State Street S&P 500(R) Flagship Securities Lending Fund — Form 5500 plan (State Street Global Advisors Trust Company)

Plain-English plan 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, State Street S&P 500(R) Flagship Securities Lending Fund is a benefit plan reported by State Street Global Advisors Trust Company under EIN 04-0025081 and plan number 002. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $9,237,922,563 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$9.2BPlan net assets, end of year$9,197,660,567
ParticipantsNot reported
Assets / participantNot reported
Provider compensationNone reported
Plan sponsor
State Street Global Advisors Trust Company
EIN
04-0025081
Plan number
002
Plan type
4
Location
Boston, MA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH20240912074809NAL0016507394001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$9.2B total assets
Net assets$9.2BLiabilities$40.3M
Money in vs. money out
Total income / additions$2B
Total expenses$224.7K
Benefits paid / distributionsNot reported
Full reported line items

Net assets

Total assets (EOY)
$9,237,922,563
Total liabilities (EOY)
$40,261,996
Net assets (EOY)
$9,197,660,567
Net assets (BOY)
$7,855,404,314

Income & contributions

Total income / additions
$1,988,231,264

Expenses & distributions

Administrative expenses
$224,707
Total expenses
$224,707
Net increase / (decrease)
$1,988,006,557

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages