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Original filing (PDF)20241014081708NAL0051532642002
CLEVELAND-CLIFFS INC.
Form 5500
FILING_RECEIVED
PENSION PLAN FOR EMPLOYEES OF CLEVELAND-CLIFFS INC AND ITS ASSOCIATED EMPLOYERS
Defined-benefit pension plan
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
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
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLEVELAND-CLIFFS INC..
Plan sponsor
Name
CLEVELAND-CLIFFS INC.
EIN
34-1464672
Address
200 PUBLIC SQUARE · SUITE 3300 · CLEVELAND, OH · 441142315
Phone
(216) 694-5505
Industry
Management of Companies / Holdingssee all
Plan administrator
Name
EMPLOYEE BENEFITS ADMIN DEPT. ATTN KURT J. HOLLAND
EIN
34-1215677
City
CLEVELAND, OH
Phone
(216) 694-5505
Plan characteristics
Plan number
003
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-14
Pension benefit codes
1A · Pay-related DB formula
1B · Flat-dollar DB formula
1C · Cash balance or similar hybrid DB
3F · Sponsor used leased employees
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 | $896K | — |
| JP MORGAN INVESTMENT MANAGEMENT | 13-3200244 | — | NONE | $263K | — |
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $208K | — |
| BNY MELLON | 13-5160382 | — | NONE | $127K | — |
| MEADEN & MOORE, LTD. | 34-1818258 | — | NONE | $13K | — |
Investments
1 pooled fund· $0
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| CLEVELAND-CLIFFS INC & ASSOC EMP MT CLEVELAND-CLIFFS INC. · EIN 34-1935032 / PN 001 | Master Trust | $0 | — |