Global Trust Company — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Global Trust Company (EIN 27-6075499) is a plan sponsor located in Woburn, MA with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
27-6075499
Location
Woburn, MA
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$3,375,234,777
Total reported liabilities (EOY)
$5,073,336
Total reported net assets (EOY)
$3,370,161,441

Contributions & income

Total income / additions
$443,457,860

Expenses & distributions

Total expenses
$22,461,692
Net increase / (decrease)
$420,996,168

Coverage

Plans with financial statements
3
Plans with provider compensation
0

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Global Trust Company plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Harding Loevner International Equity Collective Investment Fund003not reported in the loaded dataset$2,879,890,8272023
Harding Loevner Emerging Markets Collective Investment Fund002not reported in the loaded dataset$469,200,2832023
Harding Loevner Global Equity Collective Investment Fund004not reported in the loaded dataset$26,143,6672023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Global Trust Company
YearPlanParticipantsSchedulesFiling
2023Harding Loevner Emerging Markets Collective Investment Fundnot reported in the loaded datasetH20240726131747NAL0033058594001
2023Harding Loevner International Equity Collective Investment Fundnot reported in the loaded datasetH20240726131747NAL0033058594002
2023Harding Loevner Global Equity Collective Investment Fundnot reported in the loaded datasetH20240726131747NAL0033058594003

Related Form 5500 pages