Metallus Inc. Bargaining Unit Welfare Benefit Plan For Retirees — 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. Bargaining Unit Welfare Benefit Plan For Retirees is a benefit plan reported by Metallus Inc. under EIN 46-4024951 and plan number 504. The latest loaded filing year is 2023. The filing reports 2,029 participants and $55,353,448 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Metallus Inc.
- EIN
- 46-4024951
- Plan number
- 504
- Plan type
- 2
- Location
- Canton, OH
- Latest filing year
- 2023
- Participants
- 2,029
- End-of-year plan assets
- $55,353,448
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,029 | H, C | 20241014130450NAL0044580432001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,353,448
- Total liabilities (EOY)
- $501,864
- Net assets (EOY)
- $54,851,584
- Net assets (BOY)
- $59,043,362
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $2,523,976
- Total contributions
- $2,523,976
- Total income / additions
- $7,932,562
Expenses & distributions
- Benefits paid
- $11,766,128
- Administrative expenses
- $358,212
- Total expenses
- $12,124,340
- Net increase / (decrease)
- -$4,191,778
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alight Solutions | CONTRACT ADMNSTRTR | $245,684 | not reported in the loaded dataset | 2023 |
| Income Research And Management | INVESTMENT MANAGER | $57,670 | not reported in the loaded dataset | 2023 |
| Us Bank National Association | TRUSTEE | $31,659 | not reported in the loaded dataset | 2023 |
| Nepc | CONTRACT ADMNSTRTR | $18,312 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Metallus Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Canton, OH
- Alight Solutions — Schedule C compensation
- Income Research And Management — Schedule C compensation
- Us Bank National Association — Schedule C compensation
- Nepc — Schedule C compensation