2023 Form 5500 filing — Pension Plan For Hourly Employees Of The Cleveland-Cliffs Iron Company And Its Associated Employers
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 20241014081708NAL0051532642001) for Pension Plan For Hourly Employees Of The Cleveland-Cliffs Iron Company And Its Associated Employers, reported by The Cleveland-Cliffs Iron Company under EIN 34-0677332 and plan number 004. It reports 2,936 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014081708NAL0051532642001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Cleveland-Cliffs Iron Company
- EIN
- 34-0677332
- Plan number
- 004
- Location
- Cleveland, OH
- Participants
- 2,936
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $427,311,658
- Net assets (EOY)
- $427,311,658
- Employer contributions
- $11,810,000
- Total income / additions
- $56,762,048
- Benefits paid
- $36,358,433
- Administrative expenses
- $2,355,831
- Total expenses
- $38,714,264
- Net increase / (decrease)
- $18,047,784
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sei Investment Management Corp | NONE | $1,293,700 | $0 |
| Jp Morgan Investment Management | NONE | $420,531 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | NONE | $372,533 | not reported in the loaded dataset |
| Bny Mellon | NONE | $153,055 | $0 |
| Meaden & Moore, Ltd. | NONE | $13,250 | not reported in the loaded dataset |