Original filing (PDF)20230713143146NAL0024278433001

BENEFIT TRUST COMPANY

Name: BENEFIT TRUST COMPANY — BENEFIT TRUST CIT WITH BLACKROCK U.S. EQUITY DIVIDEND, Form 5500 (2022)
Creator: BENEFIT TRUST COMPANY

Form 5500

FILING_RECEIVED

BENEFIT TRUST CIT WITH BLACKROCK U.S. EQUITY DIVIDEND

Employee benefit plan

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

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)

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

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with 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

303

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-22

Filed

2023-07-13

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $0

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.