Plan5500

Thyssenkrupp Fixed Income 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 Fixed Income Master Trust Unit is a benefit plan reported by Thyssenkrupp North America, LLC under EIN 38-2535907 and plan number 002. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $155,629,018 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$149.5MPlan net assets, end of year$149,549,918
ParticipantsNot reported
Assets / participantNot reported
Provider compensation$386.2K4 Schedule C provider row(s)$386,164
Plan sponsor
Thyssenkrupp North America, LLC
EIN
38-2535907
Plan number
002
Plan type
4
Location
Beaverton, OR
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    Participants not reported · 4Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$155.6M total assets
Net assets$149.5MLiabilities$6.1M
Money in vs. money out
Total income / additions$11.8M
Total expenses$386.8K
Benefits paid / distributions$0
Full reported line items

Net assets

Total assets (EOY)
$155,629,018
Total liabilities (EOY)
$6,079,100
Net assets (EOY)
$149,549,918
Net assets (BOY)
$143,596,391

Income & contributions

Total contributions
$0
Total income / additions
$11,840,308

Expenses & distributions

Benefits paid
$0
Administrative expenses
$386,781
Total expenses
$386,781
Net increase / (decrease)
$11,453,527
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets0%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    J.P. Morgan Inv. Management, Inc.$185.3K
    NONE KNOWN · Direct $185.3K
  2. 2
    Western Asset Management Company$106.7K
    NONE KNOWN · Direct $106.7K
  3. 3
    Robert W. Baird & Co., Inc.$94.2K
    NONE KNOWN · Direct $94.2K · Indirect $0
  4. 4
    The Bank Of New York Mellon$48
    NONE KNOWN · Direct $48 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Thyssenkrupp Fixed Income Master Trust Unit?
Thyssenkrupp Fixed Income Master Trust Unit is reported as sponsored by Thyssenkrupp North America, LLC (EIN 38-2535907, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Thyssenkrupp Fixed Income Master Trust Unit?
The latest Form 5500 filing year loaded for Thyssenkrupp Fixed Income Master Trust Unit is 2023.
How many participants does Thyssenkrupp Fixed Income Master Trust Unit report?
The participant count for Thyssenkrupp Fixed Income Master Trust Unit is not reported in the loaded dataset.
What are the reported plan assets for Thyssenkrupp Fixed Income Master Trust Unit?
Thyssenkrupp Fixed Income Master Trust Unit reports $155,629,018 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages