How big is Benefit Trust Company's plan?

Benefit Trust Company's plan reported $2K in assets for 2023.

Original filing (PDF)20240620162948NAL0003331250002

Benefit Trust Company

Name: Benefit Trust Company — Benefit Trust CIT With, Form 5500 (2023)
Creator: Benefit Trust Company
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Benefit Trust CIT With Blackrock Lifepath Dynamic 2035

Employee benefit plan · Benefit Trust Company's Benefit Trust CIT With Blackrock Lifepath Dynamic 2035 reported $2K in plan assets in 2023.

Signals · 1

Late filing · 7.1 mo

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$2K

Net assets (EOY)

Plan identifiers

Benefit Trust Company's EIN is 85-6364788.

EIN 85-6364788

Plan number 292

Plan year 2023

ACK ID 20240620162948NAL0003331250002

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Benefit Trust Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BENEFIT TRUST COMPANY.

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How this plan invests

This plan

1 collective trust

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)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Knocking points off

Filed 7.1 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
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

292

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-01-03

Filed

2024-06-20

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $0(0% 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.