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  2. METALLUS INC.
Sponsor portfolioTH

METALLUS INC.

EIN 46-4024951-consumer goods-Latest filing 2024
Plans
9
Retirement
5
$754.1M assets
Welfare
4
$7.3M premiums
Participants
8,660
1835 DUEBER AVENUE SW - CANTON, OH 44706330-471-7000metallus.comLinkedIn1001-5000 employeesconsumer goods
Plans on this EIN
9 filings
#002TraditionalDB-$387.3M - 2,177 part#003ESOP-$218.5M - 937 part#004ESOP-$140.8M - 1,456 part#001TraditionalDB-$5.4M - 0 part#007403b-$2.2M - 14 part#501Mixed-$2.1M - 3,804 lives#503Mixed-$1.9M - 3,804 lives#502Mixed-$1.7M - 3,804 lives#504Mixed-$1.6M - 3,804 lives

Retirement portfolio analytics

5 plans aggregated / $754.1M assets / 4,584 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • BARGAINING UNIT PENSION (#002)51%
  • AND INVESTMENT PENSION (#003)29%
  • VOLUNTARY INVESTMENT PENSION (#004)19%
  • CORPORATION RETIREMENT PLAN (#001)1%
  • CERTAIN BARGAINING EES (#007)0%
Total $754.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
52%top
  • (Not disclosed)52%
  • MERRILL LYNCH PIERCE FENNER & SMITH48%
Total $754.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BARGAINING UNIT PENSION (#002)2,177
  • VOLUNTARY INVESTMENT PENSION (#004)1,456
  • AND INVESTMENT PENSION (#003)937
  • CERTAIN BARGAINING EES (#007)14
Total 4,584Click row to drill in

Benefits portfolio analytics

4 plans / $7.3M premiums / 15,216 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$7.0M
  • Long-term disability$3.8M
  • Vision$289K
  • Other$44K
  • Health$246
Total $7.3M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • HARTFORD LIFE AND ACCIDENT96%
  • EYEMED VISION CARE4%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $7.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
  • CUSTOM BENEFIT PROGRAMS INC0%
  • PLANSOURCE BENEFITS ADMINISTRATION0%
Total $457K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

METALLUS INC. BARGAINING UNIT PENSION PLAN

TraditionalDB

Assets$387.3M
Participants2,177
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

METALLUS INC. SAVINGS AND INVESTMENT PENSION PLAN

ESOP

Assets$218.5M
Participants937
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

METALLUS INC. VOLUNTARY INVESTMENT PENSION PLAN

ESOP

Assets$140.8M
Participants1,456
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

TIMKENSTEEL CORPORATION RETIREMENT PLAN

TraditionalDB

Assets$5.4M
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007

METALLUS INC. SAVINGS PLAN FOR CERTAIN BARGAINING EES

403b

Assets$2.2M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

METALLUS INC. WELFARE BENEFIT PLAN FOR EMPLOYEES

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$2.1M
Covered lives3,804
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

METALLUS INC. BARGAINING UNIT WELFARE BENEFIT PLAN FOR EMPLOYEES

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$1.9M
Covered lives3,804
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

METALLUS INC. WELFARE BENEFIT PLAN FOR RETIREES

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$1.7M
Covered lives3,804
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

METALLUS INC. BARGAINING UNIT WELFARE BENEFIT PLAN FOR RETIREES

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$1.6M
Covered lives3,804
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans5

Plan #NameTypeAssetsParticipantsLatest year
002METALLUS INC. BARGAINING UNIT PENSION PLANTraditionalDB$387.3M2,1772024
003METALLUS INC. SAVINGS AND INVESTMENT PENSION PLANESOP$218.5M9372024
004METALLUS INC. VOLUNTARY INVESTMENT PENSION PLANESOP$140.8M1,4562024
001TIMKENSTEEL CORPORATION RETIREMENT PLANTraditionalDB$5.4M02024
007METALLUS INC. SAVINGS PLAN FOR CERTAIN BARGAINING EES403b$2.2M142024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
501METALLUS INC. WELFARE BENEFIT PLAN FOR EMPLOYEESMixedHARTFORD LIFE AND ACCIDENT$2.1M3,8042024
503METALLUS INC. BARGAINING UNIT WELFARE BENEFIT PLAN FOR EMPLOYEESMixedHARTFORD LIFE AND ACCIDENT$1.9M3,8042024
502METALLUS INC. WELFARE BENEFIT PLAN FOR RETIREESMixedHARTFORD LIFE AND ACCIDENT$1.7M3,8042024
504METALLUS INC. BARGAINING UNIT WELFARE BENEFIT PLAN FOR RETIREESMixedHARTFORD LIFE AND ACCIDENT$1.6M3,8042024
Retirement plans
Welfare plans
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