Unified Trust Stable Value Master Trust — Form 5500 plan (American 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, Unified Trust Stable Value Master Trust is a benefit plan reported by American Trust Company under EIN 37-1992955 and plan number 008. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $652,189,678 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Trust Company
- EIN
- 37-1992955
- Plan number
- 008
- Plan type
- 4
- Location
- Lexington, KY
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $652,189,678
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H | 20241011053908NAL0010630147001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $652,189,678
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $652,189,678
- Net assets (BOY)
- $715,315,047
Income & contributions
- Total contributions
- $0
- Total income / additions
- $15,728,525
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $15,728,525
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.