# Cleveland-Cliffs INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/cleveland-cliffs-inc-341464672-507

> Cleveland-Cliffs INC.'s Health & Welfare plan: 569 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cleveland-Cliffs INC.

- **Sponsor EIN:** 341464672

- **Sponsor Address:** 200 PUBLIC SQUARE, CLEVELAND, OH, 44114

- **Plan Type:** Health & Welfare

- **Plan Number:** 507

- **Total Participants:** 569

- **Total Assets:** $56.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|569|$56.4M|$0|$1.3M|

| 2023|565|$56.6M|$0|$1.6M|

| 2022|564|$53.6M|$0|$2.7M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| SEI INVESTMENT MANAGEMENT CORP|Other Service Provider|$77,319|—|$77,319|

| THE BANK OF NEW YORK MELLON|Other Service Provider|$73,215|—|$73,215|

| ANTHEM BLUE CROSS BLUE SHIELD|Other Service Provider|$51,349|—|$51,349|

| EXPRESS SCRIPTS|Other Service Provider|$28,713|—|$28,713|

| MEADEN & MOORE, LTD.|Auditor|$16,850|—|$16,850|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MEADEN & MOORE, LTD.](https://planprovider.pro/provider/meaden-and-moore-ltd) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $247,446

- **Estimated Expense Ratio:** 0.439% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$248,391|$73,215|$80,062|$16,850|—|

| 2023|$249,651|—|$111,633|$15,750|—|

| 2022|$525,057|$82,261|$428,146|—|$14,650|

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