Legal & General Long Duration U.S. Credit 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 Long Duration U.S. Credit Cit Fund is a benefit plan reported by Reliance Trust Company under EIN 35-7085469 and plan number 020. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $2,032,242,021 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
- 020
- Plan type
- 4
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $2,032,242,021
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H | 20241011162822NAL0022330337001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,032,242,021
- Total liabilities (EOY)
- $7,517,920
- Net assets (EOY)
- $2,024,724,101
- Net assets (BOY)
- $1,807,225,140
Income & contributions
- Total contributions
- $0
- Total income / additions
- $200,753,523
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $757,779
- Total expenses
- $757,779
- Net increase / (decrease)
- $199,995,744
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.