2023 Form 5500 filing — Optimus Steel LLC Beaumont, Texas Retiree Health Benefit Plan

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 20241007215849NAL0016811713001) for Optimus Steel LLC Beaumont, Texas Retiree Health Benefit Plan, reported by Optimus Steel LLC Beaumont, Texas Retiree Health Benefit Plan under EIN 82-7024084 and plan number 501. It reports 136 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$18.1MReported net assets$18,095,534
Participants136
Provider compensation$117.1K4 Schedule C row(s)$117,071
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241007215849NAL0016811713001
Plan sponsor
Optimus Steel LLC Beaumont, Texas Retiree Health Benefit Plan
EIN
82-7024084
Plan number
501
Location
Pittsburgh, PA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$18.1M total assets
Net assets$18.1MLiabilities$17.5K
Money in vs. money out
Total income / additions$2.8M
Total expenses$1.1M
Benefits paid / distributions$984.8K
Contributions
Employer$97.6K
Participant$274.6K
Full reported line items
Total assets (EOY)
$18,112,990
Total liabilities (EOY)
$17,456
Net assets (EOY)
$18,095,534
Employer contributions
$97,573
Participant contributions
$274,558
Total income / additions
$2,805,739
Benefits paid
$984,820
Administrative expenses
$135,439
Total expenses
$1,120,259
Net increase / (decrease)
$1,685,480
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT MANAGEMENT · Direct $55.6K
  2. 2
    PLAN AUDITOR · Direct $26.2K
  3. 3
    PLAN ADMINISTRATOR · Direct $18.5K
  4. 4
    PLAN ACTUARY · Direct $16.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007215849NAL0016811713001 cover?
It is the 2023 Form 5500 filing for Optimus Steel LLC Beaumont, Texas Retiree Health Benefit Plan, reported by Optimus Steel LLC Beaumont, Texas Retiree Health Benefit Plan (EIN 82-7024084).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages