2023 Form 5500 filing — Emerson Electric Co Retirement 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 20240715112732NAL0000803827001) for Emerson Electric Co Retirement Master Trust, reported by Emerson Electric Company under EIN 43-0259330 and plan number 121. 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
- 20240715112732NAL0000803827001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Emerson Electric Company
- EIN
- 43-0259330
- Plan number
- 121
- Location
- Saint Louis, MO
- 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)
- $3,772,729,957
- Total liabilities (EOY)
- $199,314,345
- Net assets (EOY)
- $3,573,415,612
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $251,059,233
- Benefits paid
- $0
- Administrative expenses
- $20,819,331
- Total expenses
- $20,819,331
- Net increase / (decrease)
- $230,239,902
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson | NONE | $5,934,818 | not reported in the loaded dataset |
| Pacific Investment Mgmt Company | NONE | $1,566,521 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $1,363,867 | not reported in the loaded dataset |
| Western Asset Management Company | NONE | $714,286 | not reported in the loaded dataset |
| Reams Asset Managemet | NONE | $709,405 | not reported in the loaded dataset |
| Boston Partners | NONE | $528,950 | not reported in the loaded dataset |
| Federated Investors, Inc. | NONE | $476,849 | not reported in the loaded dataset |
| Capital Guardian Trust Company | NONE | $468,261 | not reported in the loaded dataset |
| Causeway Capital Management LLC | NONE | $461,933 | not reported in the loaded dataset |
| Jp Morgan Strategic | NONE | $456,403 | not reported in the loaded dataset |
| Primecap Management Co. | NONE | $427,524 | not reported in the loaded dataset |
| Sands Capital Management, LLC | NONE | $356,995 | not reported in the loaded dataset |
| Wellington Management Co. Llp | NONE | $338,869 | not reported in the loaded dataset |
| Baillie Gifford Overseas Limited | NONE | $315,759 | not reported in the loaded dataset |
| Jacobs Levy Equity Management Inc. | NONE | $309,563 | not reported in the loaded dataset |
| Wasatch Advisors | NONE | $229,207 | not reported in the loaded dataset |
| Lsv Asset Management | NONE | $156,742 | not reported in the loaded dataset |
| Captrust Advisors | NONE | $150,000 | not reported in the loaded dataset |
| Bryan Cave Leighton Paisner Llp | NONE | $122,011 | not reported in the loaded dataset |
| Blackrock | NONE | $120,834 | not reported in the loaded dataset |
| Grant Thornton Llp | NONE | $115,650 | not reported in the loaded dataset |
| State Street Bank & Trust Co. | NONE | $92,857 | not reported in the loaded dataset |
| Cai Casualty Actuaries | NONE | $45,570 | not reported in the loaded dataset |
| Rubin Brown Llp | NONE | $38,900 | not reported in the loaded dataset |
| Principal Life Insurance Company | NONE | $18,469 | not reported in the loaded dataset |
| Dataserv | NONE | $14,323 | not reported in the loaded dataset |
| Davis Mendel & Regenstein Inc. | NONE | $12,180 | not reported in the loaded dataset |
| K.P.A. Advisory Services | NONE | $11,000 | not reported in the loaded dataset |
| Dla Piper Llp (Us) | NONE | $7,821 | not reported in the loaded dataset |
| Assoc. For Financial Professionals | NONE | $6,495 | not reported in the loaded dataset |