Albemarle Corporation Master Trust For Designated Employee Benefit Plans Of Albemarle Corporation And Affiliates — Form 5500 plan (Albemarle Corporation)
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, Albemarle Corporation Master Trust For Designated Employee Benefit Plans Of Albemarle Corporation And Affiliates is a benefit plan reported by Albemarle Corporation under EIN 54-1692118 and plan number 012. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $489,230,277 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Albemarle Corporation
- EIN
- 54-1692118
- Plan number
- 012
- Plan type
- 4
- Location
- Charlotte, NC
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $489,230,277
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241010130317NAL0021009441003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $489,230,277
- Total liabilities (EOY)
- $3,352,416
- Net assets (EOY)
- $485,877,861
- Net assets (BOY)
- $470,819,211
Income & contributions
- Total income / additions
- $58,891,024
Expenses & distributions
- Administrative expenses
- $4,473,662
- Total expenses
- $4,473,662
- Net increase / (decrease)
- $54,417,362
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pension Benefit Guaranty Corp | NONE | $2,615,320 | not reported in the loaded dataset | 2023 |
| Sei Investments | NONE | $957,208 | not reported in the loaded dataset | 2023 |
| Merrill Lynch Pierce Fenner Smith I | NONE | $396,826 | not reported in the loaded dataset | 2023 |
| Kelley, Drye, & Warren Ptn. | NONE | $197,569 | not reported in the loaded dataset | 2023 |
| Milliman Usa | NONE | $184,550 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $122,190 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Albemarle Corporation
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Charlotte, NC
- Pension Benefit Guaranty Corp — Schedule C compensation
- Sei Investments — Schedule C compensation
- Merrill Lynch Pierce Fenner Smith I — Schedule C compensation
- Kelley, Drye, & Warren Ptn. — Schedule C compensation
- Milliman Usa — Schedule C compensation
- Northern Trust Company — Schedule C compensation