Stadion Balanced Fund — Form 5500 plan (Benefit Trust Company)
Plain-English plan 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, Stadion Balanced Fund is a benefit plan reported by Benefit Trust Company under EIN 43-0995254 and plan number 022. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $57,443,920 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Benefit Trust Company
- EIN
- 43-0995254
- Plan number
- 022
- Plan type
- 4
- Location
- Overland Park, KS
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H | 20240905115559NAL0038660672001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $57,443,920
- Total liabilities (EOY)
- $30,611
- Net assets (EOY)
- $57,413,309
- Net assets (BOY)
- $53,651,439
Income & contributions
- Total contributions
- $0
- Total income / additions
- $6,808,055
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $339,425
- Total expenses
- $339,425
- Net increase / (decrease)
- $6,468,630
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.