Albemarle Corporation Retirement Savings Plan — Form 5500 plan (Albemarle 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, Albemarle Corporation Retirement Savings Plan is a benefit plan reported by Albemarle Corporation under EIN 54-1692118 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,574 participants and $898,340,316 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Albemarle Corporation
- EIN
- 54-1692118
- Plan number
- 002
- Plan type
- 2
- Location
- Charlotte, NC
- Latest filing year
- 2023
- Participants
- 3,574
- End-of-year plan assets
- $898,340,316
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,574 | H, C | 20241014175721NAL0047082768001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $898,340,316
- Total liabilities (EOY)
- $117,706
- Net assets (EOY)
- $898,222,610
- Net assets (BOY)
- $852,154,226
Income & contributions
- Employer contributions
- $40,769,126
- Participant contributions
- $36,460,812
- Total contributions
- $77,229,938
- Total income / additions
- $142,632,244
Expenses & distributions
- Benefits paid
- $96,054,308
- Administrative expenses
- $475,427
- Total expenses
- $96,563,860
- Net increase / (decrease)
- $46,068,384
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $268,762 | $0 | 2023 |
| Rocaton Investment Advisor, LLC | INVESTMENT ADVISORY | $143,039 | not reported in the loaded dataset | 2023 |
| Kelley Drye & Warren Llp | LEGAL COUNSEL | $63,626 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Albemarle Corporation
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Charlotte, NC
- Merrill Lynch, Pierce, Fenner And S — Schedule C compensation
- Rocaton Investment Advisor, LLC — Schedule C compensation
- Kelley Drye & Warren Llp — Schedule C compensation