2023 Form 5500 filing — Metallus Inc. Bargaining Unit Pension 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 20241014161408NAL0026682113002) for Metallus Inc. Bargaining Unit Pension Plan, reported by Metallus Inc. under EIN 46-4024951 and plan number 002. It reports 2,301 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014161408NAL0026682113002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Metallus Inc.
- EIN
- 46-4024951
- Plan number
- 002
- Location
- Canton, OH
- Participants
- 2,301
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $359,583,987
- Total liabilities (EOY)
- $390,300
- Net assets (EOY)
- $359,193,687
- Employer contributions
- $24,971,832
- Total income / additions
- $42,230,222
- Benefits paid
- $36,436,635
- Administrative expenses
- $85,621
- Total expenses
- $36,522,256
- Net increase / (decrease)
- $5,707,966
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Tower Watson Us LLC | not reported in the loaded dataset | $276,723 | not reported in the loaded dataset |
| Northern Trust Company | TRUSTEE | $203,970 | $0 |
| Nepc, LLC | not reported in the loaded dataset | $111,025 | not reported in the loaded dataset |
| Jones Day Reavis & Pogue | not reported in the loaded dataset | $92,325 | not reported in the loaded dataset |
| Usi Consulting Group | not reported in the loaded dataset | $88,483 | not reported in the loaded dataset |
| Wellington Trust Company | not reported in the loaded dataset | $62,571 | $0 |
| Pacific Investment Management Co | not reported in the loaded dataset | $51,902 | not reported in the loaded dataset |
| Baillie Gifford Overseas Limited | not reported in the loaded dataset | $18,338 | not reported in the loaded dataset |
| Fidelity Institutional Asset Manage | not reported in the loaded dataset | $7,499 | not reported in the loaded dataset |
| Fidelity Institutional Asset Manage | not reported in the loaded dataset | $7,069 | not reported in the loaded dataset |
| State Street Research & Management | not reported in the loaded dataset | $6,365 | not reported in the loaded dataset |