Bluescope Employee Savings Trust (Best) — Form 5500 plan (Bluescope Steel North America Corp)
Plain-English plan 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, Bluescope Employee Savings Trust (Best) is a benefit plan reported by Bluescope Steel North America Corp under EIN 23-2081882 and plan number 041. The latest loaded filing year is 2023. The filing reports 5,098 participants and $607,898,080 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bluescope Steel North America Corp
- EIN
- 23-2081882
- Plan number
- 041
- Plan type
- 3
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 5,098
- End-of-year plan assets
- $607,898,080
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,098 | H, C | 20241015165009NAL0015111523001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $607,898,080
- Total liabilities (EOY)
- $69
- Net assets (EOY)
- $607,898,011
- Net assets (BOY)
- $520,666,107
Income & contributions
- Employer contributions
- $25,456,749
- Participant contributions
- $26,222,358
- Total contributions
- $56,103,653
- Total income / additions
- $147,972,779
Expenses & distributions
- Benefits paid
- $60,369,445
- Administrative expenses
- $434,980
- Total expenses
- $60,851,718
- Net increase / (decrease)
- $87,121,061
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Inv Instit Operations Co | RECORDKEEPER | $222,130 | $0 | 2023 |
| Aon Hewitt Investment Consulting In | INVESTMENT ADVISOR | $91,500 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $91,463 | not reported in the loaded dataset | 2023 |
| Cbiz Cpas P.C. | AUDITOR | $25,225 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bluescope Steel North America Corp
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Kansas City, MO
- Fidelity Inv Instit Operations Co — Schedule C compensation
- Aon Hewitt Investment Consulting In — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Cbiz Cpas P.C. — Schedule C compensation