2023 Form 5500 filing — Eaton Vance Trust Company Cit For Employee Benefit Plans Iii, Eaton Vance Trust Company International Small Cap Fund

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 20240806090419NAL0001266371001) for Eaton Vance Trust Company Cit For Employee Benefit Plans Iii, Eaton Vance Trust Company International Small Cap Fund, reported by Eaton Vance Trust Company under EIN 30-6442278 and plan number 003. 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)$72MReported net assets$72,019,839
ParticipantsNot reported
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240806090419NAL0001266371001
Plan sponsor
Eaton Vance Trust Company
EIN
30-6442278
Plan number
003
Location
Chicago, IL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$72M total assets
Net assets$72MLiabilities$0
Money in vs. money out
Total income / additions$8.8M
Total expenses$0
Benefits paid / distributions$0
Full reported line items
Total assets (EOY)
$72,019,839
Total liabilities (EOY)
$0
Net assets (EOY)
$72,019,839
Total income / additions
$8,760,943
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$8,760,943

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240806090419NAL0001266371001 cover?
It is the 2023 Form 5500 filing for Eaton Vance Trust Company Cit For Employee Benefit Plans Iii, Eaton Vance Trust Company International Small Cap Fund, reported by Eaton Vance Trust Company (EIN 30-6442278).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages