Yourpath Passive 2025 Moderate — 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, Yourpath Passive 2025 Moderate is a benefit plan reported by Benefit Trust Company under EIN 83-6725700 and plan number 208. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $209,016,855 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Benefit Trust Company
- EIN
- 83-6725700
- Plan number
- 208
- Plan type
- 4
- Location
- Overland Park, KS
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $209,016,855
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H | 20240729161350NAL0011225155001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $209,016,855
- Total liabilities (EOY)
- $12,159
- Net assets (EOY)
- $209,004,696
- Net assets (BOY)
- $149,762,368
Income & contributions
- Total contributions
- $0
- Total income / additions
- $21,692,318
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $106,538
- Total expenses
- $106,538
- Net increase / (decrease)
- $21,585,780
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.