United Taconite LLC Program Of Hospital And Medical Benefits For Eligible Pensioners And Surviving Spouses — Form 5500 plan (United Taconite 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, United Taconite LLC Program Of Hospital And Medical Benefits For Eligible Pensioners And Surviving Spouses is a benefit plan reported by United Taconite LLC under EIN 42-1609118 and plan number 503. The latest loaded filing year is 2023. The filing reports 274 participants and $22,717,038 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Taconite LLC
- EIN
- 42-1609118
- Plan number
- 503
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 274
- End-of-year plan assets
- $22,717,038
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 274 | H, C | 20241007112845NAL0031593330005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,717,038
- Net assets (EOY)
- $22,717,038
- Net assets (BOY)
- $22,121,005
Income & contributions
- Participant contributions
- $1,192,390
- Total contributions
- $1,192,390
- Total income / additions
- $3,066,473
Expenses & distributions
- Benefits paid
- $2,186,427
- Administrative expenses
- $284,013
- Total expenses
- $2,470,440
- Net increase / (decrease)
- $596,033
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Medco Health Solutions | NONE | $105,070 | not reported in the loaded dataset | 2023 |
| Sei Private Trust Company | TRUSTEE/INV MGMT | $64,714 | not reported in the loaded dataset | 2023 |
| Anthem Blue Cross Blue Shield | NONE | $53,860 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | TRUSTEE/INV MGMT | $42,340 | $0 | 2023 |
| Meaden & Moore Ltd. | AUDITOR | $10,700 | not reported in the loaded dataset | 2023 |
| Assured Partners Capital, Inc. | NONE | $5,892 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Taconite LLC
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Medco Health Solutions — Schedule C compensation
- Sei Private Trust Company — Schedule C compensation
- Anthem Blue Cross Blue Shield — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Meaden & Moore Ltd. — Schedule C compensation
- Assured Partners Capital, Inc. — Schedule C compensation