2023 Form 5500 filing — Savings Plans Master Trust For Alcoa Usa Corp.
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 20241010151950NAL0010180979002) for Savings Plans Master Trust For Alcoa Usa Corp., reported by Alcoa Usa Corp. under EIN 37-1808900 and plan number 102. 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
- 20241010151950NAL0010180979002
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Alcoa Usa Corp.
- EIN
- 37-1808900
- Plan number
- 102
- Location
- Pittsburgh, PA
- 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)
- $625,420,788
- Total liabilities (EOY)
- -$101,821
- Net assets (EOY)
- $625,522,609
- Total income / additions
- $91,600,735
- Administrative expenses
- $1,903,011
- Total expenses
- $1,903,011
- Net increase / (decrease)
- $89,697,724
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alight Solutions LLC | RECORDKEEPING | $696,616 | $0 |
| Bank Of New York Mellon | TRUSTEE/INV. MGMT | $562,112 | $0 |
| Alight Financial Advisors | PARTICIPANT INV ADVISORS | $515,121 | not reported in the loaded dataset |
| Fidelity Management Trust | INVESTMENT MGMT | $58,056 | not reported in the loaded dataset |
| Jp Morgan Chase Bank | OTHER | $20,511 | not reported in the loaded dataset |
| Nationwide Life Insurance Co | OTHER | $18,988 | not reported in the loaded dataset |
| Prudential Insurance | OTHER | $15,964 | not reported in the loaded dataset |
| Pacific Life Investment Mgmt | OTHER | $14,307 | not reported in the loaded dataset |
| American General Life | OTHER | $12,728 | not reported in the loaded dataset |
| Monumental Life Insurance | OTHER | $12,111 | not reported in the loaded dataset |
| Metropolitan Life Insurance | OTHER | $11,915 | not reported in the loaded dataset |
| The Lincoln National Life | OTHER | $7,263 | not reported in the loaded dataset |
| Mass Mutual Life | OTHER | $6,060 | not reported in the loaded dataset |