2023 Form 5500 filing — Simpson Group Retirement Fund 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 20241107131654NAL0021450738001) for Simpson Group Retirement Fund Master Trust, reported by Green Diamond Resource Company under EIN 91-2172199 and plan number 027. 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).
Form 5500 4 · 2023
Filing snapshot
Net assets (EOY)$0Reported net assets
ParticipantsNot reported
Provider compensation$476.7K6 Schedule C row(s)$476,678
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241107131654NAL0021450738001
- Plan sponsor
- Green Diamond Resource Company
- EIN
- 91-2172199
- Plan number
- 027
- Location
- Seattle, WA
- 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.
Full reported line items
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $0
- Total income / additions
- $109,013
- Benefits paid
- $0
- Administrative expenses
- $215,478
- Total expenses
- $215,478
- Net increase / (decrease)
- -$106,465
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| State Street Global Advisors | NONE | $200,000 | not reported in the loaded dataset |
| Milliman, Inc | NONE | $68,274 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $66,804 | not reported in the loaded dataset |
| State Street Bank & Trust Company | NONE | $61,200 | not reported in the loaded dataset |
| Aon Consulting, Inc. | NONE | $60,000 | not reported in the loaded dataset |
| State Street Bank & Trust Company | NONE | $20,400 | not reported in the loaded dataset |