2023 Form 5500 filing — Heitman Global Prime Collective Investment Trust

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 20240905114053NAL0011779123001) for Heitman Global Prime Collective Investment Trust, reported by Benefit Trust Company under EIN 81-6903542 and plan number 067. 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)$24.7MReported net assets$24,739,568
ParticipantsNot reported
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240905114053NAL0011779123001
Plan sponsor
Benefit Trust Company
EIN
81-6903542
Plan number
067
Location
Overland Park, KS
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)$24.7M total assets
Net assets$24.7MLiabilities$5.7K
Money in vs. money out
Total income / additions$2.7M
Total expenses$66.2K
Benefits paid / distributions$0
Full reported line items
Total assets (EOY)
$24,745,220
Total liabilities (EOY)
$5,652
Net assets (EOY)
$24,739,568
Total income / additions
$2,679,694
Benefits paid
$0
Administrative expenses
$66,210
Total expenses
$66,210
Net increase / (decrease)
$2,613,484

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240905114053NAL0011779123001 cover?
It is the 2023 Form 5500 filing for Heitman Global Prime Collective Investment Trust, reported by Benefit Trust Company (EIN 81-6903542).
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