How big is Benefit Trust Company's plan?

Benefit Trust Company's plan reported $39.0M in assets for 2024.

Original filing (PDF)20250922164027NAL0012828050001

Benefit Trust Company

Name: Benefit Trust Company — Heitman Real Estate, Form 5500 (2024)
Creator: Benefit Trust Company
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Heitman Real Estate Retirement Strategy CIT

Employee benefit plan · Benefit Trust Company's Heitman Real Estate Retirement Strategy CIT reported $39.0M in plan assets in 2024.

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$39.0M

Net assets (EOY)

$39.0M

Plan identifiers

Benefit Trust Company's EIN is 84-6663089.

EIN 84-6663089

Plan number 232

Plan year 2024

ACK ID 20250922164027NAL0012828050001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Benefit Trust Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Decision-maker contacts

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How this plan invests

This plan

2 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

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 65% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

100

Plan health

n/a

Vendor & structure

n/a

Helping the score

Below-peer total plan cost (99th percentile).
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

BENEFIT TRUST COMPANY

EIN

all filings

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

232

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-22

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

2 pooled funds· $39.0M(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.

			% of plan
HART MASTER CIT BENEFIT TRUST COMPANY · EIN 83-6821137 / PN 231	Common Collective Trust	$37.8M	97.0%
HEITMAN U.S. REAL ESTATE CIT BENEFIT TRUST COMPANY · EIN 84-6659405 / PN 233	Common Collective Trust	$1.2M	3.0%