Benefit Trust Company (EIN 99-6912621) 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 11 filings report $71.8M in assets.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| State Street American Funds Hybrid 2035 Trust | 381 | 0 | $18.4M |
| State Street American Funds Hybrid 2045 Trust | 383 | 0 | $18.3M |
| State Street American Funds Hybrid 2055 Trust | 385 | 0 | $13.0M |
| State Street American Funds Hybrid 2025 Trust | 379 | 0 | $11.4M |
| State Street American Funds Hybrid Income Trust |
99-6912621 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.
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| 377 |
| 0 |
| $4.7M |
| State Street American Funds Hybrid 2050 Trust | 384 | 0 | $1.6M |
| State Street American Funds Hybrid 2040 Trust | 382 | 0 | $1.3M |
| State Street American Funds Hybrid 2030 Trust | 380 | 0 | $1.3M |
| State Street American Funds Hybrid 2065 Trust | 387 | 0 | $833K |
| State Street American Funds Hybrid 2060 Trust | 386 | 0 | $807K |
| State Street American Funds Hybrid 2020 Trust | 378 | 0 | $273K |