Benefit Trust Company — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Benefit Trust Company (EIN 43-0995254) is a plan sponsor located in Overland Park, KS with 37 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 43-0995254
- Location
- Overland Park, KS
- Loaded plans
- 37
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $951,131,957
- Total reported liabilities (EOY)
- $1,109,344
- Total reported net assets (EOY)
- $950,022,613
Contributions & income
- Total income / additions
- $124,286,571
Expenses & distributions
- Benefits paid / distributions
- $0
- Total expenses
- $2,568,858
- Net increase / (decrease)
- $121,717,713
Coverage
- Plans with financial statements
- 37
- Plans with provider compensation
- 0
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Stadion Flex Fund | 234 | not reported in the loaded dataset | $144,908,263 | 2023 |
| Stadion Moderate Growth Fund | 021 | not reported in the loaded dataset | $117,432,493 | 2023 |
| Stadion Domestic Equity Fund | 052 | not reported in the loaded dataset | $104,340,736 | 2023 |
| Stadion Core Income Fund | 056 | not reported in the loaded dataset | $102,407,816 | 2023 |
| Stadion Growth Fund | 020 | not reported in the loaded dataset | $92,553,642 | 2023 |
| Stadion Balanced Fund | 022 | not reported in the loaded dataset | $57,443,920 | 2023 |
| Benefit Fci Life Strategy Growth Fund | 018 | not reported in the loaded dataset | $57,164,494 | 2023 |
| Stadion International Equity Fund | 053 | not reported in the loaded dataset | $57,159,688 | 2023 |
| Benefit Fci Life Strategy Moderate Growth Fund | 017 | not reported in the loaded dataset | $37,425,691 | 2023 |
| Stadion Conservative Fund | 023 | not reported in the loaded dataset | $34,578,997 | 2023 |
| Stadion Capital Preservation Fund | 024 | not reported in the loaded dataset | $24,981,231 | 2023 |
| Stadion Maximum Growth Fund | 048 | not reported in the loaded dataset | $19,992,904 | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Benefit Meritage Bond Fund | not reported in the loaded dataset | H | 20240708153054NAL0012542961001 |
| 2023 | Benefit Meritage Growth Equity Fund | not reported in the loaded dataset | H | 20240708153125NAL0014344193001 |
| 2023 | Benefit Meritage Value Equity Fund | not reported in the loaded dataset | H | 20240708153146NAL0026883442001 |
| 2023 | Benefit Fci Life Strategy Growth Fund | not reported in the loaded dataset | H | 20240905114240NAL0011780211001 |
| 2023 | Benefit Fci Life Strategy Moderate Growth Fund | not reported in the loaded dataset | H | 20240905114325NAL0021488833001 |
| 2023 | Benefit Stadion Pension Plan Trust | not reported in the loaded dataset | H | 20240905114337NAL0038640688001 |
| 2023 | Benefit Fci Life Strategy Aggressive Growth Fund | not reported in the loaded dataset | H | 20240905114411NAL0011781459001 |
| 2023 | Stadion Capital Preservation Fund | not reported in the loaded dataset | H | 20240905114707NAL0011783795001 |