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Original filing (PDF)20251007145521NAL0011633538001
BLUESCOPE COATED PRODUCTS, LLC
Form 5500
FILING_RECEIVED
PENSION PLAN FOR BARGAINING GROUP HOURLY EMPLOYEES OF THE CAMBRIDGE, OHIO PLANT OF BLUESCOPE COATED PRODUCTS, LLC
Defined-benefit pension plan
Signals · 2
29% in single holding~84 bps in Sched C fees
Active participants
7
Accounts w/ balance
—
Plan assets (EOY)
$12.7M
Net assets (EOY)
$12.7M
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)
86
/ 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
85
Total plan cost
65
Vendor stack
75
Participation health
100
Knocking points off
- Top holding "FIAM Trust Company Short Duration Common Collective Trust" is 29% of plan.
- 84 bps in Schedule C fees — 191% above peer band of 29 bps.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLUESCOPE COATED PRODUCTS, LLC.
Plan sponsor
Name
BLUESCOPE COATED PRODUCTS, LLC
EIN
88-1668286
Address
P.O. BOX 419917 · KANSAS CITY, MO · 641410917
Phone
(816) 968-3000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
1B · Flat-dollar DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
CBIZ CPAS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INST ASST MGMT CO | 20-4659714 | — | NONE | $31K | — |
| CBIZ CPAS, P.C. | 43-1947695 | — | NONE | $30K | — |
| FID MGMT TRUST CO | 04-2723880 | — | NONE | $24K | — |
| FID INV INST OPS CO | 04-3532603 | — | NONE | $23K | — |
Investments
4 pooled funds· $12.7M(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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIAM SHORT DURATION COMM PL FID INST ASSET MANAGEMENT CO · EIN 20-4659714 / PN 106 | Common Collective Trust | — | $3.4M | $3.7M | 29.0% | |
| FIAM LONG CORP A OR BETTER COMM PL FID INST ASSET MANAGEMENT CO · EIN 20-4659714 / PN 103 | Common Collective Trust | — | $3.4M | $3.4M | 27.1% | |
| FIAM INTERMEDIATE DURATION COMM PL FID INST ASSET MANAGEMENT CO · EIN 20-4659714 / PN 014 | Common Collective Trust | — | $3.1M | $3.3M | 25.8% | |
| FIAM 8-10 YR CORP BOND COMM POOL FID INST ASSET MANAGEMENT CO · EIN 20-4659714 / PN 155 | Common Collective Trust | — | $2.1M | $2.3M | 18.1% |
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