Plan5500

American Water Heater Company Pension Plan For The Johnson City, Tennessee Manufacturing Bargaining Unit — Form 5500 plan (A.O. Smith 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, American Water Heater Company Pension Plan For The Johnson City, Tennessee Manufacturing Bargaining Unit is a benefit plan reported by A.O. Smith Corporation under EIN 39-0619790 and plan number 019. The latest loaded filing year is 2023. The filing reports 784 participants and $20,276,798 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
A.O. Smith Corporation
EIN
39-0619790
Plan number
019
Plan type
2
Location
Milwaukee, WI
Latest filing year
2023
Participants
784
End-of-year plan assets
$20,276,798

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023784H, C20241015095426NAL0014351043003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,276,798
Net assets (EOY)
$20,276,798
Net assets (BOY)
$19,773,386

Income & contributions

Total income / additions
$995,486

Expenses & distributions

Benefits paid
$184,241
Administrative expenses
$307,833
Total expenses
$492,074
Net increase / (decrease)
$503,412

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Aon Consulting, Inc.UNRELATED$104,822not reported in the loaded dataset2023
Marquette AssociatesUNRELATED$35,000not reported in the loaded dataset2023
A.O. Smith CorporationPLAN SPONSOR$32,840$02023
Sun Life Capital Management U.S.UNRELATED$25,059$02023
Nvng Investment AdvisorsUNRELATED$22,278$02023
Foley & LardnerUNRELATED$6,775not reported in the loaded dataset2023
Automatic Data ProcessingUNRELATED$5,987not reported in the loaded dataset2023

Related Form 5500 pages