401k Plan data: PENSION PLAN FOR HOURLY AND BARGAINING UNIT EMPLOYEES OF ARCELORMITTAL USA RESEARCH LLC plan

PENSION PLAN FOR HOURLY AND BARGAINING UNIT EMPLOYEES OF ARCELORMITTAL USA RESEARCH LLC 401k Plan overview

Plan Name	PENSION PLAN FOR HOURLY AND BARGAINING UNIT EMPLOYEES OF ARCELORMITTAL USA RESEARCH LLC
Plan identification number	002

PENSION PLAN FOR HOURLY AND BARGAINING UNIT EMPLOYEES OF ARCELORMITTAL USA RESEARCH LLC Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily flat dollar (includes dollars per year of service)
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ARCELORMITTAL SALES & ADMINISTRATION LLC has sponsored the creation of one or more 401k plans.

Company Name: ARCELORMITTAL SALES & ADMINISTRATION LLC

Employer identification number (EIN): 853613331

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR HOURLY AND BARGAINING UNIT EMPLOYEES OF ARCELORMITTAL USA RESEARCH LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-12-09

Plan Statistics for PENSION PLAN FOR HOURLY AND BARGAINING UNIT EMPLOYEES OF ARCELORMITTAL USA RESEARCH LLC

401k plan membership statisitcs for PENSION PLAN FOR HOURLY AND BARGAINING UNIT EMPLOYEES OF ARCELORMITTAL USA RESEARCH LLC

Measure Date Value
2023: PENSION PLAN FOR HOURLY AND BARGAINING UNIT EMPLOYEES OF ARCELORMITTAL USA RESEARCH LLC 2023 401k membership
Total participants, beginning-of-year 2023-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 20
Number of retired or separated participants receiving benefits 2023-01-01 3
Number of other retired or separated participants entitled to future benefits 2023-01-01 1
Total of all active and inactive participants 2023-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 24
Number of participants with account balances 2023-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: PENSION PLAN FOR HOURLY AND BARGAINING UNIT EMPLOYEES OF ARCELORMITTAL USA RESEARCH LLC 2022 401k membership
Market value of plan assets 2022-12-31 9,489,541
Acturial value of plan assets 2022-12-31 9,502,638
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 271,979
Number of terminated vested participants 2022-12-31 0
Fundng target for terminated vested participants 2022-12-31 0
Active participant vested funding target 2022-12-31 4,615,227
Number of active participants 2022-12-31 23
Total funding liabilities for active participants 2022-12-31 5,033,428
Total participant count 2022-12-31 24
Total funding target for all participants 2022-12-31 5,305,407
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 0
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 0
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 238,346
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
Total participants, beginning-of-year 2022-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 21
Number of retired or separated participants receiving benefits 2022-01-01 3
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: PENSION PLAN FOR HOURLY AND BARGAINING UNIT EMPLOYEES OF ARCELORMITTAL USA RESEARCH LLC 2021 401k membership
Market value of plan assets 2021-12-31 9,061,809
Acturial value of plan assets 2021-12-31 8,990,481
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 0
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 4,827,467
Number of active participants 2021-12-31 24
Total funding liabilities for active participants 2021-12-31 5,258,022
Total participant count 2021-12-31 24
Total funding target for all participants 2021-12-31 5,258,022
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 0
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 0
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 223,563
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
Total participants, beginning-of-year 2021-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 23
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: PENSION PLAN FOR HOURLY AND BARGAINING UNIT EMPLOYEES OF ARCELORMITTAL USA RESEARCH LLC 2020 401k membership
Market value of plan assets 2020-12-31 8,922,616
Acturial value of plan assets 2020-12-31 8,922,616
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 4,713,153
Number of active participants 2020-12-31 24
Total funding liabilities for active participants 2020-12-31 5,133,381
Total participant count 2020-12-31 24
Total funding target for all participants 2020-12-31 5,133,381
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 0
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 0
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 13,594
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
Total participants, beginning-of-year 2020-12-09 0
Total number of active participants reported on line 7a of the Form 5500 2020-12-09 24
Number of retired or separated participants receiving benefits 2020-12-09 0
Number of other retired or separated participants entitled to future benefits 2020-12-09 0
Total of all active and inactive participants 2020-12-09 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-12-09 0
Total participants 2020-12-09 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-12-09 0

Measure	Date	Value
2023: PENSION PLAN FOR HOURLY AND BARGAINING UNIT EMPLOYEES OF ARCELORMITTAL USA RESEARCH LLC 2023 401k membership
Total participants, beginning-of-year	2023-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	20
Number of retired or separated participants receiving benefits	2023-01-01	3
Number of other retired or separated participants entitled to future benefits	2023-01-01	1
Total of all active and inactive participants	2023-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	24
Number of participants with account balances	2023-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: PENSION PLAN FOR HOURLY AND BARGAINING UNIT EMPLOYEES OF ARCELORMITTAL USA RESEARCH LLC 2022 401k membership
Market value of plan assets	2022-12-31	9,489,541
Acturial value of plan assets	2022-12-31	9,502,638
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	271,979
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	4,615,227
Number of active participants	2022-12-31	23
Total funding liabilities for active participants	2022-12-31	5,033,428
Total participant count	2022-12-31	24
Total funding target for all participants	2022-12-31	5,305,407
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	0
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	0
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	238,346
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
Total participants, beginning-of-year	2022-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	21
Number of retired or separated participants receiving benefits	2022-01-01	3
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: PENSION PLAN FOR HOURLY AND BARGAINING UNIT EMPLOYEES OF ARCELORMITTAL USA RESEARCH LLC 2021 401k membership
Market value of plan assets	2021-12-31	9,061,809
Acturial value of plan assets	2021-12-31	8,990,481
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	4,827,467
Number of active participants	2021-12-31	24
Total funding liabilities for active participants	2021-12-31	5,258,022
Total participant count	2021-12-31	24
Total funding target for all participants	2021-12-31	5,258,022
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	0
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	0
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	223,563
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
Total participants, beginning-of-year	2021-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	23
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: PENSION PLAN FOR HOURLY AND BARGAINING UNIT EMPLOYEES OF ARCELORMITTAL USA RESEARCH LLC 2020 401k membership
Market value of plan assets	2020-12-31	8,922,616
Acturial value of plan assets	2020-12-31	8,922,616
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	4,713,153
Number of active participants	2020-12-31	24
Total funding liabilities for active participants	2020-12-31	5,133,381
Total participant count	2020-12-31	24
Total funding target for all participants	2020-12-31	5,133,381
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	0
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	0
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	13,594
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
Total participants, beginning-of-year	2020-12-09	0
Total number of active participants reported on line 7a of the Form 5500	2020-12-09	24
Number of retired or separated participants receiving benefits	2020-12-09	0
Number of other retired or separated participants entitled to future benefits	2020-12-09	0
Total of all active and inactive participants	2020-12-09	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-12-09	0
Total participants	2020-12-09	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-12-09	0

Financial Data on PENSION PLAN FOR HOURLY AND BARGAINING UNIT EMPLOYEES OF ARCELORMITTAL USA RESEARCH LLC

Measure	Date	Value
2023 : PENSION PLAN FOR HOURLY AND BARGAINING UNIT EMPLOYEES OF ARCELORMITTAL USA RESEARCH LLC 2023 401k financial data
Total income from all sources	2023-12-31	$437,975
Expenses. Total of all expenses incurred	2023-12-31	$95,974
Benefits paid (including direct rollovers)	2023-12-31	$95,974
Total plan assets at end of year	2023-12-31	$7,800,534
Total plan assets at beginning of year	2023-12-31	$7,458,533
Value of fidelity bond covering the plan	2023-12-31	$75,000,000
Other income received	2023-12-31	$437,975
Net income (gross income less expenses)	2023-12-31	$342,001
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$7,800,534
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$7,458,533
2022 : PENSION PLAN FOR HOURLY AND BARGAINING UNIT EMPLOYEES OF ARCELORMITTAL USA RESEARCH LLC 2022 401k financial data
Total income from all sources	2022-12-31	$-1,953,597
Expenses. Total of all expenses incurred	2022-12-31	$75,401
Benefits paid (including direct rollovers)	2022-12-31	$75,401
Total plan assets at end of year	2022-12-31	$7,458,533
Total plan assets at beginning of year	2022-12-31	$9,487,531
Value of fidelity bond covering the plan	2022-12-31	$75,000,000
Other income received	2022-12-31	$-1,953,597
Net income (gross income less expenses)	2022-12-31	$-2,028,998
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$7,458,533
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$9,487,531
2021 : PENSION PLAN FOR HOURLY AND BARGAINING UNIT EMPLOYEES OF ARCELORMITTAL USA RESEARCH LLC 2021 401k financial data
Total income from all sources	2021-12-31	$445,813
Expenses. Total of all expenses incurred	2021-12-31	$20,091
Benefits paid (including direct rollovers)	2021-12-31	$20,091
Total plan assets at end of year	2021-12-31	$9,487,531
Total plan assets at beginning of year	2021-12-31	$9,061,809
Value of fidelity bond covering the plan	2021-12-31	$75,000,000
Other income received	2021-12-31	$445,813
Net income (gross income less expenses)	2021-12-31	$425,722
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$9,487,531
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$9,061,809
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : PENSION PLAN FOR HOURLY AND BARGAINING UNIT EMPLOYEES OF ARCELORMITTAL USA RESEARCH LLC 2020 401k financial data
Transfers to/from the plan	2020-12-31	$8,922,616
Total income from all sources	2020-12-31	$139,193
Expenses. Total of all expenses incurred	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$9,061,809
Total plan assets at beginning of year	2020-12-31	$0
Value of fidelity bond covering the plan	2020-12-31	$75,000,000
Other income received	2020-12-31	$139,193
Net income (gross income less expenses)	2020-12-31	$139,193
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$9,061,809
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0

Form 5500 Responses for PENSION PLAN FOR HOURLY AND BARGAINING UNIT EMPLOYEES OF ARCELORMITTAL USA RESEARCH LLC

2023: PENSION PLAN FOR HOURLY AND BARGAINING UNIT EMPLOYEES OF ARCELORMITTAL USA RESEARCH LLC 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: PENSION PLAN FOR HOURLY AND BARGAINING UNIT EMPLOYEES OF ARCELORMITTAL USA RESEARCH LLC 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PENSION PLAN FOR HOURLY AND BARGAINING UNIT EMPLOYEES OF ARCELORMITTAL USA RESEARCH LLC 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PENSION PLAN FOR HOURLY AND BARGAINING UNIT EMPLOYEES OF ARCELORMITTAL USA RESEARCH LLC 2020 form 5500 responses
2020-12-09	Type of plan entity	Single employer plan
2020-12-09	First time form 5500 has been submitted	Yes
2020-12-09	Submission has been amended	Yes
2020-12-09	This submission is the final filing	No
2020-12-09	This return/report is a short plan year return/report (less than 12 months)	Yes
2020-12-09	Plan is a collectively bargained plan	No
2020-12-09	Plan funding arrangement – Trust	Yes
2020-12-09	Plan benefit arrangement - Trust	Yes

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Company Name:	ARCELORMITTAL SALES & ADMINISTRATION LLC
Employer identification number (EIN):	853613331