Pioneer Multiple Investment Trust — Form 5500 plan (Sei 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, Pioneer Multiple Investment Trust is a benefit plan reported by Sei Trust Company under EIN 26-1933300 and plan number 040. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $252,643,000 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$247.7MPlan net assets, end of year$247,728,000
ParticipantsNot reported
Assets / participantNot reported
Provider compensationNone reported
- Plan sponsor
- Sei Trust Company
- EIN
- 26-1933300
- Plan number
- 040
- Plan type
- 4
- Location
- Oaks, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H | 20241011151225NAL0012672611003 |
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)$252.6M total assets
Net assets$247.7MLiabilities$4.9M
Full reported line items
Net assets
- Total assets (EOY)
- $252,643,000
- Total liabilities (EOY)
- $4,915,000
- Net assets (EOY)
- $247,728,000
- Net assets (BOY)
- $214,228,000
Income & contributions
- Total income / additions
- $46,204,000
Expenses & distributions
- Administrative expenses
- $1,105,000
- Total expenses
- $1,105,000
- Net increase / (decrease)
- $45,099,000
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.