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Form 5500 · Employee benefit plan · PITTSBURGH, PA

BD OF TRUSTEES BUTLER-ZANESVILLE WORKS HOURLY AND SALARIED UNION RETIR

The filing calls this plan BUTLER-ZANESVILLE WORKS HOURLY AND SALARIED UNION RETIREES HEALTH CARE FUND.

BD OF TRUSTEES BUTLER-ZANESVILLE WORKS HOURLY AND SALARIED UNION RETIR of PITTSBURGH, PA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is DELAWARE VALLEY HEALTH CARE. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.

Benefits broker of record
Policy year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 45-2029312 · plan 501 · plan year 2025, filed Sep 16, 2026

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How this plan is funded

Self-funded as reported

The filing reports benefits paid from the plan's own money, and no medical insurance contract on Schedule A.

A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.

All participants at the start of the year
1,614
Active at start of year
0
Active at end of year
0
Disclosed commissions
$0
Typical renewal
January 1

Benefits declared on this filing

Healthinsured — UNITEDHEALTHCARE INSURANCE COMPANY1,541 of 1,614 participants (95%)
Dentalinsured — DELTA DENTAL OF PENNSYLVANIA1,469 of 1,614 participants (91%)
Visionnot declared on this filing
Lifenot declared on this filing
Disabilitynot declared on this filing

Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.

Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.

Plan brief

Schedule A lists 2 insured contracts covering health and dental; the largest, with UNITEDHEALTHCARE INSURANCE COMPANY, covers 1,541 people.

Reported premium is $2,839,712; the filing discloses no broker commission on these contracts.

The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.

DELAWARE VALLEY HEALTH CARE is the broker of record on 1 of the 2 contracts; the rest name a different broker or none.

Two carriers split the book: UNITEDHEALTHCARE INSURANCE COMPANY and DELTA DENTAL OF PENNSYLVANIA.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
UNITEDHEALTHCARE INSURANCE COMPANYHealth1,541Jan 1, 2026$2,531,383$0
DELTA DENTAL OF PENNSYLVANIADental1,469Jan 1, 2026$308,329$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
CENTRAL DATA SERVICES INC.
EIN 25-1352803
CENTRAL DATA SERVICE INC.
Contract administrator · EIN 25-1352803
$76,055
paid directly by the plan
LOOMIS, SAYLES & COMPANY, L.P.
Named on Schedule C · EIN 20-8080381
$62,103
paid directly by the plan
ASB CAPITAL MANAGEMENT
Named on Schedule C · EIN 80-0618452
$50,880
paid directly by the plan
SEGAL MARCO ADVISORS
Named on Schedule C · EIN 13-2646110
$50,000
paid directly by the plan
MCELHANEY & ASSOCIATES, LLC
Accounting and audit · EIN 38-3806684
$28,000
paid directly by the plan
PNC INVESTMENT
Named on Schedule C · EIN 25-1211909
$24,062
paid directly by the plan
FUSCO GALLAGHER & PORCARO LLP
Named on Schedule C · EIN 20-0467468
$10,613
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

Money the plan held and paid out

Plan assets at year end
$82,672,937
Paid out in benefits
$5,731,452
Paid to insurance carriersSchedule H, line 2e(2)
$2,840,262
Independent accountantEIN 38-3806684
MCELHANEY & ASSOCIATES, LLC
Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$28,000

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

These are the plan's own figures from Schedule H, the financial statement it files. They are not the premium on Schedule A.

How this plan compares

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