Hand Benefits & Trust Company (EIN 74-2008758) files Form 5500 as a direct filing entity (DFE) — a pooled investment vehicle such as a collective trust, master trust, or 103-12 entity that employer plans invest in, not an employer-sponsored plan. Its 87 filings report $6.6B in assets.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| HB&T Stable Value Fund Fund | 240 | 0 | $585.6M |
| Globeflex ACWI EX-US Equity CIF | 216 | 0 | $497.2M |
| Retirement Right Stable Value Fund | 227 | 0 | $422.8M |
| Western Asset Core Plus Bond CIF | 113 | 0 | $412.5M |
| HB&T Lincoln Stable Value Fund | 214 | 0 | $358.7M |
74-2008758 is the Employer Identification Number (EIN) Hand Benefits & Trust Company reports on its Form 5500 filings as a direct filing entity. DFEs are pooled investment vehicles — collective trusts, master trusts, and similar entities — that file their own Form 5500 so the employer plans investing in them can reference it on Schedule D. A DFE has no employees or participants of its own.
Find other employers in the same state on Texas EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
| Agilis Long Credit Fund | 107 | 0 | $309.1M |
| HB&T PR Stable Value Fund Fund | 250 | 0 | $292.5M |
| Directions 5 - Aggressive | 245 | 0 | $270.5M |
| Directions 4 - Moderately Aggressive | 244 | 0 | $233.3M |
| DSM US Large Cap Growth Fund | 190 | 0 | $197.5M |
| Hamilton Capital Dynamic Equity | 217 | 0 | $195.9M |
| Snyder Capital Small/Mid Cap Value Fund | 185 | 0 | $195.7M |
| BW Global Investment Grade Fixed Income CIF | 112 | 0 | $174.7M |
| Western Asset Income Fund | 152 | 0 | $165.6M |
| AFL-CIO Housing Investment Trust DVF | 184 | 0 | $156.3M |
| Directions 3 - Moderate | 243 | 0 | $148.6M |
| Transamerica Balanced Fund | 248 | 0 | $126.4M |
| State Street Retirement Right in 2035 | 232 | 0 | $110.8M |
| State Street Retirement Right in 2030 | 231 | 0 | $101.2M |
| Western Asset Core Bond Fund | 186 | 0 | $98.1M |
| State Street Retirement Right in 2040 | 233 | 0 | $92.9M |
| State Street Retirement Right in 2045 | 234 | 0 | $85.1M |
| State Street Retirement Right in 2025 | 230 | 0 | $83.6M |
| Franklin Global DBI CIF | 192 | 0 | $79.0M |
| Aegon Large Cap Blend Equity Fund | 249 | 0 | $75.9M |
| Conning-Goodwin Core Plus Bond CIF | 157 | 0 | $69.3M |
| State Street Retirement Right in 2050 | 235 | 0 | $67.2M |
| Ullico SFA Fixed Income CIF | 239 | 0 | $56.8M |
| State Street Retirement Right in 2055 | 236 | 0 | $50.2M |
| State Street Retirement Right in 2020 | 229 | 0 | $49.4M |
| HB&T Metlife Stable Value Fund | 044 | 0 | $48.1M |
| Sterling Capital Core Fixed Income CIF | 226 | 0 | $46.6M |
| Directions 2 - Moderately Conservative | 242 | 0 | $43.7M |
| ABG Growth CIF | 207 | 0 | $43.6M |
| Vanguard 60/40 Moderate Aggressive Managed Trust Fund | 092 | 0 | $43.4M |
| ABG Balanced CIF | 206 | 0 | $43.2M |
| Directions 1 - Conservative | 241 | 0 | $41.4M |
| DGI Growth Fund | 153 | 0 | $39.0M |
| ABS Emerging Markets Local Alpha CIT | 246 | 0 | $38.3M |
| Clearbridge Large Cap Growth Fund | 183 | 0 | $35.8M |
| State Street Retirement Right in 2060 | 237 | 0 | $35.2M |
| ABG Aggressive CIF | 205 | 0 | $31.8M |
| Hamilton Capital Dynamic Balanced | 220 | 0 | $30.0M |
| Ullico J for JOBS Collective Investment Fund | 193 | 0 | $28.8M |
| Sage Cash Balance Moderate Fund | 149 | 0 | $28.2M |
| State Street Retirement Right in Retirement | 228 | 0 | $27.0M |
| Sage Cash Balance Conservative Fund | 150 | 0 | $24.1M |
| Hamilton Capital Targeted Opportunity | 219 | 0 | $22.7M |
| Jensen Quality Growth CIF | 204 | 0 | $21.6M |
| HB&T Short TERM Income Fund | 007 | 0 | $19.6M |
| ABG Income CIF | 208 | 0 | $18.7M |
| Western Asset Long Duration Credit CIF | 155 | 0 | $18.3M |
| Metlife Stable Value 32956 Fund | 116 | 0 | $17.9M |
| Bowen Haines Total Return Fund | 212 | 0 | $17.2M |
| Vanguard 80/20 Aggressive Managed Trust Fund | 094 | 0 | $16.3M |
| State Street Retirement Right in 2065 | 238 | 0 | $13.7M |
| Channing SMID-Cap Intrinsic Value CIF | 196 | 0 | $13.3M |
| Trademark Tactical Multifactor Fund | 069 | 0 | $9.6M |
| Vanguard 40/60 Moderate Managed Trust Fund | 091 | 0 | $8.2M |
| Vanguard 70/30 Moderate Aggressive Growth Managed Trust Fund | 093 | 0 | $7.0M |
| ABG Wealth Preservation CIF | 209 | 0 | $6.2M |
| Trademark Tactical Multifactor Conservative Fund | 067 | 0 | $5.6M |
| Vanguard 100 Equity Managed Trust Fund | 095 | 0 | $4.7M |
| Compass Capital High Quality CIF | 224 | 0 | $3.8M |
| Hamilton Capital Dynamic Opportunity | 247 | 0 | $3.3M |
| Sage Cash Balance Ultra Conservative Fund | 151 | 0 | $2.7M |
| Hamilton Capital Dynamic Bond | 218 | 0 | $1.9M |
| Hamilton Capital Dynamic Income | 221 | 0 | $1.6M |
| Vanguard 100 Fixed Income Managed Trust Fund | 089 | 0 | $1.1M |
| Vanguard 20/80 Conservative Managed Trust Fund | 090 | 0 | $909K |
| HB&T Blackrock Small Cap Equity Index | 201 | 0 | $0 |
| HB&T Blackrock US Aggregate Bond Index | 197 | 0 | $0 |
| HB&T Blackrock Large Cap Equity Index | 202 | 0 | $0 |
| First Trust Target DATE Fund 2030 | 047 | 0 | $0 |
| HB&T Blackrock Mid Cap Equity Index | 198 | 0 | $0 |
| Clearbridge Small Cap CIF | 187 | 0 | $0 |
| First Trust Target DATE Fund 2040 | 048 | 0 | $0 |
| First Trust Target DATE Fund 2050 | 156 | 0 | $0 |
| Royce Total Return Collective Trust Fund | 191 | 0 | $0 |
| Facets Lifestyle Moderate | 076 | 0 | $0 |
| Facets Lifestyle Aggressive | 075 | 0 | $0 |
| Clarivest Emerging Markets Equity Collective Fund | 109 | 0 | $0 |
| HB&T Blackrock Short TERM Bond Index | 199 | 0 | $0 |
| HB&T Blackrock MSCI ACWI EX-US Index | 200 | 0 | $0 |
| Tactical Core Stable Value Fund | 057 | 0 | $0 |
| First Trust Target DATE Fund 2020 | 046 | 0 | $0 |
| Facets Lifestyle Conservative | 077 | 0 | $0 |
