Thyssenkrupp Equity Master Trust Unit — Form 5500 plan (Thyssenkrupp North America, LLC)

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, Thyssenkrupp Equity Master Trust Unit is a benefit plan reported by Thyssenkrupp North America, LLC under EIN 38-2535907 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $118,082,812 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Thyssenkrupp North America, LLC
EIN
38-2535907
Plan number
001
Plan type
4
Location
Beaverton, OR
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$118,082,812

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20241004132702NAL0012261329001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$118,082,812
Total liabilities (EOY)
$0
Net assets (EOY)
$118,082,812
Net assets (BOY)
$123,434,463

Income & contributions

Total contributions
$0
Total income / additions
$17,427,558

Expenses & distributions

Benefits paid
$0
Administrative expenses
$187,062
Total expenses
$187,062
Net increase / (decrease)
$17,240,496

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Deprince, Race & Zollo, Inc.NONE KNOWN$87,945$02023
Northern Trust Investments, Inc.NONE KNOWN$86,509not reported in the loaded dataset2023
Comerica BankNONE KNOWN$12,601not reported in the loaded dataset2023
The Bank Of New York MellonNONE KNOWN$7$02023

Related Form 5500 pages