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Original filing (PDF)20251007091721NAL0004549233002
SEI TRUST COMPANY
Form 5500
FILING_RECEIVED
BENEFIT FUNDS INVESTMENT TRUST
Employee benefit plan
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$8.8B
Net assets (EOY)
$8.6B
How this plan invests
This plan
25 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 SEI TRUST COMPANY.
Plan sponsor
Name
SEI TRUST COMPANY
EIN
47-4340154
Address
1 FREEDOM VALLEY DRIVE · OAKS, PA · 194569989
Phone
(610) 676-2369
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
083
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
25 pooled funds· $3.8B(44% 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.
Common Collective Trust
$3.8B
24 holdings
103-12 Investment Entity
$61.0M
1 holding
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| CORE BOND FUND SEI TRUST COMPANY · EIN 47-4351650 / PN 013 | Common Collective Trust | $541.0M | 6.1% |
| BLACKROCK EQUITY INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-6052285 / PN 001 | Common Collective Trust | $499.5M | 5.6% |
| U.S. LARGE CAP EQUITY FUND SEI TRUST COMPANY · EIN 47-4470661 / PN 014 | Common Collective Trust | $474.7M | 5.4% |
| INTERNATIONAL EQUITY FUND SEI TRUST COMPANY · EIN 35-2536347 / PN 016 | Common Collective Trust | $350.3M | 4.0% |
| PASSIVE US LARGE CAP EQUITY FUND SEI TRUST COMPANY · EIN 82-1642901 / PN 023 | Common Collective Trust | $248.3M | 2.8% |
| U.S. SMALL-MID CAP EQUITY FUND SEI TRUST COMPANY · EIN 47-4476876 / PN 015 | Common Collective Trust | $193.3M | 2.2% |
| AQR EMERGING MARKETS EQUITY FUND GLOBAL TRUST COMPANY · EIN 90-6194032 / PN 003 | Common Collective Trust | $160.8M | 1.8% |
| DIVERSIFIED REAL ASSETS FUND SEI TRUST COMPANY · EIN 82-1953973 / PN 022 | Common Collective Trust | $149.4M | 1.7% |
| HIGH YIELD BOND FUND SEI TRUST COMPANY · EIN 47-4392178 / PN 019 | Common Collective Trust | $148.1M | 1.7% |
| PIMCO STOCKSPLUS SMALL COLLECTIVE T SEI TRUST COMPANY · EIN 83-0796239 / PN 012 | Common Collective Trust | $144.5M | 1.6% |
| SHORT TERM BOND FUND SEI TRUST COMPANY · EIN 47-4459922 / PN 012 | Common Collective Trust | $125.0M | 1.4% |
| PASSIVE INTERNATIONAL EQUITY FUND SEI TRUST COMPANY · EIN 84-5128392 / PN 026 | Common Collective Trust | $114.3M | 1.3% |
| REAL RETURN BOND FUND SEI TRUST COMPANY · EIN 47-4438817 / PN 017 | Common Collective Trust | $100.7M | 1.1% |
| WILLIAM BLAIR SMALL-MID CAP GROWTH GLOBAL TRUST COMPANY · EIN 27-6331814 / PN 007 | Common Collective Trust | $94.7M | 1.1% |
| BAIRD SMALL/MID CAP GROWTH CIT RELIANCE TRUST COMPANY · EIN 85-6135714 / PN 029 | Common Collective Trust | $94.2M | 1.1% |
| HOOD RIVER SMALL/MID CAP GROWTH CT SEI TRUST COMPANY · EIN 83-1559199 / PN 001 | Common Collective Trust | $92.4M | 1.0% |
| BLACKROCK MSCI ACWI EX-U.S. INDEX BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-4431087 / PN 001 | Common Collective Trust | $78.0M | 0.9% |
| JPMCB CORE DIVERSIFIED COMMERCIAL P JPMORGAN CHASE BANK, N.A. · EIN 47-2718728 / PN 001 | Common Collective Trust | $62.5M | 0.7% |
| PGIM RETIREMENT REAL ESTATE FUND II PGIM INC. · EIN 83-1921274 / PN 001 | 103-12 Investment Entity | $61.0M | 0.7% |
| DRIEHAUS EMERGING MARKET FUND RELIANCE TRUST COMPANY · EIN 37-6553761 / PN 001 | Common Collective Trust | $47.7M | 0.5% |
| EMERGING MARKETS EQUITY FUND SEI TRUST COMPANY · EIN 47-4368492 / PN 020 | Common Collective Trust | $43.3M | 0.5% |
| STATE STREET REIT INDEX SECURITIES STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 070 | Common Collective Trust | $26.1M | 0.3% |
| BLACKROCK MSCI WORLD EQUITY EX-US BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 35-2167780 / PN 001 | Common Collective Trust | $0 | <0.1% |
| BBH INTERMEDIATE INFLATION INDEXED BROWN BROTHERS HARRIMAN TRUST COMPANY, N.A. · EIN 27-6904078 / PN 001 | Common Collective Trust | $0 | <0.1% |
| PRUDENTIAL HIGH YIELD FUND PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 127 | Common Collective Trust | $0 | <0.1% |
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