Original filing (PDF)20251014143229NAL0004250240002

CLEVELAND-CLIFFS INC.

Name: CLEVELAND-CLIFFS INC. — PROGRAM OF HOSPITAL AND MEDICAL BENEFITS FOR ELIGIBLE PENSIONERS AND SURVIVING SPOUSES, Form 5500 (2024)
Creator: CLEVELAND-CLIFFS INC.

Form 5500

FILING_RECEIVED

PROGRAM OF HOSPITAL AND MEDICAL BENEFITS FOR ELIGIBLE PENSIONERS AND SURVIVING SPOUSES

Health & welfare plan

Signals · 1

63% in single holding

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$56.4M

Net assets (EOY)

$56.4M

How this plan invests

This plan

7 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

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 · 44114

Phone

(216) 694-5505

Industry

Management of Companies / Holdingssee all

Plan administrator

Name

CLEVELAND-CLIFFS INC. INVESTMENT CMTE

EIN

34-1876198

City

CLEVELAND, OH

Phone

(216) 694-5505

Plan characteristics

Plan number

507

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life Insurance

Audit & trust (Schedule H)

Auditor

MEADEN & MOORE LTD.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
MEADEN & MOORE, LTD.	34-1818258	—	AUDITOR	$17K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
SEI INVESTMENT MANAGEMENT CORP	04-2452803	—	NONE	$77K	—
THE BANK OF NEW YORK MELLON	13-5160382	—	NONE	$73K	—
ANTHEM BLUE CROSS BLUE SHIELD	31-1440175

Investments

7 direct securities· $56.4M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
SEI Intermediate Duration Credit Fund Fixed income fund	—	—	$39.6M	$35.3M	62.7%
U.S. Treasury STRIPS Fixed income fund	—	—	—	$10.0M	17.8%
SEI Institutional Investment S&P 500 Equity mutual fund	—	—	$4.7M	$5.2M	9.3%
SEI Structured Credit Fund Structured credit	—	—	$806K	$2.8M

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