Blue Trust Inc. Retirement Plan — Form 5500 plan (Blue Trust Inc.)
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, Blue Trust Inc. Retirement Plan is a benefit plan reported by Blue Trust Inc. under EIN 85-3932468 and plan number 001. The latest loaded filing year is 2023. The filing reports 410 participants and $27,583,052 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Blue Trust Inc.
- EIN
- 85-3932468
- Plan number
- 001
- Plan type
- 2
- Location
- Alpharetta, GA
- Latest filing year
- 2023
- Participants
- 410
- End-of-year plan assets
- $27,583,052
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 410 | H, C | 20241008080551NAL0033117218001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,583,052
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,583,052
- Net assets (BOY)
- $17,560,928
Income & contributions
- Employer contributions
- $1,867,619
- Participant contributions
- $4,355,935
- Total contributions
- $7,918,899
- Total income / additions
- $11,495,961
Expenses & distributions
- Benefits paid
- $1,402,891
- Administrative expenses
- $70,946
- Total expenses
- $1,473,837
- Net increase / (decrease)
- $10,022,124
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rpa Financial LLC | INVESTMENT ADVISOR | $39,616 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $27,889 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,441 | not reported in the loaded dataset | 2023 |