Fiam Group Trust For Employee Benefit Plans Small Capitalization Core Commingled Pool — Form 5500 plan (Fidelity Institutional Asset Management 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, Fiam Group Trust For Employee Benefit Plans Small Capitalization Core Commingled Pool is a benefit plan reported by Fidelity Institutional Asset Management Trust Company under EIN 20-4659714 and plan number 008. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $3,530,662,467 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fidelity Institutional Asset Management Trust Company
- EIN
- 20-4659714
- Plan number
- 008
- Plan type
- 4
- Location
- Smithfield, RI
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $3,530,662,467
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H | 20240513130328NAL0077402274001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,530,662,467
- Total liabilities (EOY)
- $38,986,704
- Net assets (EOY)
- $3,491,675,763
- Net assets (BOY)
- $3,039,592,304
Income & contributions
- Total contributions
- $0
- Total income / additions
- $198,954,420
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $10,309,208
- Total expenses
- $10,309,208
- Net increase / (decrease)
- $188,645,212
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.