2023 Form 5500 filing — Imerys Usa, Inc. Master Trust
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 20241011151150NAL0022171297001) for Imerys Usa, Inc. Master Trust, reported by Imerys Usa, Inc. under EIN 20-3617354 and plan number 001. It reports 0 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011151150NAL0022171297001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Imerys Usa, Inc.
- EIN
- 20-3617354
- Plan number
- 001
- Location
- Roswell, GA
- Participants
- 0
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $154,424,126
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $154,424,126
- Employer contributions
- $13,200,000
- Total income / additions
- $29,628,167
- Benefits paid
- $14,810,032
- Administrative expenses
- $984,818
- Total expenses
- $15,794,850
- Net increase / (decrease)
- $13,833,317
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer | NONE | $764,105 | not reported in the loaded dataset |
| Schwab Retirement Plan Services Inc | NONE | $507,709 | not reported in the loaded dataset |
| Mercer Investments | NONE | $419,117 | not reported in the loaded dataset |
| Alston & Bird LLC | NONE | $48,697 | not reported in the loaded dataset |
| Warren Averett, LLC | NONE | $44,500 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $5,058 | not reported in the loaded dataset |