Plan5500

A. O. Smith Corporation Master Trust — 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, A. O. Smith Corporation Master Trust is a benefit plan reported by A. O. Smith Corporation under EIN 39-1396239 and plan number 014. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $563,119,347 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
A. O. Smith Corporation
EIN
39-1396239
Plan number
014
Plan type
4
Location
Milwaukee, WI
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$563,119,347

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20240731103128NAL0022080209003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$563,119,347
Net assets (EOY)
$563,119,347
Net assets (BOY)
$493,557,167

Income & contributions

Total income / additions
$75,887,840

Expenses & distributions

Administrative expenses
$434,264
Total expenses
$434,264
Net increase / (decrease)
$75,453,576

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Matrix Trust CompanyNONE$336,464$02023
Marquette AssociatesNONE$76,500not reported in the loaded dataset2023
Reilly, Penner & Benton LlpNONE$21,300not reported in the loaded dataset2023

Related Form 5500 pages