Russell Investments Russell 1000 Index Fund — Form 5500 plan (Russell Investments 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, Russell Investments Russell 1000 Index Fund is a benefit plan reported by Russell Investments Trust Company under EIN 91-1117282 and plan number 016. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $929,953,064 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$929.5MPlan net assets, end of year$929,528,250
ParticipantsNot reported
Assets / participantNot reported
Provider compensationNone reported
- Plan sponsor
- Russell Investments Trust Company
- EIN
- 91-1117282
- Plan number
- 016
- Plan type
- 4
- Location
- Seattle, WA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H | 20241007173814NAL0009091731001 |
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)$930M total assets
Net assets$929.5MLiabilities$424.8K
Full reported line items
Net assets
- Total assets (EOY)
- $929,953,064
- Total liabilities (EOY)
- $424,814
- Net assets (EOY)
- $929,528,250
- Net assets (BOY)
- $975,688,377
Income & contributions
- Total contributions
- $0
- Total income / additions
- $216,580,335
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $419,687
- Total expenses
- $419,687
- Net increase / (decrease)
- $216,160,648
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.