Back to filter
Original filing (PDF)20250909101353NAL0012521667001
BENEFIT TRUST COMPANY
Form 5500
FILING_RECEIVED
STADION TARGETFIT 2040 MODERATE STRATEGY
Employee benefit plan
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
How this plan invests
This plan
4 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
90
Knocking points off
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BENEFIT TRUST COMPANY.
Plan sponsor
Name
BENEFIT TRUST COMPANY
EIN
43-0995254
Address
5901 COLLEGE BLVD · SUITE 100 · OVERLAND PARK, KS · 66211
Phone
(913) 319-0380
Plan administrator
Name
BENEFIT TRUST COMPANY
EIN
43-1971558
City
OVERLAND PARK, KS
Phone
(913) 319-0380
Plan characteristics
Plan number
040
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-09
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
4 pooled funds· $3.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| STADION DOMESTIC EQUITY FUND BENEFIT TRUST COMPANY · EIN 43-0995254 / PN 052 | Common Collective Trust | $1.4M | 40.9% |
| STADION FLEX FUND BENEFIT TRUST COMPANY · EIN 43-0995254 / PN 234 | Common Collective Trust | $861K | 25.6% |
| STADION INTERNATIONAL EQUITY FUND BENEFIT TRUST COMPANY · EIN 43-0995254 / PN 053 | Common Collective Trust | $740K | 22.0% |
| STADION CORE INCOME FUND BENEFIT TRUST COMPANY · EIN 43-0995254 / PN 056 | Common Collective Trust | $384K | 11.4% |
Related plans
Large plans in Kansas
KOCH COMPANIES, LLC
KOCH COMPANIES DEFINED CONTRIBUTION MASTER TRUST
$13.4B
KOCH COMPANIES, LLC
KOCH COMPANIES DEFINED BENEFIT MASTER TRUST
$6.1B
KOCH COMPANIES, LLC
KOCH EMPLOYEES' SAVINGS PLAN
$4.3B · 11,749 participants
PERFORMANCE CONTRACTING GROUP, INC.
PERFORMANCE CONTRACTING GROUP, INC. ESOP/401(K) PLAN
$3.6B · 1,366 participants
KOCH INDUSTRIES, INC.
KOCH INDUSTRIES INC EMPLOYEES' SAVINGS PLAN
$3.4B · 11,911 participants
BVH, INC.
BLACK & VEATCH RETIREMENT PROGRAM
$3.0B · 7,022 participants