Asb Labor Equity Index Fund — Form 5500 plan (Chevy Chase 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, Asb Labor Equity Index Fund is a benefit plan reported by Chevy Chase Trust Company under EIN 27-3350609 and plan number 010. The latest loaded filing year is 2023. The filing reports 100 participants and $5,416,518,900 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Chevy Chase Trust Company
EIN
27-3350609
Plan number
010
Plan type
4
Location
Bethesda, MD
Latest filing year
2023
Participants
100
End-of-year plan assets
$5,416,518,900

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023100H20240919110331NAL0005853025001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,416,518,900
Total liabilities (EOY)
$22,261,611
Net assets (EOY)
$5,394,257,289
Net assets (BOY)
$4,542,150,795

Income & contributions

Total contributions
$0
Total income / additions
$1,170,982,979

Expenses & distributions

Benefits paid
$0
Administrative expenses
$831,335
Total expenses
$831,335
Net increase / (decrease)
$1,170,151,644

Service provider compensation (Schedule C)

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

Related Form 5500 pages