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 99-6912621) is a plan sponsor located in Overland Park, KS with 11 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
99-6912621
Location
Overland Park, KS
Loaded plans
11
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$126.4MSummed across loaded plans$126,441,757
Total reported assets$126.5M$126,450,082
Total reported participantsNot reported
Total reported liabilities$8.3K$8,325

Reported net position

Reported assets = net assets + liabilities (summed)$126.5M total assets
Net assets$126.4MLiabilities$8.3K
Contributions & income
Total income / additions$6.9M
Expenses & distributions
Benefits paid / distributions$0
Total expenses$25K
Net increase / (decrease)$6.9M

Data coverage

Plans with financial statements11 / 11 (100%)
Plans with provider compensation0 / 11 ()

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%State Street American Funds Hybrid 2035 Trust
Loaded plans11
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 American Funds Hybrid 2035 Trust$19.5M
    Plan #381 · not reported in the loaded dataset participants · 2023
  2. 2
    State Street American Funds Hybrid 2050 Trust$18.2M
    Plan #384 · not reported in the loaded dataset participants · 2023
  3. 3
    State Street American Funds Hybrid 2045 Trust$17.2M
    Plan #383 · not reported in the loaded dataset participants · 2023
  4. 4
    State Street American Funds Hybrid 2040 Trust$15.4M
    Plan #382 · not reported in the loaded dataset participants · 2023
  5. 5
    State Street American Funds Hybrid 2025 Trust$14.3M
    Plan #379 · not reported in the loaded dataset participants · 2023
  6. 6
    State Street American Funds Hybrid 2055 Trust$12M
    Plan #385 · not reported in the loaded dataset participants · 2023
  7. 7
    State Street American Funds Hybrid 2060 Trust$10M
    Plan #386 · not reported in the loaded dataset participants · 2023
  8. 8
    State Street American Funds Hybrid 2030 Trust$8.1M
    Plan #380 · not reported in the loaded dataset participants · 2023
  9. 9
    State Street American Funds Hybrid 2020 Trust$6.1M
    Plan #378 · not reported in the loaded dataset participants · 2023
  10. 10
    State Street American Funds Hybrid Income Trust$5.6M
    Plan #377 · not reported in the loaded dataset participants · 2023
  11. 11
    State Street American Funds Hybrid 2065 Trust$135.2K
    Plan #387 · not reported in the loaded dataset participants · 2023

Search all 11 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Benefit Trust Company
YearPlanParticipantsSchedulesFiling
2023State Street American Funds Hybrid 2020 Trustnot reported in the loaded datasetH20241002203357NAL0008904817001
2023State Street American Funds Hybrid 2025 Trustnot reported in the loaded datasetH20241002203447NAL0016064864001
2023State Street American Funds Hybrid 2030 Trustnot reported in the loaded datasetH20241002203533NAL0017780050001
2023State Street American Funds Hybrid 2035 Trustnot reported in the loaded datasetH20241002203737NAL0016065584001
2023State Street American Funds Hybrid 2040 Trustnot reported in the loaded datasetH20241002203823NAL0016065648001
2023State Street American Funds Hybrid 2045 Trustnot reported in the loaded datasetH20241002204301NAL0009473489001
2023State Street American Funds Hybrid 2050 Trustnot reported in the loaded datasetH20241002204347NAL0004356051001
2023State Street American Funds Hybrid 2055 Trustnot reported in the loaded datasetH20241002204439NAL0015399168001

Related Form 5500 pages