Plan5500

Bankers Trust Company — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Bankers Trust Company (EIN 42-6479996) is a plan sponsor located in Des Moines, IA with 8 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
42-6479996
Location
Des Moines, IA
Loaded plans
8
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Bankers Trust Company

  • 8 loaded plans hold $65M in reported assets.
  • The largest, Btc Moderate Allocation Fund, holds 27% of this company's reported plan assets.
  • Plans cover 0 reported participants.
  • 8 of 8 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$65MSummed across loaded plans$64,954,631
Total reported assets$65M$64,968,634
Total reported participants0
Total reported liabilities$14K$14,003

Reported net position

Reported assets = net assets + liabilities (summed)$65M total assets
Net assets$65MLiabilities$14K
Contributions & income
Total income / additions$10M
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$177.2K
Net increase / (decrease)$9.8M

Data coverage

Plans with financial statements8 / 8 (100%)
Plans with provider compensation0 / 8 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets27%Btc Moderate Allocation Fund
Participants per plan0Average across loaded plans
Loaded plans8
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Btc Moderate Allocation Fund$17.5M
    Plan #203 · 0 participants · 2023
  2. 2
    Btc Growth Allocation Fund$13M
    Plan #205 · 0 participants · 2023
  3. 3
    Select Equity Fund$12.1M
    Plan #105 · 0 participants · 2023
  4. 4
    Diversified Equity Fund$7.1M
    Plan #103 · 0 participants · 2023
  5. 5
    Btc Aggressive Allocation Fund$5.7M
    Plan #201 · 0 participants · 2023
  6. 6
    Diversified Bond Fund$4.4M
    Plan #102 · 0 participants · 2023
  7. 7
    Btc Conservative Allocation Fund$3.6M
    Plan #207 · 0 participants · 2023
  8. 8
    Btc Income Allocation Fund$1.4M
    Plan #209 · 0 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Bankers Trust Company. Open one for its full reported snapshot.

  1. 2023
    Select Equity Fund0 participants · 4Sch H
    View filing →
  2. 2023
    Btc Aggressive Allocation Fund0 participants · 4Sch H
    View filing →
  3. 2023
    Btc Growth Allocation Fund0 participants · 4Sch H
    View filing →
  4. 2023
    Diversified Bond Fund0 participants · 4Sch H
    View filing →
  5. 2023
    Btc Income Allocation Fund0 participants · 4Sch H
    View filing →
  6. 2023
    Btc Conservative Allocation Fund0 participants · 4Sch H
    View filing →
  7. 2023
    Diversified Equity Fund0 participants · 4Sch H
    View filing →
  8. 2023
    Btc Moderate Allocation Fund0 participants · 4Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Bankers Trust Company report on Form 5500?
Bankers Trust Company (EIN 42-6479996) reports 8 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Bankers Trust Company?
The Employer Identification Number (EIN) reported for Bankers Trust Company is 42-6479996.
What is the latest Form 5500 filing year for Bankers Trust Company?
The latest loaded Form 5500 filing year for Bankers Trust Company is 2023.

Related Form 5500 pages