Metallus Inc. Bargaining Unit Pension Plan — Form 5500 plan (Metallus 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, Metallus Inc. Bargaining Unit Pension Plan is a benefit plan reported by Metallus Inc. under EIN 46-4024951 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,301 participants and $359,583,987 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Metallus Inc.
- EIN
- 46-4024951
- Plan number
- 002
- Plan type
- 2
- Location
- Canton, OH
- Latest filing year
- 2023
- Participants
- 2,301
- End-of-year plan assets
- $359,583,987
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,301 | H, C | 20241014161408NAL0026682113002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $359,583,987
- Total liabilities (EOY)
- $390,300
- Net assets (EOY)
- $359,193,687
- Net assets (BOY)
- $353,485,721
Income & contributions
- Employer contributions
- $24,971,832
- Total contributions
- $24,971,832
- Total income / additions
- $42,230,222
Expenses & distributions
- Benefits paid
- $36,436,635
- Administrative expenses
- $85,621
- Total expenses
- $36,522,256
- Net increase / (decrease)
- $5,707,966
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Tower Watson Us LLC | not reported in the loaded dataset | $276,723 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | TRUSTEE | $203,970 | $0 | 2023 |
| Nepc, LLC | not reported in the loaded dataset | $111,025 | not reported in the loaded dataset | 2023 |
| Jones Day Reavis & Pogue | not reported in the loaded dataset | $92,325 | not reported in the loaded dataset | 2023 |
| Usi Consulting Group | not reported in the loaded dataset | $88,483 | not reported in the loaded dataset | 2023 |
| Wellington Trust Company | not reported in the loaded dataset | $62,571 | $0 | 2023 |
| Pacific Investment Management Co | not reported in the loaded dataset | $51,902 | not reported in the loaded dataset | 2023 |
| Baillie Gifford Overseas Limited | not reported in the loaded dataset | $18,338 | not reported in the loaded dataset | 2023 |
| Fidelity Institutional Asset Manage | not reported in the loaded dataset | $7,499 | not reported in the loaded dataset | 2023 |
| Fidelity Institutional Asset Manage | not reported in the loaded dataset | $7,069 | not reported in the loaded dataset | 2023 |
| State Street Research & Management | not reported in the loaded dataset | $6,365 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Metallus Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Canton, OH
- Willis Tower Watson Us LLC — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Jones Day Reavis & Pogue — Schedule C compensation
- Usi Consulting Group — Schedule C compensation
- Wellington Trust Company — Schedule C compensation
- Pacific Investment Management Co — Schedule C compensation
- Baillie Gifford Overseas Limited — Schedule C compensation
- Fidelity Institutional Asset Manage — Schedule C compensation
- State Street Research & Management — Schedule C compensation