2023 Form 5500 filing — Allegheny Technologies Incorporated Master Pension 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 20241011085309NAL0022444833001) for Allegheny Technologies Incorporated Master Pension Trust, reported by Ati Inc. under EIN 25-6224599 and plan number 040. 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
- 20241011085309NAL0022444833001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Ati Inc.
- EIN
- 25-6224599
- Plan number
- 040
- Location
- Pittsburgh, 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)
- $292,777,773
- Total liabilities (EOY)
- $1,917,004
- Net assets (EOY)
- $290,860,769
- Total income / additions
- -$48,604,556
- Benefits paid
- $0
- Administrative expenses
- $10,991,378
- Total expenses
- $10,991,378
- Net increase / (decrease)
- -$59,595,934
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Arrowstreet Intl Equity Acwi Ex Us | NONE | $597,847 | not reported in the loaded dataset |
| Blackstone Tactical Opportunities F | NONE | $0 | $575,939 |
| Hs Management Partners LLC | NONE | $441,999 | $0 |
| Vaughan Nelson Inv Mgmt Lp | NONE | $438,938 | $0 |
| Legal And General Investment Mgmt | NONE | $359,286 | not reported in the loaded dataset |
| Burgundy Asset Management Ltd. | NONE | $324,167 | not reported in the loaded dataset |
| Glendn Opportunities Fund Ii Feede | NONE | $300,813 | not reported in the loaded dataset |
| Peak Rock Capital Fund Iii-A Lp | NONE | $253,900 | not reported in the loaded dataset |
| Hengistbury Fund Limited | NONE | $195,656 | not reported in the loaded dataset |
| Marathon Asset Management Llp | NONE | $170,064 | not reported in the loaded dataset |
| Antin Infrastructure Partners | NONE | $143,728 | not reported in the loaded dataset |
| Lba Logistics Value Fund Ix L.P. | NONE | $0 | $112,500 |
| Legal And General Investment Mgmt | NONE | $98,860 | not reported in the loaded dataset |
| Parametric | NONE | $72,097 | not reported in the loaded dataset |
| Legal And General Investment Mgmt | NONE | $70,596 | not reported in the loaded dataset |
| Level Equity Growth Partners V, L.P | NONE | $62,459 | not reported in the loaded dataset |
| Blackstone Real Estate Partners Eur | NONE | $0 | $51,930 |
| Hbk Multi-Strategy Offshore Fund Lt | NONE | $0 | $18,130 |