2023 Form 5500 filing — Amphenol Corporation 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 20241007150437NAL0007705523001) for Amphenol Corporation Master Trust, reported by Amphenol Corporation & Affiliated Companies under EIN 22-2785165 and plan number 099. 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
- 20241007150437NAL0007705523001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Amphenol Corporation & Affiliated Companies
- EIN
- 22-2785165
- Plan number
- 099
- Location
- Wallingford, CT
- 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)
- $395,940,681
- Total liabilities (EOY)
- $627,842
- Net assets (EOY)
- $395,312,839
- Total income / additions
- $36,031,225
- Benefits paid
- $0
- Administrative expenses
- $1,996,587
- Total expenses
- $1,996,587
- Net increase / (decrease)
- $34,034,638
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | INVESTMENT MANAGER | $327,293 | $0 |
| Hooker & Holcombe, Inc. | NONE | $243,025 | not reported in the loaded dataset |
| Northern Trust | INVESTMENT MANAGER | $230,465 | $0 |
| Nepc, LLC | CONSULTING (GENERAL) | $220,500 | not reported in the loaded dataset |
| Mondrian Investment Partners Ltd | INVESTMENT MANAGER | $154,065 | not reported in the loaded dataset |
| Legal & General Investment | INVESTMENT MANAGER | $137,896 | not reported in the loaded dataset |
| Loomis Sayles | INVESTMENT MANAGER | $83,979 | $0 |
| Clifton Larson Allen Llp | ACCOUNTANT | $71,050 | not reported in the loaded dataset |