2023 Form 5500 filing — Metallus Inc. Bargaining Unit Welfare Benefit Plan For Retirees
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 20241014130450NAL0044580432001) for Metallus Inc. Bargaining Unit Welfare Benefit Plan For Retirees, reported by Metallus Inc. under EIN 46-4024951 and plan number 504. It reports 2,029 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014130450NAL0044580432001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Metallus Inc.
- EIN
- 46-4024951
- Plan number
- 504
- Location
- Canton, OH
- Participants
- 2,029
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,353,448
- Total liabilities (EOY)
- $501,864
- Net assets (EOY)
- $54,851,584
- Employer contributions
- $0
- Participant contributions
- $2,523,976
- Total income / additions
- $7,932,562
- Benefits paid
- $11,766,128
- Administrative expenses
- $358,212
- Total expenses
- $12,124,340
- Net increase / (decrease)
- -$4,191,778
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alight Solutions | CONTRACT ADMNSTRTR | $245,684 | not reported in the loaded dataset |
| Income Research And Management | INVESTMENT MANAGER | $57,670 | not reported in the loaded dataset |
| Us Bank National Association | TRUSTEE | $31,659 | not reported in the loaded dataset |
| Nepc | CONTRACT ADMNSTRTR | $18,312 | not reported in the loaded dataset |