2023 Form 5500 filing — Callan International Equity 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 20241008185810NAL0035727138003) for Callan International Equity Fund, reported by Great Gray Trust Company, LLC under EIN 38-4065324 and plan number 421. 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)$1.2BReported net assets$1,175,795,696
ParticipantsNot reported
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241008185810NAL0035727138003
Plan sponsor
Great Gray Trust Company, LLC
EIN
38-4065324
Plan number
421
Location
Las Vegas, NV
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)$1.2B total assets
Net assets$1.2BLiabilities$1.1M
Money in vs. money out
Total income / additions$152.6M
Total expenses$110.5K
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$1,176,939,997
Total liabilities (EOY)
$1,144,301
Net assets (EOY)
$1,175,795,696
Total income / additions
$152,586,549
Administrative expenses
$110,529
Total expenses
$110,529
Net increase / (decrease)
$152,476,020

Related Form 5500 pages