The Waters Employee Investment Plan — Form 5500 plan (Waters Technologies Corporation)

Plain-English plan 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, The Waters Employee Investment Plan is a benefit plan reported by Waters Technologies Corporation under EIN 04-3234558 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,378 participants and $1,134,522,555 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Waters Technologies Corporation
EIN
04-3234558
Plan number
002
Plan type
2
Location
Milford, MA
Latest filing year
2023
Participants
4,378
End-of-year plan assets
$1,134,522,555

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,378H, C20241002131254NAL0004814483001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,134,522,555
Total liabilities (EOY)
$0
Net assets (EOY)
$1,134,522,555
Net assets (BOY)
$981,819,240

Income & contributions

Employer contributions
$21,201,537
Participant contributions
$35,367,158
Total contributions
$65,976,833
Total income / additions
$243,448,076

Expenses & distributions

Benefits paid
$109,610,166
Administrative expenses
$486,979
Total expenses
$110,116,186
Net increase / (decrease)
$133,331,890

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalNONE$377,092$02023
Strategic Advisors, Inc.NONE$109,887$02023

Related Form 5500 pages