2023 Form 5500 filing — Ametek, Inc. Employees' Master Retirement 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 20241010161550NAL0036395088001) for Ametek, Inc. Employees' Master Retirement Trust, reported by Ametek, Inc. under EIN 14-1682544 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
- 20241010161550NAL0036395088001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Ametek, Inc.
- EIN
- 14-1682544
- Plan number
- 060
- Location
- Berwyn, PA
- 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)
- $606,976,023
- Total liabilities (EOY)
- $7,089,924
- Net assets (EOY)
- $599,886,099
- Total income / additions
- $80,927,030
- Benefits paid
- $0
- Administrative expenses
- $1,027,228
- Total expenses
- $1,027,228
- Net increase / (decrease)
- $79,899,802
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Silchester International Investors | NONE | $586,315 | $0 |
| The Bny Mellon Employees Benef | NONE | $347,506 | $0 |
| Global Trust Company | NONE | $261,106 | $0 |
| Bank Of New York Mellon | NONE | $244,114 | $0 |
| T. Rowe Price | NONE | $150,392 | not reported in the loaded dataset |
| Ernst & Young Llp | NONE | $144,050 | not reported in the loaded dataset |
| Nepc, LLC | NONE | $136,033 | not reported in the loaded dataset |
| Income Research & Management | NONE | $115,480 | not reported in the loaded dataset |
| Gamco Asset Management, Inc | NONE | $33,422 | not reported in the loaded dataset |