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Companies

companyBenefit Trust Company
18loaded plans
EIN: 88-6689055Location: KSPlans: 18Latest: 2023
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Plans

planMorningstar Lifetime Growth 2035 Index Sl FundFinancial statement2023 filing
$168.9Mreported assets (EOY)
Sponsor: Benefit Trust CompanyEIN: 88-6689055Plan: 364Participants: not reported in the loaded datasetAssets: $168,886,833Location: Overland Park, KSLatest: 2023
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planMorningstar Lifetime Growth 2040 Index Sl FundFinancial statement2023 filing
$168Mreported assets (EOY)
Sponsor: Benefit Trust CompanyEIN: 88-6689055Plan: 365Participants: not reported in the loaded datasetAssets: $167,993,849Location: Overland Park, KSLatest: 2023
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planMorningstar Lifetime Growth 2030 Index Sl FundFinancial statement2023 filing
$164Mreported assets (EOY)
Sponsor: Benefit Trust CompanyEIN: 88-6689055Plan: 363Participants: not reported in the loaded datasetAssets: $163,971,760Location: Overland Park, KSLatest: 2023
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planMorningstar Lifetime Growth 2045 Index Sl FundFinancial statement2023 filing
$141.3Mreported assets (EOY)
Sponsor: Benefit Trust CompanyEIN: 88-6689055Plan: 366Participants: not reported in the loaded datasetAssets: $141,268,760Location: Overland Park, KSLatest: 2023
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planMorningstar Lifetime Growth 2025 Index Sl FundFinancial statement2023 filing
$137.6Mreported assets (EOY)
Sponsor: Benefit Trust CompanyEIN: 88-6689055Plan: 362Participants: not reported in the loaded datasetAssets: $137,617,969Location: Overland Park, KSLatest: 2023
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planMorningstar Lifetime Growth 2050 Index Sl FundFinancial statement2023 filing
$120.3Mreported assets (EOY)
Sponsor: Benefit Trust CompanyEIN: 88-6689055Plan: 367Participants: not reported in the loaded datasetAssets: $120,262,891Location: Overland Park, KSLatest: 2023
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planMorningstar Lifetime Growth 2055 Index Sl FundFinancial statement2023 filing
$83.9Mreported assets (EOY)
Sponsor: Benefit Trust CompanyEIN: 88-6689055Plan: 368Participants: not reported in the loaded datasetAssets: $83,940,715Location: Overland Park, KSLatest: 2023
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planMorningstar Lifetime Growth 2020 Index Sl FundFinancial statement2023 filing
$64.3Mreported assets (EOY)
Sponsor: Benefit Trust CompanyEIN: 88-6689055Plan: 361Participants: not reported in the loaded datasetAssets: $64,290,215Location: Overland Park, KSLatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Reported compensation: $1,780,422,051Latest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Reported compensation: $675,469,018Latest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Reported compensation: $125,288,992Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Reported compensation: $228,686,184Latest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Reported compensation: $97,629,321Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Reported compensation: $247,833,721Latest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Reported compensation: $186,896,527Latest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Reported compensation: $186,958,094Latest: 2023
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Filings

filing2023 Form 5500 — Morningstar Lifetime Moderate 2020 Index Nl Fund
Sponsor: Benefit Trust CompanyEIN: 88-6689055Plan: 347Ack ID: 20240621172800NAL0006152802001
filing2023 Form 5500 — Morningstar Lifetime Moderate 2030 Index Nl Fund
Sponsor: Benefit Trust CompanyEIN: 88-6689055Plan: 349Ack ID: 20240621172631NAL0002024787004
filing2023 Form 5500 — Morningstar Lifetime Moderate 2040 Index Nl Fund
Sponsor: Benefit Trust CompanyEIN: 88-6689055Plan: 351Ack ID: 20240621172800NAL0006152802002
filing2023 Form 5500 — Morningstar Lifetime Moderate 2050 Index Nl Fund
Sponsor: Benefit Trust CompanyEIN: 88-6689055Plan: 353Ack ID: 20240621172631NAL0002024787002
filing2023 Form 5500 — Morningstar Lifetime Moderate 2060 Index Nl Fund
Sponsor: Benefit Trust CompanyEIN: 88-6689055Plan: 356Ack ID: 20240621172631NAL0002024787003
filing2023 Form 5500 — Morningstar Lifetime Growth Income Index Sl Fund
Sponsor: Benefit Trust CompanyEIN: 88-6689055Plan: 358Ack ID: 20240620154518NAL0002227152002
filing2023 Form 5500 — Morningstar Lifetime Growth 2015 Index Sl Fund
Sponsor: Benefit Trust CompanyEIN: 88-6689055Plan: 360Ack ID: 20240621172502NAL0002988977002
filing2023 Form 5500 — Morningstar Lifetime Moderate 2015 Index Fl Fund
Sponsor: Benefit Trust CompanyEIN: 88-6689055Plan: 346Ack ID: 20240621172631NAL0002024787001

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