Original filing (PDF)20251015130116NAL0004918481001

METALLUS INC.

Name: METALLUS INC. — METALLUS INC. BARGAINING UNIT WELFARE BENEFIT PLAN FOR RETIREES, Form 5500 (2024)
Creator: METALLUS INC.

Form 5500

FILING_RECEIVED

METALLUS INC. BARGAINING UNIT WELFARE BENEFIT PLAN FOR RETIREES

Health & welfare plan

Signals · 2

49% in single holdingNo recordkeeper disclosed

Active participants

1,913

Accounts w/ balance

—

Plan assets (EOY)

$49.6M

Net assets (EOY)

$48.9M

How this plan invests

This plan

1 pooled trust

Schedule D

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

100

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for METALLUS INC..

Plan sponsor

Name

METALLUS INC.

EIN

46-4024951

Address

1835 DUEBER AVENUE SW · CANTON, OH · 44706

Phone

(330) 471-7000

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

504

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life Insurance

4Q · Other

Audit & trust (Schedule H)

Auditor

MEADEN & MOORE, LTD

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
US BANK NATIONAL ASSOCIATION	31-0841368	—	TRUSTEE	$30K	—

Investments

6 direct securities · 1 pooled fund· $49.4M(100% 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.

Uncategorized

$25.3M

6 holdings

Common Collective Trust

$24.1M

1 holding

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	IR&M CORE BOND FUND II LLC IR&M CORE · EIN 27-1803513 / PN 001	Common Collective Trust	—	$25.4M	$24.1M	48.6%

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