2023 Form 5500 filing — Gerdau Macsteel Savings Plan For Bargaining Employees

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 20241113153705NAL0010680803001) for Gerdau Macsteel Savings Plan For Bargaining Employees, reported by Gerdau Macsteel, Inc. under EIN 38-1872178 and plan number 015. It reports 1,074 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241113153705NAL0010680803001
Filing year
2023
Form type
2
Plan sponsor
Gerdau Macsteel, Inc.
EIN
38-1872178
Plan number
015
Location
Jackson, MI
Participants
1,074
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$60,036,004
Total liabilities (EOY)
$0
Net assets (EOY)
$60,036,004
Employer contributions
$1,368,546
Participant contributions
$3,634,449
Total income / additions
$15,462,613
Benefits paid
$5,194,889
Administrative expenses
$58,765
Total expenses
$5,272,579
Net increase / (decrease)
$10,190,034
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Grant ThorntonINVESTMENT ADVISOR$33,598not reported in the loaded dataset
Financial EnginesADVISOR$18,639not reported in the loaded dataset
Merrill LynchINVESTMENT ADVISOR$7,125not reported in the loaded dataset

Related Form 5500 pages