Program Of Hospital And Medical Benefits For Eligible Pensioners And Surviving Spouses — Form 5500 plan (Cleveland-Cliffs Inc.)

Plain-English plan 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, Program Of Hospital And Medical Benefits For Eligible Pensioners And Surviving Spouses is a benefit plan reported by Cleveland-Cliffs Inc. under EIN 34-1464672 and plan number 507. The latest loaded filing year is 2023. The filing reports 565 participants and $56,646,649 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cleveland-Cliffs Inc.
EIN
34-1464672
Plan number
507
Plan type
2
Location
Cleveland, OH
Latest filing year
2023
Participants
565
End-of-year plan assets
$56,646,649

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023565H, C20241007112844NAL0026027168004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$56,646,649
Net assets (EOY)
$56,646,649
Net assets (BOY)
$53,624,298

Income & contributions

Participant contributions
$1,595,517
Total contributions
$1,595,517
Total income / additions
$7,032,533

Expenses & distributions

Benefits paid
$3,760,531
Administrative expenses
$249,651
Total expenses
$4,010,182
Net increase / (decrease)
$3,022,351

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Anthem Blue Cross Blue ShieldNONE$83,948not reported in the loaded dataset2023
The Bank Of New York MellonTRUSTEE/INV MGMT$54,712$02023
Extend Health Inc.NONE$37,552not reported in the loaded dataset2023
Businessolver.Com, Inc.NONE$30,002not reported in the loaded dataset2023
Medco Health SolutionsNONE$27,685not reported in the loaded dataset2023
Meaden & Moore, Ltd.AUDITOR$15,750not reported in the loaded dataset2023

Related Form 5500 pages