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Original filing (PDF)20251015102947NAL0002146611003
THE CLEVELAND-CLIFFS IRON COMPANY
Form 5500
FILING_RECEIVED
PENSION PLAN FOR HOURLY EMPLOYEES OF THE CLEVELAND-CLIFFS IRON COMPANY AND ITS ASSOCIATED EMPLOYERS
Defined-benefit pension plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
685
Accounts w/ balance
—
Plan assets (EOY)
$448.0M
Net assets (EOY)
$448.0M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 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
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Cleveland-Cliffs Inc. and Associated * The Bank of New York Mellon Companies Master Pension Trust" is 100% of plan.
- 37 bps in Schedule C fees — 266% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE CLEVELAND-CLIFFS IRON COMPANY.
Plan sponsor
Name
THE CLEVELAND-CLIFFS IRON COMPANY
EIN
34-0677332
Address
200 PUBLIC SQUARE · SUITE 3300 · CLEVELAND, OH · 441142315
Phone
(216) 694-5505
Industry
Mining, Quarrying, Oil & Gassee all
Plan administrator
Name
EMPLOYEE BENEFITS ADMIN DEPT.
EIN
34-1215677
City
CLEVELAND, OH
Phone
(216) 694-5505
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1B · Flat-dollar DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MEADEN & MOORE, LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEI INVESTMENT MANAGEMENT CORP | 04-2452803 | — | NONE | $900K | — |
| JP MORGAN INVESTMENT MANAGEMENT | 13-3200244 | — | NONE | $356K | — |
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $235K | — |
| BNY MELLON | 13-5160382 | — | NONE | $136K | — |
| MEADEN & MOORE, LTD. | 34-1818258 | — | NONE | $14K | — |
Investments
1 pooled fund· $442.5M(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 |
|---|---|---|---|---|---|---|
| CLEVELAND-CLIFFS INC & ASSOC EMP MT CLEVELAND-CLIFFS INC. · EIN 34-1935032 / PN 001 | Master Trust | — | — | $442.5M | 98.8% |