Original filing (PDF)20250922162309NAL0012779314001

Benefit Trust Company

Name: Benefit Trust Company — Climatesmart Retirement 2065, Form 5500 (2024)
Creator: Benefit Trust Company
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Climatesmart Retirement 2065 by Carbon Collective

Employee benefit plan · Benefit Trust Company's Climatesmart Retirement 2065 by Carbon Collective reported $3.8M in plan assets in 2024.

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

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 (100th percentile).
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

all filings

Address

5901 COLLEGE BLVD, SUITE 100 · 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

422

Plan year

2024

Plan year begin

2024-02-21

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· $3.8M(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
CLIMATESMART EQUITY BY CARBON COLLE BENEFIT TRUST COMPANY · EIN 93-6774892 / PN 411	Common Collective Trust	$3.4M	89.7%
CLIMATESMART BONDS BY CARBON COLLE BENEFIT TRUST COMPANY · EIN 93-6774892 / PN 412	Common Collective Trust	$386K	10.3%