Principal/Blackrock U.S. Aggregate Bond Index Cit — Form 5500 plan (Sei Trust Company)
Plain-English plan 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, Principal/Blackrock U.S. Aggregate Bond Index Cit is a benefit plan reported by Sei Trust Company under EIN 20-5699010 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $355,973,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sei Trust Company
- EIN
- 20-5699010
- Plan number
- 001
- Plan type
- 4
- Location
- Oaks, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H | 20241011144712NAL0012622307009 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $355,973,000
- Total liabilities (EOY)
- $16,021,000
- Net assets (EOY)
- $339,952,000
- Net assets (BOY)
- $355,034,000
Income & contributions
- Total income / additions
- $18,520,000
Expenses & distributions
- Administrative expenses
- $517,000
- Total expenses
- $517,000
- Net increase / (decrease)
- $18,003,000
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.