2023 Form 5500 filing — State Street American Funds Hybrid 2060 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 20241002204617NAL0008915185001) for State Street American Funds Hybrid 2060 Trust, reported by Benefit Trust Company under EIN 99-6912621 and plan number 386. 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)$10MReported net assets$9,958,631
ParticipantsNot reported
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
- EFAST2 acknowledgement
- 20241002204617NAL0008915185001
- Plan sponsor
- Benefit Trust Company
- EIN
- 99-6912621
- Plan number
- 386
- Location
- Overland Park, KS
- 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)$10M total assets
Net assets$10MLiabilities$660
Full reported line items
- Total assets (EOY)
- $9,959,291
- Total liabilities (EOY)
- $660
- Net assets (EOY)
- $9,958,631
- Total income / additions
- $668,269
- Benefits paid
- $0
- Administrative expenses
- $3,549
- Total expenses
- $3,549
- Net increase / (decrease)
- $664,720