Mfs Heritage Trust Company — Form 5500 filings & benefit plans
Form 5500 plan sponsor 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, Mfs Heritage Trust Company (EIN 57-1187281) is a plan sponsor located in Boston, MA with 23 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 57-1187281
- Location
- Boston, MA
- Loaded plans
- 23
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $22,361,377,745
- Total reported liabilities (EOY)
- $275,820,070
- Total reported net assets (EOY)
- $22,085,557,675
Contributions & income
- Total income / additions
- $3,139,488,215
Expenses & distributions
- Benefits paid / distributions
- $0
- Total expenses
- $55,880,940
- Net increase / (decrease)
- $3,083,607,275
Coverage
- Plans with financial statements
- 23
- Plans with provider compensation
- 0
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Mfs Heritage Trust Company Collective Investment Trust - Mfs International Equity Fund | 013 | not reported in the loaded dataset | $6,100,876,352 | 2023 |
| Mfs Heritage Trust Company Collective Investment Trust - Mfs Large Cap Value Fund | 003 | not reported in the loaded dataset | $4,108,471,139 | 2023 |
| Mfs Heritage Trust Company Collective Investment Trust - Mfs Growth Equity Fund | 015 | not reported in the loaded dataset | $3,038,012,529 | 2023 |
| Mfs Heritage Trust Company Collective Investment Trust- Mfs International Growth Fund | 001 | not reported in the loaded dataset | $2,056,644,853 | 2023 |
| Mfs Heritage Trust Company Collective Investment Trust - Mfs International Growth Fund Ii | 010 | not reported in the loaded dataset | $1,996,087,072 | 2023 |
| Mfs Heritage Trust Company Collective Investment Trust - Mfs Mid Cap Value Fund | 024 | not reported in the loaded dataset | $1,268,414,081 | 2023 |
| Mfs Heritage Trust Company Collective Investment Trust - Mfs Mid Cap Growth Fund | 022 | not reported in the loaded dataset | $1,054,634,628 | 2023 |
| Mfs Heritage Trust Company Collective Investment Trust - Mfs International Intrinsic Value Fund | 005 | not reported in the loaded dataset | $717,912,421 | 2023 |
| Mfs Heritage Trust Company Collective Investment Trust - Mfs Emerging Markets Equity Fund I | 021 | not reported in the loaded dataset | $326,273,219 | 2023 |
| Mfs Heritage Trust Company Collective Investment Trust - Mfs Global Growth Fund | 016 | not reported in the loaded dataset | $291,200,110 | 2023 |
| Mfs Heritage Trust Company Collective Investment Trust - Mfs Global Equity Fund | 008 | not reported in the loaded dataset | $278,848,397 | 2023 |
| Mfs Heritage Trust Company Collective Investment Trust - Mfs Low Volatility Global Equity Fund | 017 | not reported in the loaded dataset | $246,208,730 | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Mfs Heritage Trust Company Collective Investment Trust - Mfs International Intrinsic Value Fund | not reported in the loaded dataset | H | 20240910141356NAL0003557395001 |
| 2023 | Mfs Heritage Trust Company Collective Investment Trust - Mfs International Growth Fund Ii | not reported in the loaded dataset | H | 20240910141701NAL0005744497001 |
| 2023 | Mfs Heritage Trust Company Collective Investment Trust - Mfs International Small-Mid Cap Equity Fund | not reported in the loaded dataset | H | 20240910141805NAL0009884512001 |
| 2023 | Mfs Heritage Trust Company Collective Investment Trust - Mfs Global Equity Fund | not reported in the loaded dataset | H | 20240910142109NAL0003562627001 |
| 2023 | Mfs Heritage Trust Company Collective Investment Trust - Mfs Large Cap Value Fund | not reported in the loaded dataset | H | 20240910142212NAL0013321906001 |
| 2023 | Mfs Heritage Trust Company Collective Investment Trust - Mfs International Concentrated Equity Fund | not reported in the loaded dataset | H | 20240910142315NAL0003043395001 |
| 2023 | Mfs Heritage Trust Company Collective Investment Trust- Mfs International Growth Fund | not reported in the loaded dataset | H | 20240910143025NAL0005761985001 |
| 2023 | Mfs Heritage Trust Company Collective Investment Trust - Mfs Growth Equity Fund | not reported in the loaded dataset | H | 20240910145057NAL0003583235001 |