2023 Form 5500 filing — Spartan Group Trust For Employee Benefit Plans Spartan Large Cap Value Index Pool
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240629181030NAL0001588179001) for Spartan Group Trust For Employee Benefit Plans Spartan Large Cap Value Index Pool, reported by Geode Capital Management Trust Company, LLC under EIN 82-6293122 and plan number 004. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
Form 5500 4 · 2023
Filing snapshot
Net assets (EOY)$7.1BReported net assets$7,124,738,079
ParticipantsNot reported
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
- EFAST2 acknowledgement
- 20240629181030NAL0001588179001
- Plan sponsor
- Geode Capital Management Trust Company, LLC
- EIN
- 82-6293122
- Plan number
- 004
- Location
- Boston, MA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$7.2B total assets
Net assets$7.1BLiabilities$39.8M
Full reported line items
- Total assets (EOY)
- $7,164,490,200
- Total liabilities (EOY)
- $39,752,121
- Net assets (EOY)
- $7,124,738,079
- Total income / additions
- $775,347,283
- Benefits paid
- $0
- Administrative expenses
- $22,098
- Total expenses
- $22,098
- Net increase / (decrease)
- $775,325,185