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Original filing (PDF)20251009134158NAL0015654514001
THYSSENKRUPP NORTH AMERICA, LLC
Form 5500
FILING_RECEIVED
THYSSENKRUPP DEFINED BENEFIT PENSION PLAN NORTH AMERICA
Defined-benefit pension plan
Signals · 3
45% in single holdingNo recordkeeper disclosed7 service providers
Active participants
161
Accounts w/ balance
—
Plan assets (EOY)
$90.8M
Net assets (EOY)
$90.8M
How this plan invests
This plan
4 pooled trusts
Schedule D
4 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
78
Total plan cost
65
Vendor stack
55
Participation health
100
Knocking points off
- Top holding "[DFE: THYSSENKRUPP LDI LONG CREDIT BD MASTER TRUST UNIT (extraction pending)]" is 45% of plan.
- 70 bps in Schedule C fees — 335% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THYSSENKRUPP NORTH AMERICA, LLC.
Plan sponsor
Name
THYSSENKRUPP NORTH AMERICA, LLC
EIN
22-2393554
Address
9450 SW GEMINI DR, SUITE 28424 · BEAVERTON, OR · 97008
Phone
(248) 631-9493
Industry
Wholesale Tradesee all
Plan administrator
Name
THYSSENKRUPP MATERIALS NA, INC
EIN
38-0445860
City
SOUTHFIELD, MI
Phone
(248) 233-5676
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE KNOWN | $248K | — |
| SEYFARTH SHAW, LLP | 36-2152202 | — | NONE KNOWN | $174K | — |
| PLANTE & MORAN, PLLC | 33-1498605 | — | NONE KNOWN | $69K | — |
| NEPC, LLC | 26-1429809 | — | NONE KNOWN | $50K | — |
| BENEFITS OUTSOURCING INC | 38-3370067 | — | NONE KNOWN | $49K | — |
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | NONE KNOWN | $32K | — |
| AETNA LIFE INSURANCE COMPANY | 06-6033492 | — | NONE KNOWN | $10K | — |
Investments
4 pooled funds· $90.2M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TK LDI LONG CREDIT MASTER TRUST UNT THYSSENKRUPP NORTH AMERICA, LLC · EIN 38-2535907 / PN 008 | Master Trust | — | — | $40.3M | 44.4% | |
| TK LDI INTERMEDIATE MASTER THYSSENKRUPP NORTH AMERICA, LLC · EIN 38-2535907 / PN 009 | Master Trust | — | — | $29.0M | 31.9% | |
| TK CASH/S.T. BOND MASTER TRUST UNIT THYSSENKRUPP NORTH AMERICA, LLC · EIN 38-2535907 / PN 005 | Master Trust | — | — | $13.5M | 14.9% | |
| TK LDI LONG TRS BD MASTER TRUST UNT THYSSENKRUPP NORTH AMERICA, LLC · EIN 38-2535907 / PN 007 | Master Trust | — | — | $7.4M | 8.2% |
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