Original filing (PDF)20240620161458NAL0002395904002

BENEFIT TRUST COMPANY

Name: BENEFIT TRUST COMPANY — BENEFIT TRUST CIT WITH BLACKROCK LIFEPATH DYNAMIC 2060, Form 5500 (2023)
Creator: BENEFIT TRUST COMPANY

Form 5500

FILING_RECEIVED

BENEFIT TRUST CIT WITH BLACKROCK LIFEPATH DYNAMIC 2060

Employee benefit plan

Signals · 1

Late filing · 7.1 mo

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$2K

Net assets (EOY)

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)

—

/ 100

Limited data

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BENEFIT TRUST COMPANY.

Plan sponsor

Name

BENEFIT TRUST COMPANY

EIN

85-6364788

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

297

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.