	$433K	$443K	1.0%
U.S. Treasury Note (9128283W8) 2.75%, due 02/15/2028	U.S. Treasuries	—	$390K	$387K	0.9%
U.S. Treasury Note (912828ZQ6) 0.625%, due 05/15/2030	U.S. Treasuries	—	$332K	$328K	0.7%
U.S. Treasury Note (91282CKQ3) 4.375%, due 05/15/2034	U.S. Treasuries	—	$310K	$300K	0.7%
U.S. Treasury Note (9128286T2) 2.375%, due 05/15/2029	U.S. Treasuries	—	$298K	$300K	0.7%
U.S. Treasury Note (912828YB0) 1.625%, due 08/15/2029	U.S. Treasuries	—	$173K	$173K	0.4%
U.S. Treasury Note (912828Z78) 1.50%, due 01/31/2027	U.S. Treasuries	—	$141K	$142K	0.3%
Capital One Multi-Asset Execut Seires 2022 A3 Class A 4.95%, due 10/15/2027	Bonds / Notes	—	$135K	$135K	0.3%
U.S. Treasury Note (91282CAL5) 0.375%, due 09/30/2027	U.S. Treasuries	—	$130K	$130K	0.3%
U.S. Treasury Note (91282CHQ7) 4.125%, due 07/03/2028	U.S. Treasuries	—	$127K	$124K	0.3%
Federal National Mtg Association Pool BV7928 4.50%, due 08/01/2052	Bonds / Notes	—	$127K	$123K	0.3%
Nvidia Corp Common Stock	Common Stocks	—	$9K	$104K	0.2%
U.S. Treasury Note (9128284N7) 2.875%, due 05/15/2028	U.S. Treasuries	—	$100K	$100K	0.2%
Goldman Sachs Group Inc VAR%, due 10/21/2027	Common Stocks	—	$89K	$95K	0.2%
Amazon Com Inc Common Stock	Common Stocks	—	$34K	$94K	0.2%
U.S. Treasury Bond 5.25%, due 02/15/2029	U.S. Treasuries	—	$95K	$93K	0.2%
U.S. Treasury Note (912828Z94) 1.50%, due 02/15/2030	U.S. Treasuries	—	$91K	$91K	0.2%
Morgan Stanley (61744YAP3) VAR%, due 01/24/2029	Other securities	—	$102K	$87K	0.2%
Federal National Mtg Association Pool FM5798 2.00%, due 01/01/2036	Bonds / Notes	—	$99K	$85K	0.2%
Federal National Mtg Association Pool MA4785 5.00%, due 10/01/2052	Bonds / Notes	—	$82K	$84K	0.2%
Federal National Mtg Association Pool CB4847 5.50%, due 10/01/2052	Bonds / Notes	—	$81K	$80K	0.2%
Discover Card Execution Note T Series 2022 A3 Class A3 3.56%, due 07/15/2027	Bonds / Notes	—	$80K	$80K	0.2%
Federal National Mtg Association Pool MA3664 4.00%, due 05/01/2049	Bonds / Notes	—	$76K	$77K	0.2%
Microsoft Corp Common Stock	Common Stocks	—	$30K	$77K	0.2%
PNC Bank, NA IAM Bank Sweep Collateralized	Other securities	—	$77K	$77K	0.2%
Citigroup Inc. (172967JL6) 3.875%, due 03/26/2025	Bonds / Notes	—	$81K	$75K	0.2%
Verizon Master Trust Series 2022 4 Class A 3.83%, due 11/20/2028	Master Trust Interest	—	$75K	$75K	0.2%
Westpac BKG Corp (961214DF7) VAR%, due 11/23/2031	Common Stocks	—	$74K	$74K	0.2%
Federal National Mtg Association Pool FM5792 1.50%, due 12/01/2035	Bonds / Notes	—	$82K	$70K	0.2%
Bank of Nova Scotia VAR%, due 09/08/2028	Other securities	—	$70K	$69K	0.2%

1–50 of 284

1 / 6

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.

BlackRock / iShares$23.7M Dodge & Cox$2.2M Vanguard$1.9M JPMorgan$152K Morgan Stanley$117K Goldman Sachs$102K Wells Fargo / Allspring$95K State Street / SPDR$60K Franklin Templeton

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