2023 Form 5500 filing — Cleveland-Cliffs Steel LLC Pension Trust
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 20241014114738NAL0045843392001) for Cleveland-Cliffs Steel LLC Pension Trust, reported by Cleveland-Cliffs Steel LLC under EIN 71-0871875 and plan number 201. 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).
- EFAST2 acknowledgement
- 20241014114738NAL0045843392001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Cleveland-Cliffs Steel LLC
- EIN
- 71-0871875
- Plan number
- 201
- Location
- Chicago, IL
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,374,469,062
- Total liabilities (EOY)
- $593,460
- Net assets (EOY)
- $2,373,875,602
- Total income / additions
- $211,364,247
- Benefits paid
- $216,960,950
- Administrative expenses
- $17,800,276
- Total expenses
- $235,163,366
- Net increase / (decrease)
- -$23,799,119
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson | INVESTMENT MANAGER | $1,505,519 | not reported in the loaded dataset |
| Prudential | INVESTMENT MANAGER | $281,321 | not reported in the loaded dataset |
| Ubs Realty Investors | INVESTMENT MANAGER | $210,330 | not reported in the loaded dataset |
| The Bank Of New York Mellon | INVESTMENT MANAGER | $206,696 | not reported in the loaded dataset |
| Marathon | INVESTMENT MANAGER | $179,856 | not reported in the loaded dataset |
| Neuberger Berman | INVESTMENT MANAGER | $165,012 | not reported in the loaded dataset |
| Pzena Investment Management | INVESTMENT MANAGER | $152,506 | not reported in the loaded dataset |
| Mfs Heritage Trust | INVESTMENT MANAGER | $126,355 | not reported in the loaded dataset |
| Tcw Asset Mgt | INVESTMENT MANAGER | $122,009 | not reported in the loaded dataset |
| Brandywine Asset Mgt | INVESTMENT MANAGER | $104,278 | not reported in the loaded dataset |
| Western Asset | INVESTMENT MANAGER | $34,687 | not reported in the loaded dataset |
| Northern Trust | INVESTMENT MANAGER | $26,535 | not reported in the loaded dataset |