Simpson Group Retirement Fund Master Trust — Form 5500 plan (Green Diamond Resource 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, Simpson Group Retirement Fund Master Trust is a benefit plan reported by Green Diamond Resource Company under EIN 91-2172199 and plan number 027. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $9,880,110 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$0Plan net assets, end of year
ParticipantsNot reported
Assets / participantNot reported
Provider compensation$476.7K6 Schedule C provider row(s)$476,678
- Plan sponsor
- Green Diamond Resource Company
- EIN
- 91-2172199
- Plan number
- 027
- Plan type
- 4
- Location
- Seattle, WA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20240925123558NAL0014329777001 |
| 2023 | not reported in the loaded dataset | H, C | 20241107131654NAL0021450738001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $9,880,110
Income & contributions
- Employer contributions
- $0
- Total contributions
- $0
- Total income / additions
- $109,013
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $215,478
- Total expenses
- $215,478
- Net increase / (decrease)
- -$106,465
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| State Street Global Advisors | NONE | $200,000 | not reported in the loaded dataset | 2023 |
| Milliman, Inc | NONE | $68,274 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $66,804 | not reported in the loaded dataset | 2023 |
| State Street Bank & Trust Company | NONE | $61,200 | not reported in the loaded dataset | 2023 |
| Aon Consulting, Inc. | NONE | $60,000 | not reported in the loaded dataset | 2023 |
| State Street Bank & Trust Company | NONE | $20,400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Green Diamond Resource Company
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- State Street Global Advisors — Schedule C compensation
- Milliman, Inc — Schedule C compensation
- State Street Bank & Trust Company — Schedule C compensation
- Aon Consulting, Inc. — Schedule C compensation