Plan5500

Global 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, Global Trust Company (EIN 80-6249702) is a plan sponsor located in Woburn, MA with 8 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
80-6249702
Location
Woburn, MA
Loaded plans
8
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Global Trust Company

  • 8 loaded plans hold $1.5B in reported assets.
  • The largest, Victory Integrity Small-Mid Cap Value Collective Fund, holds 46% of this company's reported plan assets.
  • 8 of 8 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.5BSummed across loaded plans$1,509,130,839
Total reported assets$1.5B$1,512,968,279
Total reported participantsNot reported
Total reported liabilities$3.8M$3,837,440

Reported net position

Reported assets = net assets + liabilities (summed)$1.5B total assets
Net assets$1.5BLiabilities$3.8M
Contributions & income
Total income / additions$214.7M
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$4.1M
Net increase / (decrease)$210.6M

Data coverage

Plans with financial statements8 / 8 (100%)
Plans with provider compensation0 / 8 ()

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets46%Victory Integrity Small-Mid Cap Value Collective Fund
Loaded plans8
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Victory Integrity Small-Mid Cap Value Collective Fund$691.7M
    Plan #007 · not reported in the loaded dataset participants · 2023
  2. 2
    Victory Trivalent International Small-Cap Collective Fund$671.4M
    Plan #006 · not reported in the loaded dataset participants · 2023
  3. 3
    Victory Intermediate Core Plus Bond Collective Fund$70.6M
    Plan #013 · not reported in the loaded dataset participants · 2023
  4. 4
    Victory Rs Small Cap Value Collective Fund$35.1M
    Plan #008 · not reported in the loaded dataset participants · 2023
  5. 5
    Victory Thb Small Cap Collective Fund$28.9M
    Plan #011 · not reported in the loaded dataset participants · 2023
  6. 6
    Victory Integrity Small Cap Value Collective Fund$9.5M
    Plan #016 · not reported in the loaded dataset participants · 2023
  7. 7
    Victory Sophus Emerging Markets Collective Fund$5.7M
    Plan #009 · not reported in the loaded dataset participants · 2023
  8. 8
    Victory Rs Small Cap Growth Collective Fund$0
    Plan #010 · not reported in the loaded dataset participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Global Trust Company. Open one for its full reported snapshot.

  1. 2023
    Victory Sophus Emerging Markets Collective FundParticipants not reported · 4Sch H
    View filing →
  2. 2023
    Victory Rs Small Cap Growth Collective FundParticipants not reported · 4Sch H
    View filing →
  3. 2023
    Victory Thb Small Cap Collective FundParticipants not reported · 4Sch H
    View filing →
  4. 2023
    Victory Intermediate Core Plus Bond Collective FundParticipants not reported · 4Sch H
    View filing →
  5. 2023
    Victory Integrity Small Cap Value Collective FundParticipants not reported · 4Sch H
    View filing →
  6. 2023
    Victory Trivalent International Small-Cap Collective FundParticipants not reported · 4Sch H
    View filing →
  7. 2023
    Victory Integrity Small-Mid Cap Value Collective FundParticipants not reported · 4Sch H
    View filing →
  8. 2023
    Victory Rs Small Cap Value Collective FundParticipants not reported · 4Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Global Trust Company report on Form 5500?
Global Trust Company (EIN 80-6249702) reports 8 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Global Trust Company?
The Employer Identification Number (EIN) reported for Global Trust Company is 80-6249702.
What is the latest Form 5500 filing year for Global Trust Company?
The latest loaded Form 5500 filing year for Global Trust Company is 2023.

Related Form 5500 pages