Benefit Trust Company (EIN 88-6689055) 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 18 filings report $1.4B in assets.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Morningstar Lifetime Growth 2035 Index SL Fund | 364 | 0 | $199.9M |
| Morningstar Lifetime Growth 2040 Index SL Fund | 365 | 0 | $199.8M |
| Morningstar Lifetime Growth 2030 Index SL Fund | 363 | 0 | $185.2M |
| Morningstar Lifetime Growth 2045 Index SL Fund | 366 | 0 | $175.8M |
| Morningstar Lifetime Growth 2050 Index SL Fund |
88-6689055 is the Employer Identification Number (EIN) Benefit 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 Kansas EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
| 367 |
| 0 |
| $152.3M |
| Morningstar Lifetime Growth 2025 Index SL Fund | 362 | 0 | $148.8M |
| Morningstar Lifetime Growth 2055 Index SL Fund | 368 | 0 | $110.5M |
| Morningstar Lifetime Growth 2060 Index SL Fund | 369 | 0 | $64.3M |
| Morningstar Lifetime Growth 2020 Index SL Fund | 361 | 0 | $60.6M |
| Morningstar Lifetime Growth Income Index SL Fund | 358 | 0 | $30.5M |
| Morningstar Lifetime Growth 2015 Index SL Fund | 360 | 0 | $20.1M |
| Morningstar Lifetime Growth 2065 Index SL Fund | 370 | 0 | $19.9M |
| Morningstar Lifetime Moderate 2050 Index NL Fund | 353 | 0 | $0 |
| Morningstar Lifetime Moderate 2040 Index NL Fund | 351 | 0 | $0 |
| Morningstar Lifetime Moderate 2030 Index NL Fund | 349 | 0 | $0 |
| Morningstar Lifetime Moderate 2060 Index NL Fund | 356 | 0 | $0 |
| Morningstar Lifetime Moderate 2020 Index NL Fund | 347 | 0 | $0 |
| Morningstar Lifetime Moderate 2015 Index FL Fund | 346 | 0 | $0 |