Trust Performance
1. Collective Investment Funds for Employee Benefit Trusts
2. Collective Investment Trusts for Employee Benefit Plans
3. Investors Master Trust for Employee Benefit Trusts
Sponsored by: Benefit Trust Company
Qualified Investor Certification
Participation in these Collective Investment Trusts is governed by the Declaration of Trust, and is limited to Eligible Trusts that are accepted by Benefit Trust Company. “Eligible Trust” means (i) a pension, profit-sharing, or other employee benefit trust which forms part of a Qualified Plan and is thereby exempt from United States federal income taxation under Code Section 501(a) and , if such trust is part of a Qualified Plan that covers one or more self-employed individuals within the meaning of Code section 401(c)(1), which satisfies the applicable requirements of Securities and Exchange Commission; (ii) a Commingled Fund; (iii) a Government Plan within the meaning of Code Section 414(d); (iv) a Church Plan; or (v) an Insurance Company Separate Account; provided, however, that a Commingled fund, a Government Plan, a Church Plan or an Insurance Company Separate Account is an Eligible Trust only if its participation will not require registration of the Fund (or of the Units) under the Securities Laws. For purposes of this definition, a trust includes a custodial account that is treated as a trust under Code Section 401(f) or Code Section 457(g)(3).
The Collective Investment Trusts authorized by the Declaration of Trust and Maintained by Benefit Trust Company as Trustee are not Mutual funds and are not registered with the Securities and Exchange Commission, the State of Kansas or any other regulatory body. Collective Investment Trusts maintained by a bank for these types of employee benefit trusts are exempt from such registration.
In order to view information regarding the Collective Investment Trusts, you must certify that you are (i) a representative of an Eligible Trust as described above; or (ii) a financial professional licensed to sell Collective Investment Trusts to such representatives. Please certify by clicking on the “I Agree” button below. If you cannot make this certification, please click the “Cancel” button to return to the prior screen.
The value of the units of these Trusts will fluctuate and is not guaranteed by Benefit Trust Company or the FDIC. When redeemed, units may be worth more or less than the original cost. Past performance is no guarantee of future results.