Amphenol Corporation Master Trust — Form 5500 plan (Amphenol Corporation & Affiliated Companies)
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, Amphenol Corporation Master Trust is a benefit plan reported by Amphenol Corporation & Affiliated Companies under EIN 22-2785165 and plan number 099. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $395,940,681 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Amphenol Corporation & Affiliated Companies
- EIN
- 22-2785165
- Plan number
- 099
- Plan type
- 4
- Location
- Wallingford, CT
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $395,940,681
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241007150437NAL0007705523001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $395,940,681
- Total liabilities (EOY)
- $627,842
- Net assets (EOY)
- $395,312,839
- Net assets (BOY)
- $388,948,362
Income & contributions
- Total contributions
- $0
- Total income / additions
- $36,031,225
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $1,996,587
- Total expenses
- $1,996,587
- Net increase / (decrease)
- $34,034,638
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | INVESTMENT MANAGER | $327,293 | $0 | 2023 |
| Hooker & Holcombe, Inc. | NONE | $243,025 | not reported in the loaded dataset | 2023 |
| Northern Trust | INVESTMENT MANAGER | $230,465 | $0 | 2023 |
| Nepc, LLC | CONSULTING (GENERAL) | $220,500 | not reported in the loaded dataset | 2023 |
| Mondrian Investment Partners Ltd | INVESTMENT MANAGER | $154,065 | not reported in the loaded dataset | 2023 |
| Legal & General Investment | INVESTMENT MANAGER | $137,896 | not reported in the loaded dataset | 2023 |
| Loomis Sayles | INVESTMENT MANAGER | $83,979 | $0 | 2023 |
| Clifton Larson Allen Llp | ACCOUNTANT | $71,050 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Amphenol Corporation & Affiliated Companies
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Wallingford, CT
- Fidelity Investments Institutional — Schedule C compensation
- Hooker & Holcombe, Inc. — Schedule C compensation
- Northern Trust — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Mondrian Investment Partners Ltd — Schedule C compensation
- Legal & General Investment — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- Clifton Larson Allen Llp — Schedule C compensation