Spartan Group Trust For Employee Benefit Plans Spartan Large Cap Value Index Pool — Form 5500 plan (Geode Capital Management Trust Company, LLC)
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, Spartan Group Trust For Employee Benefit Plans Spartan Large Cap Value Index Pool is a benefit plan reported by Geode Capital Management Trust Company, LLC under EIN 82-6293122 and plan number 004. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $7,164,490,200 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Geode Capital Management Trust Company, LLC
- EIN
- 82-6293122
- Plan number
- 004
- Plan type
- 4
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $7,164,490,200
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H | 20240629181030NAL0001588179001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,164,490,200
- Total liabilities (EOY)
- $39,752,121
- Net assets (EOY)
- $7,124,738,079
- Net assets (BOY)
- $5,215,619,347
Income & contributions
- Total contributions
- $0
- Total income / additions
- $775,347,283
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $22,098
- Total expenses
- $22,098
- Net increase / (decrease)
- $775,325,185
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.