Reliance 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, Reliance Trust Company (EIN 35-7085469) is a plan sponsor located in Atlanta, GA with 30 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
- 35-7085469
- Location
- Atlanta, GA
- Loaded plans
- 30
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $28,727,599,013
- Total reported liabilities (EOY)
- $231,297,962
- Total reported net assets (EOY)
- $28,496,301,051
Contributions & income
- Total income / additions
- $5,337,327,242
Expenses & distributions
- Benefits paid / distributions
- $0
- Total expenses
- $4,398,421
- Net increase / (decrease)
- $5,332,928,821
Coverage
- Plans with financial statements
- 30
- 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
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Legal & General S&P 500 Cit Fund | 005 | not reported in the loaded dataset | $9,471,776,688 | 2023 |
| Legal & General Long Duration U.S. Credit Cit Fund | 020 | not reported in the loaded dataset | $2,032,242,021 | 2023 |
| Legal & General Msci Eafe Cit Fund | 001 | not reported in the loaded dataset | $1,985,584,237 | 2023 |
| Legal & General S&P 600 Cit Fund | 009 | not reported in the loaded dataset | $1,829,307,882 | 2023 |
| Legal & General Msci Acwi Ex U.S. Cit Fund | 010 | not reported in the loaded dataset | $1,824,542,624 | 2023 |
| Legal & General Msci World Ex Usa Cit Fund | 014 | not reported in the loaded dataset | $1,312,999,027 | 2023 |
| Legal & General Global Core Infrastructure Cit Fund | 013 | not reported in the loaded dataset | $1,247,438,920 | 2023 |
| Legal & General Msci Acwi Cit Fund | 011 | not reported in the loaded dataset | $1,082,766,016 | 2023 |
| Legal & General S&P 400 Cit Fund | 004 | not reported in the loaded dataset | $1,069,131,059 | 2023 |
| Legal & General Emerging Markets Ex China Cit Fund | 003 | not reported in the loaded dataset | $1,046,942,089 | 2023 |
| Legal & General Emerging Markets Cit Fund | 035 | not reported in the loaded dataset | $950,641,637 | 2023 |
| Legal & General Msci Usa Cit Fund | 023 | not reported in the loaded dataset | $854,887,259 | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Legal & General China Cit Fund | not reported in the loaded dataset | H | 20241011162002NAL0022311585001 |
| 2023 | Legal & General Developed Markets Balanced Multi-Factor Cit Fund | not reported in the loaded dataset | H | 20241011162059NAL0045082850001 |
| 2023 | Legal & General Emerging Markets Cit Fund | not reported in the loaded dataset | H | 20241011162141NAL0044445490001 |
| 2023 | Legal & General Emerging Markets Ex China Cit Fund | not reported in the loaded dataset | H | 20241011162240NAL0037658672001 |
| 2023 | Legal & General Emerging Markets Ex China Small Cap Cit Fund | not reported in the loaded dataset | H | 20241011162337NAL0039471760001 |
| 2023 | Legal & General Global Core Infrastructure Cit Fund | not reported in the loaded dataset | H | 20241011162423NAL0023217889001 |
| 2023 | Legal & General Global Sustainable Equity Cit Fund | not reported in the loaded dataset | H | 20241011162509NAL0022327025001 |
| 2023 | Legal & General Liability Corporate Cit Fund | not reported in the loaded dataset | H | 20241011162602NAL0022327873001 |