2023 Form 5500 filing — Unified Trust Stable Value Master 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 20241011053908NAL0010630147001) for Unified Trust Stable Value Master Trust, reported by American Trust Company under EIN 37-1992955 and plan number 008. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241011053908NAL0010630147001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- American Trust Company
- EIN
- 37-1992955
- Plan number
- 008
- Location
- Lexington, KY
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $652,189,678
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $652,189,678
- Total income / additions
- $15,728,525
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $15,728,525
- Schedule source
- Schedule H