Russell Investments 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, Russell Investments Trust Company (EIN 91-1117282) is a plan sponsor located in Seattle, WA with 40 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
91-1117282
Location
Seattle, WA
Loaded plans
40
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 Russell Investments Trust Company

  • 40 loaded plans hold $12.4B in reported assets.
  • The largest, International Fund, holds 10% of this company's reported plan assets.
  • 40 of 40 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$12.2BSummed across loaded plans$12,164,493,608
Total reported assets$12.4B$12,449,005,360
Total reported participantsNot reported
Total reported liabilities$284.5M$284,511,752

Reported net position

Reported assets = net assets + liabilities (summed)$12.4B total assets
Net assets$12.2BLiabilities$284.5M
Contributions & income
Total income / additions$1.7B
Expenses & distributions
Benefits paid / distributions$8.3M
Total expenses$27.8M
Net increase / (decrease)$1.7B

Data coverage

Plans with financial statements40 / 40 (100%)
Plans with provider compensation0 / 40 ()

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 assets10%International Fund
Loaded plans40
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Plan #005 · not reported in the loaded dataset participants · 2023
  2. 2
    Plan #033 · not reported in the loaded dataset participants · 2023
  3. 3
    Plan #046 · not reported in the loaded dataset participants · 2023
  4. 4
    Plan #016 · not reported in the loaded dataset participants · 2023
  5. 5
    Plan #010 · not reported in the loaded dataset participants · 2023
  6. 6
    Plan #038 · not reported in the loaded dataset participants · 2023
  7. 7
    Plan #024 · not reported in the loaded dataset participants · 2023
  8. 8
    Plan #029 · not reported in the loaded dataset participants · 2023
  9. 9
    Plan #020 · not reported in the loaded dataset participants · 2023
  10. 10
    Plan #039 · not reported in the loaded dataset participants · 2023
  11. 11
    Plan #008 · not reported in the loaded dataset participants · 2023
  12. 12
    Plan #006 · not reported in the loaded dataset participants · 2023
EFAST2 filings

Latest loaded filings

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

  1. 2023
    2025 Strategy FundParticipants not reported · 4Sch H
    View filing →
  2. 2023
    2030 Strategy FundParticipants not reported · 4Sch H
    View filing →
  3. 2023
    2035 Strategy FundParticipants not reported · 4Sch H
    View filing →
  4. 2023
    2040 Strategy FundParticipants not reported · 4Sch H
    View filing →
  5. 2023
    2045 Strategy FundParticipants not reported · 4Sch H
    View filing →
  6. 2023
    Global Balanced FundParticipants not reported · 4Sch H
    View filing →
  7. 2023
    2050 Strategy FundParticipants not reported · 4Sch H
    View filing →
  8. 2023
    2055 Strategy FundParticipants not reported · 4Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Russell Investments Trust Company report on Form 5500?
Russell Investments Trust Company (EIN 91-1117282) reports 40 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Russell Investments Trust Company?
The Employer Identification Number (EIN) reported for Russell Investments Trust Company is 91-1117282.
What is the latest Form 5500 filing year for Russell Investments Trust Company?
The latest loaded Form 5500 filing year for Russell Investments Trust Company is 2023.

Related Form 5500 pages