Spartan Group Trust For Employee Benefit Plans Spartan Emerging Markets Index Pool — Form 5500 plan (Geode Capital Management Trust Company, LLC)

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, Spartan Group Trust For Employee Benefit Plans Spartan Emerging Markets Index Pool is a benefit plan reported by Geode Capital Management Trust Company, LLC under EIN 82-6293122 and plan number 007. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $5,019,201,444 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Geode Capital Management Trust Company, LLC
EIN
82-6293122
Plan number
007
Plan type
4
Location
Boston, MA
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$5,019,201,444

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH20240629180955NAL0003489872001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,019,201,444
Total liabilities (EOY)
$80,517,289
Net assets (EOY)
$4,938,684,155
Net assets (BOY)
$3,553,003,456

Income & contributions

Total contributions
$0
Total income / additions
$404,763,794

Expenses & distributions

Benefits paid
$0
Administrative expenses
$27,948
Total expenses
$27,948
Net increase / (decrease)
$404,735,846

Service provider compensation (Schedule C)

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

Related Form 5500 pages