Who sponsors the Morningstar Lifetime Growth 2045 Index Sl Fund?

Morningstar Lifetime Growth 2045 Index Sl Fund is reported as sponsored by Benefit Trust Company (EIN 88-6689055, plan number 366) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Morningstar Lifetime Growth 2045 Index Sl Fund?

The latest Form 5500 filing year loaded for Morningstar Lifetime Growth 2045 Index Sl Fund is 2023.

How many participants does Morningstar Lifetime Growth 2045 Index Sl Fund report?

The participant count for Morningstar Lifetime Growth 2045 Index Sl Fund is not reported in the loaded dataset.

What are the reported plan assets for Morningstar Lifetime Growth 2045 Index Sl Fund?

Morningstar Lifetime Growth 2045 Index Sl Fund reports $141,268,760 in end-of-year plan assets in its latest loaded Form 5500 filing.

Morningstar Lifetime Growth 2045 Index Sl 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, Morningstar Lifetime Growth 2045 Index Sl Fund is a benefit plan reported by Benefit Trust Company under EIN 88-6689055 and plan number 366. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $141,268,760 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$140MPlan net assets, end of year$139,955,165

ParticipantsNot reported

Assets / participantNot reported

Provider compensationNone reported

Plan sponsor: Benefit Trust Company
EIN: 88-6689055
Plan number: 366
Plan type: 4
Location: Overland Park, KS
Latest filing year: 2023

EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

2023
Participants not reported · 4Sch H
View filing →

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$141.3M total assets

Net assets$140MLiabilities$1.3M

Money in vs. money out

Total income / additions$21.3M

Total expenses$64.7K

Benefits paid / distributionsNot reported

Full reported line items

Net assets

Total assets (EOY): $141,268,760
Total liabilities (EOY): $1,313,595
Net assets (EOY): $139,955,165
Net assets (BOY): $106,249,646

Income & contributions

Total income / additions: $21,261,023

Expenses & distributions

Administrative expenses: $64,689
Total expenses: $64,689
Net increase / (decrease): $21,196,334

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets0%Computed ratio

Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.