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Benefit Trust

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Overview

2 - 9

Employees

2020

Year Founded

ABOUT BENEFIT TRUST

Investment Company

Benefit Trust was formed to deliver trust, custody and fiduciary services to corporations, institutions and executives. Its offerings include custom benefit plans, trustee and custodial services, trading, portfolio unitization, investment management and collective trust services. It is a privately held, independent trust company, chartered by the Office of the State Bank Commissioner in Kansas in 2002.

Languages Spoken
English
HIGHLIGHTS

2 - 9

Employees

2020

Year Founded

Services
Focus
Industries
Clients
Services Provided
100% Financial Advisory & Consulting

About the Team

OUR STORY
Benefit Trust, established in 2002 in Kansas, is a privately-held, independent trust company specializing in fiduciary, custody, and trust services for corporations, institutions, and executives. We offer a suite of tailored solutions including custom benefit plans, trustee services, trading, portfolio management, and collective trust options. Committed to supporting banks, trust companies, private businesses, and public entities, we assist clients in designing and managing qualified and non-qualified retirement programs while mitigating associated fiduciary risks. Our approach emphasizes flexibility through customized interfaces, timely access to investment data, personalized support, and proactive updates on industry and regulatory changes. With rigorous regulatory oversight and advanced systems like BTPassport, we ensure precise transaction processing, secure asset custody, and transparent reporting, fostering reliable partnerships that prioritize client needs and efficient operations.

Locations

Headquarters

5901 College Boulevard

Leawood, Kansas, United States 66211