Imerys Usa, Inc. Master Trust — Form 5500 plan (Imerys Usa, Inc.)
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, Imerys Usa, Inc. Master Trust is a benefit plan reported by Imerys Usa, Inc. under EIN 20-3617354 and plan number 001. The latest loaded filing year is 2023. The filing reports 0 participants and $154,424,126 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Imerys Usa, Inc.
- EIN
- 20-3617354
- Plan number
- 001
- Plan type
- 4
- Location
- Roswell, GA
- Latest filing year
- 2023
- Participants
- 0
- End-of-year plan assets
- $154,424,126
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 0 | H, C | 20241011151150NAL0022171297001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $154,424,126
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $154,424,126
- Net assets (BOY)
- $143,219,829
Income & contributions
- Employer contributions
- $13,200,000
- Total contributions
- $13,200,000
- Total income / additions
- $29,628,167
Expenses & distributions
- Benefits paid
- $14,810,032
- Administrative expenses
- $984,818
- Total expenses
- $15,794,850
- Net increase / (decrease)
- $13,833,317
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer | NONE | $764,105 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services Inc | NONE | $507,709 | not reported in the loaded dataset | 2023 |
| Mercer Investments | NONE | $419,117 | not reported in the loaded dataset | 2023 |
| Alston & Bird LLC | NONE | $48,697 | not reported in the loaded dataset | 2023 |
| Warren Averett, LLC | NONE | $44,500 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $5,058 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Imerys Usa, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Roswell, GA
- Mercer — Schedule C compensation
- Schwab Retirement Plan Services Inc — Schedule C compensation
- Mercer Investments — Schedule C compensation
- Alston & Bird LLC — Schedule C compensation
- Warren Averett, LLC — Schedule C compensation
- State Street Global Advisors — Schedule C compensation