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Original filing (PDF)20260210114855NAL0002155169002

GLOBAL TRUST COMPANY

Form 5500
FILING_RECEIVED
NCIT INDEX 2050 FUND
Employee benefit plan
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$84.6M
Net assets (EOY)
$84.3M
How this plan invests
This plan
7 collective trusts
Schedule D
Individual securities
on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
90
Knocking points off
  • No active participants reported but plan still holds assets.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GLOBAL TRUST COMPANY.
Plan sponsor
Name
GLOBAL TRUST COMPANY
EIN
32-6562512
Address
12 GILL STREET, SUITE 2600 · WOBURN, MA · 01801
Phone
(781) 970-5021
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
020
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-02-10
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

No Schedule C providers reported

Investments

7 pooled funds· $77.9M(92% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

InvestmentTypeCurrent value% of plan
BNYM SL STOCK INDEX FUND
THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 083
Common Collective Trust
$40.9M48.3%
BNYM SL INTL STOCK INDEX FUND
THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 081
Common Collective Trust
$19.4M22.9%
BNYM NSL EMERGING MKTS STOCK INDEX
THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 243
Common Collective Trust
$7.6M9.0%
BNYM SL MID CAP STOCK INDEX FUND
THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 174
Common Collective Trust
$5.4M6.4%
BNYM SL AGGREGATE BOND INDEX FUND
THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 085
Common Collective Trust
$1.9M2.3%
BNYM SL SMALL CAP STOCK INDEX FUND
THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 110
Common Collective Trust
$1.9M2.2%
LONG TERM GOV BOND INDEX FUND F
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-3997809 / PN 001
Common Collective Trust
$818K1.0%

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