OpenERISA

Mercer Trust Company LLC

Boston, MA, 02110

EIN 04-6691601
Plans
26
Total participants
—
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
—

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500002Post Retirement Date Fund—
2024Form 55000032020 Retirement Date Fund—
2024Form 55000042030 Retirement Date Fund—
2024Form 55000052040 Retirement Date Fund—
2024Form 55000062050 Retirement Date Fund—
2024Form 5500007Conservative Risk Fund—
2024Form 5500008Moderate Risk Fund—
2024Form 5500009Aggressive Risk Fund—
2024Form 5500011Large Cap Equity Fund—
2024Form 5500012Large Cap Index Equity Fund—
2024Form 5500014Small-Mid Cap Equity Fund—
2024Form 5500016All Cap Index Equity Fund—
2024Form 5500017International All Cap Equity Fund—
2024Form 5500018International Index Equity Fund—
2024Form 5500020Bond Core Plus Fund—
2024Form 5500021Bond Index Fund—
2024Form 5500022Stable Asset Return Fund—
2024Form 5500023Real Asset Return Fund—
2024Form 5500024Alternative Alpha Fund—
2024Form 55000252025 Retirement Date Fund—
2024Form 55000262035 Retirement Date Fund—
2024Form 55000272045 Retirement Date Fund—
2024Form 55000282055 Retirement Date Fund—
2024Form 55000292060 Retirement Date Fund—
2024Form 5500030Small-Mid Cap Index Equity Fund—
2024Form 5500031Income Focused Fund—
2023Form 5500002Post Retirement Date Fund—
2023Form 55000032020 Retirement Date Fund—
2023Form 55000042030 Retirement Date Fund—
2023Form 55000052040 Retirement Date Fund—
2023Form 55000062050 Retirement Date Fund—
2023Form 5500007Conservative Risk Fund—
2023Form 5500008Moderate Risk Fund—
2023Form 5500009Aggressive Risk Fund—
2023Form 5500011Large Cap Equity Fund—
2023Form 5500012Large Cap Index Equity Fund—
2023Form 5500014Small-Mid Cap Equity Fund—
2023Form 5500016All Cap Index Equity Fund—
2023Form 5500017International All Cap Equity Fund—
2023Form 5500018International Index Equity Fund—
2023Form 5500020Bond Core Plus Fund—
2023Form 5500021Bond Index Fund—
2023Form 5500022Stable Asset Return Fund—
2023Form 5500023Real Asset Return Fund—
2023Form 5500024Alternative Alpha Fund—
2023Form 55000252025 Retirement Date Fund—
2023Form 55000262035 Retirement Date Fund—
2023Form 55000272045 Retirement Date Fund—
2023Form 55000282055 Retirement Date Fund—
2023Form 55000292060 Retirement Date Fund—
2023Form 5500030Small-Mid Cap Index Equity Fund—
2023Form 5500031Income Focused Fund—
2022Form 5500002Post Retirement Date Fund—
2022Form 55000032020 Retirement Date Fund—
2022Form 55000042030 Retirement Date Fund—
2022Form 55000052040 Retirement Date Fund—
2022Form 55000062050 Retirement Date Fund—
2022Form 5500007Conservative Risk Fund—
2022Form 5500008Moderate Risk Fund—
2022Form 5500009Aggressive Risk Fund—
2022Form 5500011Large Cap Equity Fund—
2022Form 5500012Large Cap Index Equity Fund—
2022Form 5500014Small-Mid Cap Equity Fund—
2022Form 5500016All Cap Index Equity Fund—
2022Form 5500017International All Cap Equity Fund—
2022Form 5500018International Index Equity Fund—
2022Form 5500020Bond Core Plus Fund—
2022Form 5500021Bond Index Fund—
2022Form 5500022Stable Asset Return Fund—
2022Form 5500023Real Asset Return Fund—
2022Form 5500024Alternative Alpha Fund—
2022Form 55000252025 Retirement Date Fund—
2022Form 55000262035 Retirement Date Fund—
2022Form 55000272045 Retirement Date Fund—
2022Form 55000282055 Retirement Date Fund—
2022Form 55000292060 Retirement Date Fund—
2022Form 5500030Small-Mid Cap Index Equity Fund—
2022Form 5500031Income Focused Fund—
2021Form 5500002Post Retirement Date Fund—
2021Form 55000032020 Retirement Date Fund—
2021Form 55000042030 Retirement Date Fund—
2021Form 55000052040 Retirement Date Fund—
2021Form 55000062050 Retirement Date Fund—
2021Form 5500007Conservative Risk Fund—
2021Form 5500008Moderate Risk Fund—
2021Form 5500009Aggressive Risk Fund—
2021Form 5500011Large Cap Equity Fund—
2021Form 5500012Large Cap Index Equity Fund—
2021Form 5500014Small-Mid Cap Equity Fund—
2021Form 5500016All Cap Index Equity Fund—
2021Form 5500017International All Cap Equity Fund—
2021Form 5500018International Index Equity Fund—
2021Form 5500020Bond Core Plus Fund—
2021Form 5500021Bond Index Fund—
2021Form 5500022Stable Asset Return Fund—
2021Form 5500023Real Asset Return Fund—
2021Form 5500024Alternative Alpha Fund—
2021Form 55000252025 Retirement Date Fund—
2021Form 55000262035 Retirement Date Fund—
2021Form 55000272045 Retirement Date Fund—
2021Form 55000282055 Retirement Date Fund—
2021Form 55000292060 Retirement Date Fund—
2021Form 5500030Small-Mid Cap Index Equity Fund—
2021Form 5500031Income Focused Fund—
2020Form 5500002Income Retirement Date Fund—
2020Form 55000032020 Retirement Date Fund—
2020Form 55000042030 Retirement Date Fund—
2020Form 55000052040 Retirement Date Fund—
2020Form 55000062050 Retirement Date Fund—
2020Form 5500007Conservative Risk Fund—
2020Form 5500008Moderate Risk Fund—
2020Form 5500009Aggressive Risk Fund—
2020Form 5500011Large Cap Equity Fund—
2020Form 5500012Large Cap Index Equity Fund—
2020Form 5500014Small-Mid Cap Equity Fund—
2020Form 5500016All Cap Index Equity Fund—
2020Form 5500017International All Cap Equity Fund—
2020Form 5500018International Index Equity Fund—
2020Form 5500020Bond Core Plus Fund—
2020Form 5500021Bond Index Fund—
2020Form 5500022Stable Asset Return Fund—
2020Form 5500023Real Asset Return Fund—
2020Form 5500024Alternative Alpha Fund—
2020Form 55000252025 Retirement Date Fund—
2020Form 55000262035 Retirement Date Fund—
2020Form 55000272045 Retirement Date Fund—
2020Form 55000282055 Retirement Date Fund—
2020Form 55000292060 Retirement Date Fund—
2020Form 5500030Small-Mid Cap Index Equity Fund—
2020Form 5500031Income Focused Fund—

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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