Metallus Inc. Savings And Investment Pension Plan — Form 5500 plan (Metallus Inc.)

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, Metallus Inc. Savings And Investment Pension Plan is a benefit plan reported by Metallus Inc. under EIN 46-4024951 and plan number 003. The latest loaded filing year is 2023. The filing reports 922 participants and $202,948,581 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Metallus Inc.
EIN
46-4024951
Plan number
003
Plan type
2
Location
Canton, OH
Latest filing year
2023
Participants
922
End-of-year plan assets
$202,948,581

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023922H, C20241014142817NAL0046357552001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$202,948,581
Total liabilities (EOY)
$0
Net assets (EOY)
$202,948,581
Net assets (BOY)
$195,993,031

Income & contributions

Employer contributions
$2,657,593
Participant contributions
$5,901,976
Total contributions
$8,784,271
Total income / additions
$45,563,099

Expenses & distributions

Benefits paid
$38,551,767
Administrative expenses
$55,782
Total expenses
$38,607,549
Net increase / (decrease)
$6,955,550

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$60,085$02023

Related Form 5500 pages