Mfs Heritage Trust Company Collective Investment Trust - Mfs International Growth Ex-Emerging Markets Fund — Form 5500 plan (Mfs Heritage 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, Mfs Heritage Trust Company Collective Investment Trust - Mfs International Growth Ex-Emerging Markets Fund is a benefit plan reported by Mfs Heritage Trust Company under EIN 57-1187281 and plan number 002. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $37,563,314 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$37.5MPlan net assets, end of year$37,506,199

ParticipantsNot reported

Assets / participantNot reported

Provider compensationNone reported

Plan sponsor: Mfs Heritage Trust Company
EIN: 57-1187281
Plan number: 002
Plan type: 4
Location: Boston, MA
Latest filing year: 2023

How to read this plan profile

Net assets = total assets minus total liabilities, end of year (Schedule H/I).
Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
Schedule chips (Sch H / I / C) show which schedules each filing includes.
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.

EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

2023
Participants not reported · 4Sch H
View filing →

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)$37.6M total assets

Net assets$37.5MLiabilities$57.1K

Money in vs. money out

Total income / additions$5.7M

Total expenses$18.3K

Benefits paid / distributions$0

Full reported line items

Net assets

Total assets (EOY): $37,563,314
Total liabilities (EOY): $57,115
Net assets (EOY): $37,506,199
Net assets (BOY): $36,448,199

Income & contributions

Total contributions: $0
Total income / additions: $5,741,697

Expenses & distributions

Benefits paid: $0
Administrative expenses: $18,299
Total expenses: $18,299
Net increase / (decrease): $5,723,398

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets0%Computed ratio

Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

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

What to inspect next

Frequently asked questions

Who sponsors the Mfs Heritage Trust Company Collective Investment Trust - Mfs International Growth Ex-Emerging Markets Fund?: Mfs Heritage Trust Company Collective Investment Trust - Mfs International Growth Ex-Emerging Markets Fund is reported as sponsored by Mfs Heritage Trust Company (EIN 57-1187281, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Mfs Heritage Trust Company Collective Investment Trust - Mfs International Growth Ex-Emerging Markets Fund?: The latest Form 5500 filing year loaded for Mfs Heritage Trust Company Collective Investment Trust - Mfs International Growth Ex-Emerging Markets Fund is 2023.
How many participants does Mfs Heritage Trust Company Collective Investment Trust - Mfs International Growth Ex-Emerging Markets Fund report?: The participant count for Mfs Heritage Trust Company Collective Investment Trust - Mfs International Growth Ex-Emerging Markets Fund is not reported in the loaded dataset.
What are the reported plan assets for Mfs Heritage Trust Company Collective Investment Trust - Mfs International Growth Ex-Emerging Markets Fund?: Mfs Heritage Trust Company Collective Investment Trust - Mfs International Growth Ex-Emerging Markets Fund reports $37,563,314 in end-of-year plan assets in its latest loaded Form 5500 filing.

Form 5500 terms, in plain English

Form 5500: The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H: The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I: The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C: Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets: Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions: Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.