How many benefit plans does Benefit Trust Company report on Form 5500?

Benefit Trust Company (EIN 43-0995254) reports 37 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Benefit Trust Company?

The Employer Identification Number (EIN) reported for Benefit Trust Company is 43-0995254.

What is the latest Form 5500 filing year for Benefit Trust Company?

The latest loaded Form 5500 filing year for Benefit Trust Company is 2023.

Benefit 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, Benefit Trust Company (EIN 43-0995254) is a plan sponsor located in Overland Park, KS with 37 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: 43-0995254
Location: Overland Park, KS
Loaded plans: 37
Latest filing year: 2023

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$950MSummed across loaded plans$950,022,613

Total reported assets$951.1M$951,131,957

Total reported participantsNot reported

Total reported liabilities$1.1M$1,109,344

Reported net position

Reported assets = net assets + liabilities (summed)$951.1M total assets

Net assets$950MLiabilities$1.1M

Contributions & income

Total income / additions$124.3M

Expenses & distributions

Benefits paid / distributions$0

Total expenses$2.6M

Net increase / (decrease)$121.7M

Data coverage

Plans with financial statements37 / 37 (100%)

Plans with provider compensation0 / 37 ()

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 assets15%Stadion Flex Fund

Loaded plans37

Ranked by reported assets

Largest loaded plans

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

1
Stadion Flex Fund$144.9M
Plan #234 · not reported in the loaded dataset participants · 2023
2
Stadion Moderate Growth Fund$117.4M
Plan #021 · not reported in the loaded dataset participants · 2023
3
Stadion Domestic Equity Fund$104.3M
Plan #052 · not reported in the loaded dataset participants · 2023
4
Stadion Core Income Fund$102.4M
Plan #056 · not reported in the loaded dataset participants · 2023
5
Stadion Growth Fund$92.6M
Plan #020 · not reported in the loaded dataset participants · 2023
6
Stadion Balanced Fund$57.4M
Plan #022 · not reported in the loaded dataset participants · 2023
7
Benefit Fci Life Strategy Growth Fund$57.2M
Plan #018 · not reported in the loaded dataset participants · 2023
8
Stadion International Equity Fund$57.2M
Plan #053 · not reported in the loaded dataset participants · 2023
9
Benefit Fci Life Strategy Moderate Growth Fund$37.4M
Plan #017 · not reported in the loaded dataset participants · 2023
10
Stadion Conservative Fund$34.6M
Plan #023 · not reported in the loaded dataset participants · 2023
11
Stadion Capital Preservation Fund$25M
Plan #024 · not reported in the loaded dataset participants · 2023
12
Stadion Maximum Growth Fund$20M
Plan #048 · not reported in the loaded dataset participants · 2023

Search all 37 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Benefit Trust Company
Year	Plan	Participants	Schedules	Filing
2023	Benefit Meritage Bond Fund	not reported in the loaded dataset	H	20240708153054NAL0012542961001
2023	Benefit Meritage Growth Equity Fund	not reported in the loaded dataset	H	20240708153125NAL0014344193001
2023	Benefit Meritage Value Equity Fund	not reported in the loaded dataset	H	20240708153146NAL0026883442001
2023	Benefit Fci Life Strategy Growth Fund	not reported in the loaded dataset	H	20240905114240NAL0011780211001
2023	Benefit Fci Life Strategy Moderate Growth Fund	not reported in the loaded dataset	H	20240905114325NAL0021488833001
2023	Benefit Stadion Pension Plan Trust	not reported in the loaded dataset	H	20240905114337NAL0038640688001
2023	Benefit Fci Life Strategy Aggressive Growth Fund	not reported in the loaded dataset	H	20240905114411NAL0011781459001
2023	Stadion Capital Preservation Fund	not reported in the loaded dataset	H	20240905114707NAL0011783795001