2023 Form 5500 filing — Equity Group Trust (A Fund Within The Marco Consulting Group Trust I)
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 20241011102053NAL0038422000001) for Equity Group Trust (A Fund Within The Marco Consulting Group Trust I), reported by Segal Advisors, Inc. under EIN 27-6230536 and plan number 001. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011102053NAL0038422000001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Segal Advisors, Inc.
- EIN
- 27-6230536
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $780,727,956
- Total liabilities (EOY)
- $304,025
- Net assets (EOY)
- $780,423,931
- Total income / additions
- $160,778,921
- Benefits paid
- $0
- Administrative expenses
- $882,989
- Total expenses
- $882,989
- Net increase / (decrease)
- $159,895,932
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Arrowmark Partners | NONE | $171,930 | not reported in the loaded dataset |
| Fisher Investments | NONE | $164,428 | not reported in the loaded dataset |
| Crm, LLC | NONE | $121,450 | not reported in the loaded dataset |
| Bank Of New York Mellon | NONE | $117,758 | not reported in the loaded dataset |
| Cohnreznick Llp | NONE | $80,301 | not reported in the loaded dataset |
| Parametric Portfolio Associates | NONE | $50,000 | not reported in the loaded dataset |
| Factset Research Systems | NONE | $38,855 | not reported in the loaded dataset |
| Eisner Advisory Group LLC | NONE | $5,460 | not reported in the loaded dataset |
| Integrated Investment | NONE | $5,250 | not reported in the loaded dataset |