2023 Form 5500 filing — Sei Vista 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 20241011151225NAL0012672611008) for Sei Vista Collective Investment Trust, reported by Sei Trust Company under EIN 86-2390893 and plan number 148. 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)$41.5MReported net assets$41,462,671
ParticipantsNot reported
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241011151225NAL0012672611008
Plan sponsor
Sei Trust Company
EIN
86-2390893
Plan number
148
Location
Oaks, PA
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)$41.5M total assets
Net assets$41.5MLiabilities$13.4K
Money in vs. money out
Total income / additions$755.8K
Total expenses$66.9K
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$41,476,077
Total liabilities (EOY)
$13,406
Net assets (EOY)
$41,462,671
Total income / additions
$755,778
Administrative expenses
$66,870
Total expenses
$66,870
Net increase / (decrease)
$688,908

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011151225NAL0012672611008 cover?
It is the 2023 Form 5500 filing for Sei Vista Collective Investment Trust, reported by Sei Trust Company (EIN 86-2390893).
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