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 87-6519065) is a plan sponsor located in Overland Park, KS with 2 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
87-6519065
Location
Overland Park, KS
Loaded plans
2
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

  • 2 loaded plans hold $3.2K in reported assets.
  • The largest, State Street Target Retirement 2035 Fund, holds 73% of this company's reported plan assets.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$0Summed across loaded plans
Total reported assets$3.2K$3,165
Total reported participantsNot reported
Total reported liabilities$3.2K$3,165

Reported net position

Reported assets = net assets + liabilities (summed)$3.2K total assets
Net assets$0Liabilities$3.2K
Contributions & income
Total income / additions$359
Expenses & distributions
Benefits paid / distributionsNot reported
Total expensesNot reported
Net increase / (decrease)$359

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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 assets73%State Street Target Retirement 2035 Fund
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    State Street Target Retirement 2035 Fund$2.3K
    Plan #325 · not reported in the loaded dataset participants · 2023
  2. 2
    State Street Target Retirement 2060 Fund$850
    Plan #330 · 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
    State Street Target Retirement 2060 FundParticipants not reported · 4Sch H
    View filing →
  2. 2023
    State Street Target Retirement 2035 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 87-6519065) reports 2 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 87-6519065.
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