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 83-6703513) is a plan sponsor located in Overland Park, KS with 10 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
- 83-6703513
- Location
- Overland Park, KS
- Loaded plans
- 10
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $172,758,909
- Total reported liabilities (EOY)
- $791,229
- Total reported net assets (EOY)
- $171,967,680
Contributions & income
- Total income / additions
- $18,921,146
Expenses & distributions
- Total expenses
- $345,264
- Net increase / (decrease)
- $18,575,882
Coverage
- Plans with financial statements
- 10
- 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 |
|---|---|---|---|---|
| American Century Retirement Readiness 2030 Trust | 092 | not reported in the loaded dataset | $29,701,382 | 2023 |
| American Century Retirement Readiness 2035 Trust | 093 | not reported in the loaded dataset | $25,935,331 | 2023 |
| American Century Retirement Readiness 2040 Trust | 094 | not reported in the loaded dataset | $25,503,950 | 2023 |
| American Century Retirement Readiness 2025 Trust | 091 | not reported in the loaded dataset | $22,141,374 | 2023 |
| American Century Retirement Readiness 2045 Trust | 095 | not reported in the loaded dataset | $19,653,801 | 2023 |
| American Century Retirement Readiness In Retirement Trust | 089 | not reported in the loaded dataset | $15,952,063 | 2023 |
| American Century Retirement Readiness 2050 Trust | 096 | not reported in the loaded dataset | $14,635,429 | 2023 |
| American Century Retirement Readiness 2055 Trust | 097 | not reported in the loaded dataset | $10,971,983 | 2023 |
| American Century Retirement Readiness 2060 Trust | 098 | not reported in the loaded dataset | $6,346,132 | 2023 |
| American Century Retirement Readiness 2065 Trust | 279 | not reported in the loaded dataset | $1,917,464 | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | American Century Retirement Readiness 2045 Trust | not reported in the loaded dataset | H | 20240621094808NAL0001570579002 |
| 2023 | American Century Retirement Readiness 2030 Trust | not reported in the loaded dataset | H | 20240621095235NAL0001652723002 |
| 2023 | American Century Retirement Readiness 2060 Trust | not reported in the loaded dataset | H | 20240621095533NAL0003479616001 |
| 2023 | American Century Retirement Readiness 2025 Trust | not reported in the loaded dataset | H | 20240621095702NAL0002695857003 |
| 2023 | American Century Retirement Readiness 2065 Trust | not reported in the loaded dataset | H | 20240621095831NAL0002698177001 |
| 2023 | American Century Retirement Readiness 2035 Trust | not reported in the loaded dataset | H | 20240621100000NAL0005174786001 |
| 2023 | American Century Retirement Readiness In Retirement Trust | not reported in the loaded dataset | H | 20240621100129NAL0002703121003 |
| 2023 | American Century Retirement Readiness 2055 Trust | not reported in the loaded dataset | H | 20240621100258NAL0005182898001 |