Plan5500

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 81-6274538) is a plan sponsor located in Overland Park, KS with 7 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
81-6274538
Location
Overland Park, KS
Loaded plans
7
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 Benefit Trust Company

  • 7 loaded plans hold $552.4M in reported assets.
  • The largest, Stadion Domestic Equity Etf Fund, holds 31% of this company's reported plan assets.
  • 7 of 7 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$551.3MSummed across loaded plans$551,274,229
Total reported assets$552.4M$552,449,695
Total reported participantsNot reported
Total reported liabilities$1.2M$1,175,466

Reported net position

Reported assets = net assets + liabilities (summed)$552.4M total assets
Net assets$551.3MLiabilities$1.2M
Contributions & income
Total income / additions$75M
Expenses & distributions
Benefits paid / distributions$0
Total expenses$1.5M
Net increase / (decrease)$73.6M

Data coverage

Plans with financial statements7 / 7 (100%)
Plans with provider compensation0 / 7 ()

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 assets31%Stadion Domestic Equity Etf Fund
Loaded plans7
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Stadion Domestic Equity Etf Fund$171.7M
    Plan #059 · not reported in the loaded dataset participants · 2023
  2. 2
    Stadion International Equity Etf Fund$92.3M
    Plan #060 · not reported in the loaded dataset participants · 2023
  3. 3
    Stadion Cyclical Trend Etf Fund$70.5M
    Plan #062 · not reported in the loaded dataset participants · 2023
  4. 4
    Stadion Dynamic Trend Etf Fund$70.1M
    Plan #061 · not reported in the loaded dataset participants · 2023
  5. 5
    Stadion Long Duration Fixed Income Etf Fund$63.4M
    Plan #064 · not reported in the loaded dataset participants · 2023
  6. 6
    Stadion Core Income Etf Fund$48.2M
    Plan #063 · not reported in the loaded dataset participants · 2023
  7. 7
    Stadion Short Duration Fixed Income Etf Fund$36.2M
    Plan #065 · not reported in the loaded dataset 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 Benefit Trust Company. Open one for its full reported snapshot.

  1. 2023
    Stadion Domestic Equity Etf FundParticipants not reported · 4Sch H
    View filing →
  2. 2023
    Stadion International Equity Etf FundParticipants not reported · 4Sch H
    View filing →
  3. 2023
    Stadion Cyclical Trend Etf FundParticipants not reported · 4Sch H
    View filing →
  4. 2023
    Stadion Dynamic Trend Etf FundParticipants not reported · 4Sch H
    View filing →
  5. 2023
    Stadion Core Income Etf FundParticipants not reported · 4Sch H
    View filing →
  6. 2023
    Stadion Long Duration Fixed Income Etf FundParticipants not reported · 4Sch H
    View filing →
  7. 2023
    Stadion Short Duration Fixed Income Etf FundParticipants not reported · 4Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Benefit Trust Company report on Form 5500?
Benefit Trust Company (EIN 81-6274538) reports 7 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 81-6274538.
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.

Related Form 5500 pages