How many benefit plans does Eaton Vance Trust Company report on Form 5500?

Eaton Vance Trust Company (EIN 30-6442278) reports 3 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Eaton Vance Trust Company?

The Employer Identification Number (EIN) reported for Eaton Vance Trust Company is 30-6442278.

What is the latest Form 5500 filing year for Eaton Vance Trust Company?

The latest loaded Form 5500 filing year for Eaton Vance Trust Company is 2023.

Eaton Vance 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, Eaton Vance Trust Company (EIN 30-6442278) is a plan sponsor located in Chicago, IL 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: 30-6442278
Location: Chicago, IL
Loaded plans: 3
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Eaton Vance Trust Company

3 loaded plans hold $362.4M in reported assets.
The largest, Eaton Vance Trust Company Collective Investment Trust For Employee Benefit Plans Iii, Evtc/Multi-Asset Credit Fund Ii, holds 72% of this company's reported plan assets.
3 of 3 plans report full financial statements.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$329.2MSummed across loaded plans$329,152,075

Total reported assets$362.4M$362,401,248

Total reported participantsNot reported

Total reported liabilities$33.2M$33,249,173

Reported net position

Reported assets = net assets + liabilities (summed)$362.4M total assets

Net assets$329.2MLiabilities$33.2M

Contributions & income

Total income / additions$44.9M

Expenses & distributions

Benefits paid / distributions$0

Total expenses$1M

Net increase / (decrease)$43.9M

Data coverage

Plans with financial statements3 / 3 (100%)

Plans with provider compensation0 / 3 ()

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets72%Eaton Vance Trust Company Collective Investment Trust For Employee Benefit Plans Iii, Evtc/Multi-Asset Credit Fund Ii

Loaded plans3

Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

1
Eaton Vance Trust Company Collective Investment Trust For Employee Benefit Plans Iii, Evtc/Multi-Asset Credit Fund Ii$259.4M
Plan #005 · not reported in the loaded dataset participants · 2023
2
Eaton Vance Trust Company Cit For Employee Benefit Plans Iii, Eaton Vance Trust Company International Small Cap Fund$72M
Plan #003 · not reported in the loaded dataset participants · 2023
3
Eaton Vance Trust Company Cit For Employee Benefit Plans Iii, Parametric/ Eaton Vance Trust Company International Equity Fund$31M
Plan #004 · not reported in the loaded dataset participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Eaton Vance Trust Company. Open one for its full reported snapshot.

2023
Eaton Vance Trust Company Cit For Employee Benefit Plans Iii, Eaton Vance Trust Company International Small Cap FundParticipants not reported · 4Sch H
View filing →
2023
Eaton Vance Trust Company Cit For Employee Benefit Plans Iii, Parametric/ Eaton Vance Trust Company International Equity FundParticipants not reported · 4Sch H
View filing →
2023
Eaton Vance Trust Company Collective Investment Trust For Employee Benefit Plans Iii, Evtc/Multi-Asset Credit Fund IiParticipants not reported · 4Sch H
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Eaton Vance Trust Company report on Form 5500?: Eaton Vance Trust Company (EIN 30-6442278) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Eaton Vance Trust Company?: The Employer Identification Number (EIN) reported for Eaton Vance Trust Company is 30-6442278.
What is the latest Form 5500 filing year for Eaton Vance Trust Company?: The latest loaded Form 5500 filing year for Eaton Vance Trust Company is 2023.