2023 Form 5500 filing — A O Smith Retirement Plan
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 20241015095426NAL0014351043002) for A O Smith Retirement Plan, reported by A. O. Smith Corporation under EIN 39-0619790 and plan number 001. It reports 6,926 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015095426NAL0014351043002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- A. O. Smith Corporation
- EIN
- 39-0619790
- Plan number
- 001
- Location
- Milwaukee, WI
- Participants
- 6,926
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,766,545
- Net assets (EOY)
- $22,766,545
- Total income / additions
- $12,308,975
- Benefits paid
- $8,406,966
- Administrative expenses
- $6,324,665
- Total expenses
- $14,731,631
- Net increase / (decrease)
- -$2,422,656
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Consulting, Inc | UNRELATED | $497,825 | not reported in the loaded dataset |
| Foley & Larder | UNRELATED | $118,320 | $0 |
| Marquette Associates | UNRELATED | $100,500 | not reported in the loaded dataset |
| Legal & General Invt Mgmt | UNRELATED | $89,916 | not reported in the loaded dataset |
| A.O. Smith Corporation | PLAN SPONSOR | $88,013 | not reported in the loaded dataset |
| Us Bank | TRUSTEE | $40,469 | not reported in the loaded dataset |
| Nisa Investment Advisors, LLC | UNRELATED | $39,674 | not reported in the loaded dataset |
| Naviantgroup, LLC | UNRELATED | $34,631 | not reported in the loaded dataset |
| Automatic Data Processing | UNRELATED | $19,893 | not reported in the loaded dataset |
| Burton & Mayer | UNRELATED | $8,975 | not reported in the loaded dataset |