2023 Form 5500 filing — William Blair Emerging Markets Leaders Collective Investment Fund

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 20240808095539NAL0008346128003) for William Blair Emerging Markets Leaders Collective Investment Fund, reported by Global Trust Company under EIN 27-6331814 and plan number 009. 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)$715.9MReported net assets$715,944,244
ParticipantsNot reported
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240808095539NAL0008346128003
Plan sponsor
Global Trust Company
EIN
27-6331814
Plan number
009
Location
Woburn, MA
Received date
not reported in the loaded dataset
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)$724.8M total assets
Net assets$715.9MLiabilities$8.8M
Money in vs. money out
Total income / additions$49.4M
Total expenses$1.8M
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$724,778,141
Total liabilities (EOY)
$8,833,897
Net assets (EOY)
$715,944,244
Total income / additions
$49,422,156
Administrative expenses
$1,812,983
Total expenses
$1,812,983
Net increase / (decrease)
$47,609,173

Related Form 5500 pages