Agilis Long Credit Fund — Form 5500 plan (Hand Benefits & 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, Agilis Long Credit Fund is a benefit plan reported by Hand Benefits & Trust Company under EIN 74-2008758 and plan number 107. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $328,338,595 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hand Benefits & Trust Company
- EIN
- 74-2008758
- Plan number
- 107
- Plan type
- 4
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $328,338,595
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H | 20240917111742NAL0001713891001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $328,338,595
- Total liabilities (EOY)
- $13,104,086
- Net assets (EOY)
- $315,234,509
- Net assets (BOY)
- $267,401,568
Income & contributions
- Total contributions
- $0
- Total income / additions
- $28,106,891
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $684,950
- Total expenses
- $684,950
- Net increase / (decrease)
- $27,421,941
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.