Intel Private Energy & Natural Resources Fund — Form 5500 plan (Global 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, Intel Private Energy & Natural Resources Fund is a benefit plan reported by Global Trust Company under EIN 37-6650368 and plan number 007. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $150,070,144 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Global Trust Company
- EIN
- 37-6650368
- Plan number
- 007
- Plan type
- 4
- Location
- Woburn, MA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H | 20240617113518NAL0001375841002 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $150,070,144
- Total liabilities (EOY)
- $259,683
- Net assets (EOY)
- $149,810,461
- Net assets (BOY)
- $171,165,080
Income & contributions
- Total income / additions
- -$2,144,267
Expenses & distributions
- Administrative expenses
- $75,638
- Total expenses
- $75,638
- Net increase / (decrease)
- -$2,219,905
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.