2023 Form 5500 filing — Blue Trust Inc. Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241008080551NAL0033117218001) for Blue Trust Inc. Retirement Plan, reported by Blue Trust Inc. under EIN 85-3932468 and plan number 001. It reports 410 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008080551NAL0033117218001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Blue Trust Inc.
- EIN
- 85-3932468
- Plan number
- 001
- Location
- Alpharetta, GA
- Participants
- 410
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,583,052
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,583,052
- Employer contributions
- $1,867,619
- Participant contributions
- $4,355,935
- Total income / additions
- $11,495,961
- Benefits paid
- $1,402,891
- Administrative expenses
- $70,946
- Total expenses
- $1,473,837
- Net increase / (decrease)
- $10,022,124
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rpa Financial LLC | INVESTMENT ADVISOR | $39,616 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $27,889 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,441 | not reported in the loaded dataset |