About Us

Benefit Trust is a privately-held, independent trust company, and was granted a charter by the Office of the State Bank Commissioner in the State of Kansas in 2002. We were formed with a single-minded focus of delivering comprehensive trust, custody, and fiduciary services to corporations, institutions and executives around the country.

Our core offerings include custom benefit plans, trustee and custodial services, trading, portfolio unitization, investment management, and collective trust services to banks, trust companies, private businesses, and public entities. We help each of our clients to develop and manage the right program for their own customers, whether it’s a benefit plan, trust program, or GASB initiative. We help our clients manage the complex and ever-changing world of qualified and non-qualified retirement plans and help mitigate the fiduciary and legal risks of managing these programs.

Our promise to you:

Dedicated service team. Flexible service offerings, creative solutions. Timely, accurate reporting.

We are responsible for:

• Sponsorship of over 300 CITs
• $13 billion in unitization and daily trading
• $30 billion in assets under administration
• Processing 5 million electronic annual trades