Premier Trust Fund For Qualified Employee Benefit Plans — Form 5500 plan (American 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, Premier Trust Fund For Qualified Employee Benefit Plans is a benefit plan reported by American Trust Company under EIN 62-1549435 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $788,759,203 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
American Trust Company
EIN
62-1549435
Plan number
001
Plan type
4
Location
Cordova, TN
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$788,759,203

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH20241010111757NAL0009941843001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$788,759,203
Total liabilities (EOY)
$1,202,151
Net assets (EOY)
$787,557,052
Net assets (BOY)
$835,475,166

Income & contributions

Total contributions
$0
Total income / additions
$122,073,628

Expenses & distributions

Benefits paid
$0
Administrative expenses
$5,746,176
Total expenses
$5,746,176
Net increase / (decrease)
$116,327,452

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages