Altria Client Services Master Retirement Trust — Form 5500 plan (Altria Client Services LLC)

Plain-English plan 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, Altria Client Services Master Retirement Trust is a benefit plan reported by Altria Client Services LLC under EIN 13-7160570 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $7,051,674,367 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Altria Client Services LLC
EIN
13-7160570
Plan number
001
Plan type
4
Location
Richmond, VA
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$7,051,674,367

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH20241003152108NAL0010008913001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,051,674,367
Total liabilities (EOY)
$423,771,250
Net assets (EOY)
$6,627,903,117
Net assets (BOY)
$6,476,848,372

Income & contributions

Total contributions
$0
Total income / additions
$602,223,029

Expenses & distributions

Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$602,223,029

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages