# United States Steel Corporation And Affiliated Cos. Health & Welfare Plan
Source: https://planprovider.pro/companies/united-states-steel-corporation-and-affiliated-cos-251897152-510

> United States Steel Corporation And Affiliated Cos.'s Health & Welfare plan: 13,753 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** United States Steel Corporation And Affiliated Cos.

- **Sponsor EIN:** 251897152

- **Sponsor Address:** 600 GRANT STREET - ROOM 1681, PITTSBURGH, PA, 152192800

- **Plan Type:** Health & Welfare

- **Plan Number:** 510

- **Total Participants:** 13,753

- **Total Assets:** $1.6B

## 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|13,753|$1.6B|$315.6M|$53.3M|

| 2023|13,746|$1.7B|$283.9M|$51.8M|

| 2022|27,302|$1.7B|$42.0M|$39.1M|

## 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|

| LIBERTY LOGISTICS|Other Service Provider|$979,359|—|$979,359|

| NISA INVESTMENT ADVISORS L.L.C.|Investment Advisor|$900,145|—|$900,145|

| ERNST & YOUNG, LLP|Actuary|$516,536|—|$516,536|

| NORTHERN TRUST COMPANY|Custodian / Trustee|$380,663|—|$380,663|

| LEGAL & GENERAL INVESTMENT|Investment Advisor|$374,078|—|$374,078|

| MW POST ADVISORY GROUP LLC|Investment Advisor|$276,330|—|$276,330|

| WALTER SCOTT & PARTNERS LIMITED|Investment Advisor|$273,535|—|$273,535|

| K&L GATES, LLP|ERISA Attorney|$233,540|—|$233,540|

| MFS INSTITUTIONAL ADVISORS|Investment Advisor|$212,302|—|$212,302|

| SCHNEIDER DOWNS CO., INC.|Auditor|$152,999|—|$152,999|

| ARIEL CAPITAL MANAGEMENT, LLC|Investment Advisor|$104,005|—|$104,005|

| KENNEDY CAPITAL MANAGEMENT INC.|Investment Advisor|$88,451|—|$88,451|

| NEPC, LLC|Recordkeeper|$70,117|—|$70,117|

| BLOOMBERG FINANCE L.P.|Other Service Provider|$29,621|—|$29,621|

| EFRONT FINANCIAL SOLUTIONS INC|Investment Advisor|$25,429|—|$25,429|

| EFRONT FINANCIAL SOLUTIONS INC|Investment Advisor|$23,470|—|$23,470|

| CONDUENT HR SERVICES, LLC|Recordkeeper|$21,833|—|$21,833|

| CROWE HORWATH LLC|Other Service Provider|$17,779|—|$17,779|

| AAPRYL, LLC|Investment Advisor|$14,655|—|$14,655|

| EVESTMENT ALLIANCE, LLC|Investment Advisor|$12,913|—|$12,913|

### Verified Provider Profiles

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

- [SCHNEIDER DOWNS CO., INC.](https://planprovider.pro/provider/schneider-downs-and-co-inc) — Auditor

- [NEPC, LLC](https://planprovider.pro/provider/milliman) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $4,707,760

- **Estimated Expense Ratio:** 0.292% 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|$5,115,545|$2,282,158|$656,114|$152,999|—|

| 2023|$4,782,192|$2,310,097|$483,058|—|—|

| 2022|$5,048,410|—|—|—|$5,048,410|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/united-states-steel-corporation-and-affiliated-cos-251897152-510)

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