Thyssenkrupp Opportunistic Master Trust Unit — Form 5500 plan (Thyssenkrupp North America, LLC)

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, Thyssenkrupp Opportunistic Master Trust Unit is a benefit plan reported by Thyssenkrupp North America, LLC under EIN 38-2535907 and plan number 004. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $92,601,570 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Thyssenkrupp North America, LLC
EIN
38-2535907
Plan number
004
Plan type
4
Location
Beaverton, OR
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$92,601,570

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20241004132737NAL0012262337001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$92,601,570
Total liabilities (EOY)
$0
Net assets (EOY)
$92,601,570
Net assets (BOY)
$99,511,695

Income & contributions

Total contributions
$0
Total income / additions
$11,942,357

Expenses & distributions

Benefits paid
$0
Administrative expenses
$352,478
Total expenses
$352,478
Net increase / (decrease)
$11,589,879

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wellington TrustNONE KNOWN$257,115not reported in the loaded dataset2023
Grantham, Mayo, Van Otterloo & Co.NONE KNOWN$95,363$02023

Related Form 5500 pages