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Filters:EIN 306543051 Clear all

Companies

companyGlobal Trust Company
$889.8Mreported plan assets
EIN: 30-6543051Location: MAPlans: 5Latest: 2023
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Plans

planOctagon Senior Loan CitFinancial statement2023 filing
$352.1Mreported assets (EOY)
Sponsor: Global Trust CompanyEIN: 30-6543051Plan: 010Participants: not reported in the loaded datasetAssets: $352,134,061Net assets: $325.4MLocation: Woburn, MALatest: 2023
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planConning U.S. Credit (5 To 15 Year Maturity) Collective FundFinancial statement2023 filing
$161.7Mreported assets (EOY)
Sponsor: Global Trust CompanyEIN: 30-6543051Plan: 003Participants: not reported in the loaded datasetAssets: $161,692,869Net assets: $161.7MLocation: Woburn, MALatest: 2023
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planConning U.S. Credit (15 To 25 Year Maturity) Collective FundFinancial statement2023 filing
$160.8Mreported assets (EOY)
Sponsor: Global Trust CompanyEIN: 30-6543051Plan: 004Participants: not reported in the loaded datasetAssets: $160,756,477Net assets: $160.7MLocation: Woburn, MALatest: 2023
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planConning U.S. Credit (Over 25 Year Maturity) Collective FundFinancial statement2023 filing
$127.6Mreported assets (EOY)
Sponsor: Global Trust CompanyEIN: 30-6543051Plan: 005Participants: not reported in the loaded datasetAssets: $127,646,084Net assets: $127.6MLocation: Woburn, MALatest: 2023
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planConning U.S. Long Credit Collective FundFinancial statement2023 filing
$87.6Mreported assets (EOY)
Sponsor: Global Trust CompanyEIN: 30-6543051Plan: 001Participants: not reported in the loaded datasetAssets: $87,556,191Net assets: $87.5MLocation: Woburn, MALatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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Filings

filing2023 Form 5500 — Conning U.S. Long Credit Collective Fund
Sponsor: Global Trust CompanyEIN: 30-6543051Plan: 001Ack ID: 20241021153555NAL0000896979001
filing2023 Form 5500 — Conning U.S. Credit (5 To 15 Year Maturity) Collective Fund
Sponsor: Global Trust CompanyEIN: 30-6543051Plan: 003Ack ID: 20241021153555NAL0000896979002
filing2023 Form 5500 — Conning U.S. Credit (15 To 25 Year Maturity) Collective Fund
Sponsor: Global Trust CompanyEIN: 30-6543051Plan: 004Ack ID: 20241021153555NAL0000896979003
filing2023 Form 5500 — Conning U.S. Credit (Over 25 Year Maturity) Collective Fund
Sponsor: Global Trust CompanyEIN: 30-6543051Plan: 005Ack ID: 20241021153555NAL0000896979004
filing2023 Form 5500 — Octagon Senior Loan Cit
Sponsor: Global Trust CompanyEIN: 30-6543051Plan: 010Ack ID: 20241031091722NAL0001713121003