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: DB
- Total Participants: 2,586
- Total Assets: $4.3B
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 | 2,586 | $4.3B | $0 | $0 |
| 2023 | 2,959 | $4.3B | $0 | $0 |
| 2022 | 3,317 | $4.3B | $0 | $0 |
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 |
|---|---|---|---|---|
| EVOLUTION CREDIT OPPORTUNITY FUND | Investment Advisor | $1,937,857 | — | $1,937,857 |
| RECP FUND IV, LP | Investment Advisor | $165,971 | — | $165,971 |
| SRE OPPORTUNITY FUND IV, LP | Investment Advisor | $132,455 | — | $132,455 |
| ROCKPOINT REAL ESTATE FUND V LP | Investment Advisor | $91,871 | — | $91,871 |
| RESOLUTION REAL ESTATE FUND IV | Investment Advisor | $83,166 | — | $83,166 |
| HATTERAS VENTURE PARTNERS VI LP | Investment Advisor | $74,320 | — | $74,320 |
| RECP FUND III, LP | Investment Advisor | $22,806 | — | $22,806 |
| EVOLUTION CREDIT PARTNERS TRADE | Investment Advisor | $13,663 | — | $13,663 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,522,109
- Estimated Expense Ratio: 0.059% 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 | $18,594,698 | $11,020,939 | $1,529,208 | — | — |
| 2023 | $36,905,969 | $11,619,899 | $1,582,906 | — | — |
| 2022 | $15,281,261 | $2,984,194 | — | — | — |