Allegheny Technologies Incorporated Master Pension Trust — Form 5500 plan (Ati 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, Allegheny Technologies Incorporated Master Pension Trust is a benefit plan reported by Ati Inc. under EIN 25-6224599 and plan number 040. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $292,777,773 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ati Inc.
- EIN
- 25-6224599
- Plan number
- 040
- Plan type
- 4
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $292,777,773
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241011085309NAL0022444833001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $292,777,773
- Total liabilities (EOY)
- $1,917,004
- Net assets (EOY)
- $290,860,769
- Net assets (BOY)
- $1,587,349,473
Income & contributions
- Total contributions
- $0
- Total income / additions
- -$48,604,556
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $10,991,378
- Total expenses
- $10,991,378
- Net increase / (decrease)
- -$59,595,934
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Arrowstreet Intl Equity Acwi Ex Us | NONE | $597,847 | not reported in the loaded dataset | 2023 |
| Blackstone Tactical Opportunities F | NONE | $0 | $575,939 | 2023 |
| Hs Management Partners LLC | NONE | $441,999 | $0 | 2023 |
| Vaughan Nelson Inv Mgmt Lp | NONE | $438,938 | $0 | 2023 |
| Legal And General Investment Mgmt | NONE | $359,286 | not reported in the loaded dataset | 2023 |
| Burgundy Asset Management Ltd. | NONE | $324,167 | not reported in the loaded dataset | 2023 |
| Glendn Opportunities Fund Ii Feede | NONE | $300,813 | not reported in the loaded dataset | 2023 |
| Peak Rock Capital Fund Iii-A Lp | NONE | $253,900 | not reported in the loaded dataset | 2023 |
| Hengistbury Fund Limited | NONE | $195,656 | not reported in the loaded dataset | 2023 |
| Marathon Asset Management Llp | NONE | $170,064 | not reported in the loaded dataset | 2023 |
| Antin Infrastructure Partners | NONE | $143,728 | not reported in the loaded dataset | 2023 |
| Lba Logistics Value Fund Ix L.P. | NONE | $0 | $112,500 | 2023 |
| Legal And General Investment Mgmt | NONE | $98,860 | not reported in the loaded dataset | 2023 |
| Parametric | NONE | $72,097 | not reported in the loaded dataset | 2023 |
| Legal And General Investment Mgmt | NONE | $70,596 | not reported in the loaded dataset | 2023 |
| Level Equity Growth Partners V, L.P | NONE | $62,459 | not reported in the loaded dataset | 2023 |
| Blackstone Real Estate Partners Eur | NONE | $0 | $51,930 | 2023 |
| Hbk Multi-Strategy Offshore Fund Lt | NONE | $0 | $18,130 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ati Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Arrowstreet Intl Equity Acwi Ex Us — Schedule C compensation
- Blackstone Tactical Opportunities F — Schedule C compensation
- Hs Management Partners LLC — Schedule C compensation
- Vaughan Nelson Inv Mgmt Lp — Schedule C compensation
- Legal And General Investment Mgmt — Schedule C compensation
- Burgundy Asset Management Ltd. — Schedule C compensation
- Glendn Opportunities Fund Ii Feede — Schedule C compensation
- Peak Rock Capital Fund Iii-A Lp — Schedule C compensation
- Hengistbury Fund Limited — Schedule C compensation
- Marathon Asset Management Llp — Schedule C compensation
- Antin Infrastructure Partners — Schedule C compensation
- Lba Logistics Value Fund Ix L.P. — Schedule C compensation
- Parametric — Schedule C compensation
- Level Equity Growth Partners V, L.P — Schedule C compensation
- Blackstone Real Estate Partners Eur — Schedule C compensation
- Hbk Multi-Strategy Offshore Fund Lt — Schedule C compensation