2023 Form 5500 filing — Gerdau Ameristeel Us Pension Plan For Union Employees
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 20250630124048NAL0006608643001) for Gerdau Ameristeel Us Pension Plan For Union Employees, reported by Gerdau Ameristeel Us Inc. under EIN 59-0792436 and plan number 003. It reports 558 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250630124048NAL0006608643001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gerdau Ameristeel Us Inc.
- EIN
- 59-0792436
- Plan number
- 003
- Location
- Tampa, FL
- Participants
- 558
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,650,066
- Total liabilities (EOY)
- $68,817
- Net assets (EOY)
- $40,581,249
- Employer contributions
- $1,632,000
- Total income / additions
- $8,793,473
- Benefits paid
- $4,414,054
- Administrative expenses
- $713,897
- Total expenses
- $5,127,951
- Net increase / (decrease)
- $3,665,522
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon & Associates | ACTUARY | $121,619 | not reported in the loaded dataset |
| Bank Of America Merrill Lynch | INVESTMENT MANAGER | $80,584 | not reported in the loaded dataset |
| Logos Pension Group | RECORD KEEPING | $29,007 | not reported in the loaded dataset |
| Principal Trust Company | TRUSTEE | $18,451 | not reported in the loaded dataset |
| Usi Consulting Group | CONSULTANT | $8,625 | not reported in the loaded dataset |