Form 5500 · Employee benefit plan · CLEVELAND, OH
HYSTER-YALE MATERIALS HANDLING, INC.
The filing calls this plan HYSTER-YALE MATERIALS HANDLING, INC. INSURED WELFARE BENEFIT PLAN.
Public Form 5500 records show how HYSTER-YALE MATERIALS HANDLING, INC. of CLEVELAND, OH, a manufacturing employer, structures its employee benefits. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 93-0160700 · plan 546 · plan year 2024, filed Oct 15, 2025
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How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
2 contracts on this filing do not say which benefits they cover, so a line above may be insured by one of them.
Also declared: death benefits.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 3 insured contracts covering life and disability; the largest, with UNUM LIFE INSURANCE COMPANY OF AMERICA, covers 3,478 people.
The filing declares life, disability and health. Health appears with no insured contract on Schedule A. That coverage may be self-funded, placed with a carrier that is not on this filing, or written on one of the 2 contracts here that do not say what they cover.
Reported premium is $2,971,326; the filing discloses no broker commission on these contracts.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
USI INSURANCE SERVICES LLC is the broker of record on 2 of the 3 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 3,478 | Jan 1, 2025 | $2,631,235 | $0 |
| UNUM INSURANCE COMPANY | — | 978 | Jan 1, 2025 | $327,822 | $0 |
| ZURICH AMERICAN INSURANCE COMPANY | — | 3,478 | Apr 1, 2024 | $12,269 | $0 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Reported to OSHA
Reported to OSHA for 2025: 1,945 employees, 14 recordable cases, 103 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
Other plans filed by this employer
How this plan compares
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