2023 Form 5500 filing — Allegheny Technologies Incorporated Master Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240711074541NAL0009163299001) for Allegheny Technologies Incorporated Master Trust, reported by Allegheny Technologies Incorporated under EIN 25-1792394 and plan number 060. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240711074541NAL0009163299001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Allegheny Technologies Incorporated
- EIN
- 25-1792394
- Plan number
- 060
- Location
- Dallas, TX
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,151,707,291
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,151,707,291
- Total income / additions
- $168,322,230
- Benefits paid
- $0
- Administrative expenses
- $1,077,220
- Total expenses
- $1,077,220
- Net increase / (decrease)
- $167,245,010
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alight Solutions LLC | RECORDKEEPER | $1,021,473 | $0 |
| Bny Mellon Asset Management | INVESTMENT MANAGEMENT | $165,725 | not reported in the loaded dataset |
| Cambridge Associates LLC | INVESTMENT ADVISOR (PLAN | $100,000 | not reported in the loaded dataset |
| Benefit Trust Company | TRUSTEE | $13,352 | not reported in the loaded dataset |
| Alight Financial Solutions, LLC | BROKER | $0 | $8,681 |
| Pershing LLC | BROKERAGE WINDOW | $0 | $5,773 |