Benetrends Group Trust — 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, Benetrends Group Trust (EIN 86-1387834) is a plan sponsor located in Sioux Falls, SD with 1 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
86-1387834
Location
Sioux Falls, SD
Loaded plans
1
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 Benetrends Group Trust

  • 1 loaded plans hold $991.4K in reported assets.
  • The largest, Benetrends Group Trust, holds 100% of this company's reported plan assets.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$993.7KSummed across loaded plans$993,684
Total reported assets$991.4K$991,424
Total reported participantsNot reported
Total reported liabilities-$2.3K-$2,260

Reported net position

Reported assets = net assets + liabilities (summed)$991.4K total assets
Net assets$993.7KLiabilities-$2.3K
Contributions & income
Employer contributions$215.8K
Participant contributionsNot reported
Total income / additions$389.1K
Expenses & distributions
Benefits paid / distributions$25.3K
Total expenses$35.1K
Net increase / (decrease)$354K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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 assets100%Benetrends Group Trust
Loaded plans1
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Plan #001 · not reported in the loaded dataset participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Benetrends Group Trust. Open one for its full reported snapshot.

  1. 2023
    Benetrends Group TrustParticipants not reported · 4Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Benetrends Group Trust report on Form 5500?
Benetrends Group Trust (EIN 86-1387834) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Benetrends Group Trust?
The Employer Identification Number (EIN) reported for Benetrends Group Trust is 86-1387834.
What is the latest Form 5500 filing year for Benetrends Group Trust?
The latest loaded Form 5500 filing year for Benetrends Group Trust is 2023.

Related Form 5500 pages