American Century Retirement Date Hybrid 2040 Trust — 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, American Century Retirement Date Hybrid 2040 Trust is a benefit plan reported by Benefit Trust Company under EIN 83-6699605 and plan number 084. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $208,533,660 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Benefit Trust Company
- EIN
- 83-6699605
- Plan number
- 084
- 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 | 20240621103536NAL0001678179002 |
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)
- $208,533,660
- Total liabilities (EOY)
- $1,739,630
- Net assets (EOY)
- $206,794,030
- Net assets (BOY)
- $158,653,155
Income & contributions
- Total income / additions
- $24,913,569
Expenses & distributions
- Administrative expenses
- $396,159
- Total expenses
- $396,159
- Net increase / (decrease)
- $24,517,410
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.