2023 Form 5500 filing — Thyssenkrupp Extended Duration Master Trust Unit

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 20241004132725NAL0012261905001) for Thyssenkrupp Extended Duration Master Trust Unit, reported by Thyssenkrupp North America, LLC under EIN 38-2535907 and plan number 003. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 4 · 2023

Filing snapshot

Net assets (EOY)$12.4MReported net assets$12,428,503
ParticipantsNot reported
Provider compensation$25.8K1 Schedule C row(s)$25,842
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241004132725NAL0012261905001
Plan sponsor
Thyssenkrupp North America, LLC
EIN
38-2535907
Plan number
003
Location
Beaverton, OR
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$12.6M total assets
Net assets$12.4MLiabilities$124.6K
Money in vs. money out
Total income / additions$248.2K
Total expenses$26.2K
Benefits paid / distributions$0
Full reported line items
Total assets (EOY)
$12,553,094
Total liabilities (EOY)
$124,591
Net assets (EOY)
$12,428,503
Total income / additions
$248,161
Benefits paid
$0
Administrative expenses
$26,178
Total expenses
$26,178
Net increase / (decrease)
$221,983

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Robert W. Baird & Co., Inc.NONE KNOWN$25,842$0

Related Form 5500 pages