Legal & General S&P 600 Cit Fund — Form 5500 plan (Reliance 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, Legal & General S&P 600 Cit Fund is a benefit plan reported by Reliance Trust Company under EIN 35-7085469 and plan number 009. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $1,829,307,882 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Reliance Trust Company
- EIN
- 35-7085469
- Plan number
- 009
- Plan type
- 4
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $1,829,307,882
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H | 20241011164136NAL0044496114001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,829,307,882
- Total liabilities (EOY)
- $15,706,102
- Net assets (EOY)
- $1,813,601,780
- Net assets (BOY)
- $1,547,939,583
Income & contributions
- Total contributions
- $0
- Total income / additions
- $248,714,200
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $121,374
- Total expenses
- $121,374
- Net increase / (decrease)
- $248,592,826
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.