Unified Collective Investment Trust For Employee Benefit Plans — 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 Collective Investment Trust For Employee Benefit Plans is a benefit plan reported by American Trust Company under EIN 61-2025474 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $353,567,958 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Trust Company
- EIN
- 61-2025474
- Plan number
- 001
- Plan type
- 4
- Location
- Cordova, TN
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $353,567,958
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H | 20241011131404NAL0012523363001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $353,567,958
- Total liabilities (EOY)
- $247,120
- Net assets (EOY)
- $353,320,838
- Net assets (BOY)
- $321,804,020
Income & contributions
- Total contributions
- $0
- Total income / additions
- $47,216,845
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $475,202
- Total expenses
- $475,202
- Net increase / (decrease)
- $46,741,643
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.