2023 Form 5500 filing — Program Of Hospital And Medical Benefits For Eligible Pensioners And Surviving Spouses
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241007112844NAL0026027168004) for Program Of Hospital And Medical Benefits For Eligible Pensioners And Surviving Spouses, reported by Cleveland-Cliffs Inc. under EIN 34-1464672 and plan number 507. It reports 565 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007112844NAL0026027168004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cleveland-Cliffs Inc.
- EIN
- 34-1464672
- Plan number
- 507
- Location
- Cleveland, OH
- Participants
- 565
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $56,646,649
- Net assets (EOY)
- $56,646,649
- Participant contributions
- $1,595,517
- Total income / additions
- $7,032,533
- Benefits paid
- $3,760,531
- Administrative expenses
- $249,651
- Total expenses
- $4,010,182
- Net increase / (decrease)
- $3,022,351
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem Blue Cross Blue Shield | NONE | $83,948 | not reported in the loaded dataset |
| The Bank Of New York Mellon | TRUSTEE/INV MGMT | $54,712 | $0 |
| Extend Health Inc. | NONE | $37,552 | not reported in the loaded dataset |
| Businessolver.Com, Inc. | NONE | $30,002 | not reported in the loaded dataset |
| Medco Health Solutions | NONE | $27,685 | not reported in the loaded dataset |
| Meaden & Moore, Ltd. | AUDITOR | $15,750 | not reported in the loaded dataset |