2023 Form 5500 filing — Nhit Agency Mbs Trust

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240611145359NAL0027976529002) for Nhit Agency Mbs Trust, reported by Loomis Sayles Trust Company LLC under EIN 20-8080381 and plan number 024. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 4 · 2023

Filing snapshot

Net assets (EOY)$3.2BReported net assets$3,168,811,348
ParticipantsNot reported
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240611145359NAL0027976529002
Plan sponsor
Loomis Sayles Trust Company LLC
EIN
20-8080381
Plan number
024
Location
Boston, MA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4.1B total assets
Net assets$3.2BLiabilities$887.1M
Money in vs. money out
Total income / additions$161.1M
Total expenses$829.6K
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$4,055,957,722
Total liabilities (EOY)
$887,146,374
Net assets (EOY)
$3,168,811,348
Total income / additions
$161,080,729
Administrative expenses
$829,593
Total expenses
$829,593
Net increase / (decrease)
$160,251,136

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240611145359NAL0027976529002 cover?
It is the 2023 Form 5500 filing for Nhit Agency Mbs Trust, reported by Loomis Sayles Trust Company LLC (EIN 20-8080381).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages