Allegheny Technologies Incorporated Master Trust — Form 5500 plan (Allegheny Technologies Incorporated)
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, Allegheny Technologies Incorporated Master Trust is a benefit plan reported by Allegheny Technologies Incorporated under EIN 25-1792394 and plan number 060. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $1,151,707,291 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Allegheny Technologies Incorporated
- EIN
- 25-1792394
- Plan number
- 060
- Plan type
- 4
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $1,151,707,291
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20240711074541NAL0009163299001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,151,707,291
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,151,707,291
- Net assets (BOY)
- $977,473,926
Income & contributions
- Total contributions
- $0
- Total income / additions
- $168,322,230
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $1,077,220
- Total expenses
- $1,077,220
- Net increase / (decrease)
- $167,245,010
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alight Solutions LLC | RECORDKEEPER | $1,021,473 | $0 | 2023 |
| Bny Mellon Asset Management | INVESTMENT MANAGEMENT | $165,725 | not reported in the loaded dataset | 2023 |
| Cambridge Associates LLC | INVESTMENT ADVISOR (PLAN | $100,000 | not reported in the loaded dataset | 2023 |
| Benefit Trust Company | TRUSTEE | $13,352 | not reported in the loaded dataset | 2023 |
| Alight Financial Solutions, LLC | BROKER | $0 | $8,681 | 2023 |
| Pershing LLC | BROKERAGE WINDOW | $0 | $5,773 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Allegheny Technologies Incorporated
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- Alight Solutions LLC — Schedule C compensation
- Bny Mellon Asset Management — Schedule C compensation
- Cambridge Associates LLC — Schedule C compensation
- Benefit Trust Company — Schedule C compensation
- Alight Financial Solutions, LLC — Schedule C compensation
- Pershing LLC — Schedule C compensation