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Original filing (PDF)20251015163158NAL0010654818001
EVRAZ INC. N.A.
Form 5500
FILING_RECEIVED
PENSION PLAN FOR BARGAINING EMPLOYEES OF EVRAZ ROCKY MOUNTAIN STEEL
Defined-benefit pension plan
Signals · 2
39% in single holdingNo recordkeeper disclosed
Active participants
963
Accounts w/ balance
—
Plan assets (EOY)
$114.3M
Net assets (EOY)
$114.2M
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)
85
/ 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
81
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: MAGNITUDE INSTITUTIONAL LTD CLASS A (no filing on disk)]" is 39% of plan.
- 33 bps in Schedule C fees — 230% 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 EVRAZ INC. N.A..
Plan sponsor
Name
EVRAZ INC. N.A.
EIN
94-0506370
Address
71 S. WACKER DRIVE · SUITE 1700 · CHICAGO, IL · 60606
Phone
(312) 533-3538
Industry
Manufacturingsee all
Plan administrator
Name
EVRAZ INC. N.A. ADM. CO.
EIN
93-0671852
City
CHICAGO, IL
Phone
(312) 533-3538
Plan characteristics
Plan number
010
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1B · Flat-dollar DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KBF CPAS-AUDIT, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OCTOBER THREE CONSULTING LLC | 27-1175487 | — | NONE | $153K | — |
| AON CONSULTING | 22-2232264 | — | NONE | $80K | — |
| MERCER INVESTMENTS LLC | 20-3640590 | — | NONE | $63K | — |
| FIFTH THIRD BANK | 31-0854434 | — | NONE | $51K | — |
| LEGAL & GENERAL INVESTMENT | 20-8058531 | — | NONE | $31K | — |
Investments
4 pooled funds· $59.9M(52% 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 |
|---|---|---|---|---|---|---|
| MAGNITUDE INSTITUTIONAL LTD CLASS A MAGNITUDE CAPITAL LLC · EIN 02-0696120 / PN 000 | Common Collective Trust | — | — | $23.1M | 20.2% | |
| LIABILITY TREASURY 2X CIT FUND LEGAL & GENERAL COLLECTIVE INVESTMENT TRUST · EIN 35-7085469 / PN 018 | Common Collective Trust | — | — | $14.5M | 12.7% | |
| CLARION LION PROPERTIES FUND, LP CLARION PARTNERS, LLC · EIN 13-3379970 / PN 000 | Common Collective Trust | — | — | $12.7M | 11.1% | |
| MAWER GLOBAL EQUITY COLLECTIVE FUND GLOBAL TRUST COMPANY · EIN 26-3761443 / PN 002 | Common Collective Trust | — | — | $9.7M | 8.5% |