2023 Form 5500 filing — United Taconite LLC 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 20241007112845NAL0031593330005) for United Taconite LLC Program Of Hospital And Medical Benefits For Eligible Pensioners And Surviving Spouses, reported by United Taconite LLC under EIN 42-1609118 and plan number 503. It reports 274 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007112845NAL0031593330005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Taconite LLC
- EIN
- 42-1609118
- Plan number
- 503
- Location
- Cleveland, OH
- Participants
- 274
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,717,038
- Net assets (EOY)
- $22,717,038
- Participant contributions
- $1,192,390
- Total income / additions
- $3,066,473
- Benefits paid
- $2,186,427
- Administrative expenses
- $284,013
- Total expenses
- $2,470,440
- Net increase / (decrease)
- $596,033
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Medco Health Solutions | NONE | $105,070 | not reported in the loaded dataset |
| Sei Private Trust Company | TRUSTEE/INV MGMT | $64,714 | not reported in the loaded dataset |
| Anthem Blue Cross Blue Shield | NONE | $53,860 | not reported in the loaded dataset |
| The Bank Of New York Mellon | TRUSTEE/INV MGMT | $42,340 | $0 |
| Meaden & Moore Ltd. | AUDITOR | $10,700 | not reported in the loaded dataset |
| Assured Partners Capital, Inc. | NONE | $5,892 | not reported in the loaded dataset |