Russell Investments 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, Russell Investments Trust Company (EIN 91-1117282) is a plan sponsor located in Seattle, WA with 40 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
- 91-1117282
- Location
- Seattle, WA
- Loaded plans
- 40
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $12,449,005,360
- Total reported liabilities (EOY)
- $284,511,752
- Total reported net assets (EOY)
- $12,164,493,608
Contributions & income
- Total income / additions
- $1,697,127,074
Expenses & distributions
- Benefits paid / distributions
- $8,273,863
- Total expenses
- $27,840,330
- Net increase / (decrease)
- $1,669,286,744
Coverage
- Plans with financial statements
- 40
- 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 |
|---|---|---|---|---|
| International Fund | 005 | not reported in the loaded dataset | $1,289,473,949 | 2023 |
| Russell Investments Russell1000 Index Fund Series | 033 | not reported in the loaded dataset | $1,281,188,988 | 2023 |
| World Equity Fund | 046 | not reported in the loaded dataset | $1,007,153,536 | 2023 |
| Russell Investments Russell 1000 Index Fund | 016 | not reported in the loaded dataset | $929,953,064 | 2023 |
| Emerging Markets Fund | 010 | not reported in the loaded dataset | $694,514,544 | 2023 |
| Multi-Manager Bond Fund | 038 | not reported in the loaded dataset | $675,862,584 | 2023 |
| Multi-Asset Core Fund | 024 | not reported in the loaded dataset | $585,176,792 | 2023 |
| Small Cap Fund | 029 | not reported in the loaded dataset | $506,745,708 | 2023 |
| All International Markets Fund | 020 | not reported in the loaded dataset | $497,989,051 | 2023 |
| Enhanced Index Bond Fund | 039 | not reported in the loaded dataset | $492,773,229 | 2023 |
| Real Estate Equity Fund | 008 | not reported in the loaded dataset | $489,989,875 | 2023 |
| Equity Ii Fund | 006 | not reported in the loaded dataset | $423,684,471 | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | 2025 Strategy Fund | not reported in the loaded dataset | H | 20241007112442NAL0026022288001 |
| 2023 | 2030 Strategy Fund | not reported in the loaded dataset | H | 20241007112754NAL0007523859001 |
| 2023 | 2035 Strategy Fund | not reported in the loaded dataset | H | 20241007112858NAL0031594146001 |
| 2023 | 2040 Strategy Fund | not reported in the loaded dataset | H | 20241007114052NAL0008835667001 |
| 2023 | 2045 Strategy Fund | not reported in the loaded dataset | H | 20241007114305NAL0026045664001 |
| 2023 | Global Balanced Fund | not reported in the loaded dataset | H | 20241007171631NAL0009082019001 |
| 2023 | 2050 Strategy Fund | not reported in the loaded dataset | H | 20241007171837NAL0015554593001 |
| 2023 | 2055 Strategy Fund | not reported in the loaded dataset | H | 20241007172042NAL0015557409001 |