# United Taconite LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/united-taconite-llc-421609118-503

> United Taconite LLC's Health & Welfare plan: 280 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** United Taconite LLC

- **Sponsor EIN:** 421609118

- **Sponsor Address:** 200 PUBLIC SQUARE, SUITE 3300, CLEVELAND, OH, 441142315

- **Plan Type:** Health & Welfare

- **Plan Number:** 503

- **Total Participants:** 280

- **Total Assets:** $23.3M

## 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|280|$23.3M|$0|$1.2M|

| 2023|274|$22.7M|$0|$1.2M|

| 2022|259|$22.1M|$0|$1.4M|

## 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 PRIVATE TRUST COMPANY|Other Service Provider|$46,954|—|$46,954|

| ANTHEM BLUE CROSS BLUE SHIELD|Other Service Provider|$38,098|—|$38,098|

| THE BANK OF NEW YORK MELLON|Custodian / Trustee|$36,663|—|$36,663|

| MEADEN & MOORE LTD.|Auditor|$11,300|—|$11,300|

### 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:** $133,015

- **Estimated Expense Ratio:** 0.571% 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|$134,396|$46,954|$39,479|$11,300|—|

| 2023|$284,013|$64,714|$166,259|$10,700|—|

| 2022|$245,806|$140,483|$105,323|—|—|

## Similar Plans

- [Tilden Mining Company L.C.](https://planprovider.pro/companies/tilden-mining-company-l-c-341804848-501) — 1,584 participants

- [Cleveland-Cliffs INC.](https://planprovider.pro/companies/cleveland-cliffs-inc-attn-kurt-j-holland-401k-plan) — 774 participants

- [The Cleveland-Cliffs Iron Company](https://planprovider.pro/companies/the-cleveland-cliffs-iron-company-plan-020) — 750 participants

- [The Cleveland-Cliffs Iron Company](https://planprovider.pro/companies/the-cleveland-cliffs-iron-company-340677332-504) — 729 participants

- [The Cleveland-Cliffs Iron Company](https://planprovider.pro/companies/the-cleveland-cliffs-iron-company-340677332-501) — 704 participants

- [The Cleveland-Cliffs Iron Company](https://planprovider.pro/companies/the-cleveland-cliffs-iron-company-plan) — 685 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/united-taconite-llc-421609118-503)

© 2026 PlanProvider.Pro