2023 Form 5500 filing — Albemarle Corporation Master Trust For Designated Employee Benefit Plans Of Albemarle Corporation And Affiliates
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241010130317NAL0021009441003) for Albemarle Corporation Master Trust For Designated Employee Benefit Plans Of Albemarle Corporation And Affiliates, reported by Albemarle Corporation under EIN 54-1692118 and plan number 012. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010130317NAL0021009441003
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Albemarle Corporation
- EIN
- 54-1692118
- Plan number
- 012
- Location
- Charlotte, NC
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $489,230,277
- Total liabilities (EOY)
- $3,352,416
- Net assets (EOY)
- $485,877,861
- Total income / additions
- $58,891,024
- Administrative expenses
- $4,473,662
- Total expenses
- $4,473,662
- Net increase / (decrease)
- $54,417,362
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pension Benefit Guaranty Corp | NONE | $2,615,320 | not reported in the loaded dataset |
| Sei Investments | NONE | $957,208 | not reported in the loaded dataset |
| Merrill Lynch Pierce Fenner Smith I | NONE | $396,826 | not reported in the loaded dataset |
| Kelley, Drye, & Warren Ptn. | NONE | $197,569 | not reported in the loaded dataset |
| Milliman Usa | NONE | $184,550 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $122,190 | not reported in the loaded dataset |