Thyssenkrupp Extended Duration 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 Extended Duration Master Trust Unit is a benefit plan reported by Thyssenkrupp North America, LLC under EIN 38-2535907 and plan number 003. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $12,553,094 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$12.4MPlan net assets, end of year$12,428,503
ParticipantsNot reported
Assets / participantNot reported
Provider compensation$25.8K1 Schedule C provider row(s)$25,842
- Plan sponsor
- Thyssenkrupp North America, LLC
- EIN
- 38-2535907
- Plan number
- 003
- Plan type
- 4
- Location
- Beaverton, OR
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241004132725NAL0012261905001 |
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)$12.6M total assets
Net assets$12.4MLiabilities$124.6K
Full reported line items
Net assets
- Total assets (EOY)
- $12,553,094
- Total liabilities (EOY)
- $124,591
- Net assets (EOY)
- $12,428,503
- Net assets (BOY)
- $12,206,520
Income & contributions
- Total contributions
- $0
- Total income / additions
- $248,161
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $26,178
- Total expenses
- $26,178
- Net increase / (decrease)
- $221,983
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Robert W. Baird & Co., Inc. | NONE KNOWN | $25,842 | $0 | 2023 |