2023 Form 5500 filing — Albemarle Corporation Retirement Savings Plan
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 20241014175721NAL0047082768001) for Albemarle Corporation Retirement Savings Plan, reported by Albemarle Corporation under EIN 54-1692118 and plan number 002. It reports 3,574 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014175721NAL0047082768001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Albemarle Corporation
- EIN
- 54-1692118
- Plan number
- 002
- Location
- Charlotte, NC
- Participants
- 3,574
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $898,340,316
- Total liabilities (EOY)
- $117,706
- Net assets (EOY)
- $898,222,610
- Employer contributions
- $40,769,126
- Participant contributions
- $36,460,812
- Total income / additions
- $142,632,244
- Benefits paid
- $96,054,308
- Administrative expenses
- $475,427
- Total expenses
- $96,563,860
- Net increase / (decrease)
- $46,068,384
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $268,762 | $0 |
| Rocaton Investment Advisor, LLC | INVESTMENT ADVISORY | $143,039 | not reported in the loaded dataset |
| Kelley Drye & Warren Llp | LEGAL COUNSEL | $63,626 | not reported in the loaded dataset |