Blue Trust, Inc. Welfare Benefits Plan — Form 5500 plan (Blue Trust, Inc.)

Plain-English plan 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, Blue Trust, Inc. Welfare Benefits Plan is a benefit plan reported by Blue Trust, Inc. under EIN 85-3932468 and plan number 501. The latest loaded filing year is 2023. The filing reports 379 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)Not reported
Participants379Covered participants reported
Assets / participantNot reported
Provider compensationNone reported
Plan sponsor
Blue Trust, Inc.
EIN
85-3932468
Plan number
501
Plan type
2
Location
Alpharetta, GA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202337920240624223429NAL0007140929001

Reported financial statement

This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages