Participation in the Collective Investment Funds is limited to Eligible Trusts that are accepted by the Trustee as Participating Trusts. As more fully described in the Declaration of Trust, Eligible Trusts include (i) A retirement, pension, profit-sharing, stock bonus, or other employee benefit trust or account forming a part of a plan or plans (including any governmental plans) qualified under Section 401(a) of the Code and exempt under Section 501(a) of the Code, other than a trust or account which forms a part of a plan which covers employees, some of whom are “self-employed individuals” within the meaning of Section 401(c) of the Code; including without limitation any such trust or account under a plan maintained by the Trustee for its own employees; (ii) A retirement, pension, profit-sharing, stock bonus, or other employee benefit trust or account forming a part of a plan qualified under Section 401(a) of the Code and exempt under Section 501(a) of the Code, which covers employees, some of whom are “self-employed individuals” within the meaning of Section 401(c) of the Code, provided that the participation of such trust or account meets the conditions of Securities and Exchange Commission Rule 180, or the Trustee determines participation is otherwise permitted under applicable federal securities laws and regulations; (iii) An employee benefit trust or account established with respect to any governmental plan as defined by Section 414(d) of the Code which has been established by an employer for the exclusive benefit of employees or their beneficiaries if under the plan it is impossible prior to the satisfaction of liabilities with respect to such employees and their beneficiaries for any part of the corpus or income to be used for or diverted to purposes other than the exclusive benefit of such employees or their beneficiaries, other than a plan funded by an annuity contract described in Section 403(b) of the Code.
By viewing the information on this page, you are certifying that you are (i) currently a shareholder of the fund and that you continue to meet the requirements to be a Qualified Investor; (ii) a financial professional licensed to sell the fund to Qualified Investors; (iii) a financial intermediary to Qualified Investors.
HB&T Short Term Income Fund Monthly Reporting
Collective Fund Notices
Trademark Multifactor Series 10/31/2025
Portfolio Manager & Fund Name Change – Agilis Long Credit Fund 11/1/2025
Fund Closure Postponed – ClearBridge Large Cap Growth CIF 2/28/2026
CIF Fund Fact Sheets
Please click here to access our CIF Fund Fact Sheets
CEBT Documents
Eligible Collective Fund Investors
Hand Composite Employee Benefit Trust Document
HB&T MetLife SVF Trust Document
HB&T Stable Value Collective Investment Trust
Collective Investment Fund Listing
Hand CEBT Account Application (DTCC #4866)
Hand CEBT Account Application SSB (DTCC #3010)
Hand CEBT Account Application UFS (DTCC #3654)
Hand CEBT Account Application SSB-Manual Trading
Form 5500 Schedule C & D Disclosure
HB&T Service Agreement Exhibit A
Participation Agreements
Each Qualified Trust shall provide an executed Participation Agreement prior to investment into any of the Collective Investment Funds offered.
ABS Insights Emerging Markets CIT
Aegon Large Cap Blend Equity CIF
AFL-CIO Housing Investment Trust DVF
Bowen, Hanes Total Return Fund
Channing SMID Cap Intrinsic Value CIF
Compass Capital High Quality Equity CIF
Conning-Goodwin Capital Core Plus Bond CIF
Directions Risk Based Collective Investment Funds
EliteCIT Target Date Series of Funds
GlobeFlex ACWI Ex-U.S. Equity CIF R2 | GlobeFlex ACWI Ex.U.S. Equity CIF R3
Hardman Johnston International Equity Developed Markets CIF
HB&T MetLife SVF R1 | HB&T MetLife SVF R2
Institutional High Grade Long Credit CIT
MetLife Stable Value 32956 Fund R1 | MetLife Stable Value 32956 Fund R2
Osterweis Small Cap Growth CIF
Retirement Right Stable Value Fund I
Snyder Capital Small/Mid-Cap Value Collective Investment Fund
State Street Retirement Right Collective Investment Funds
Sterling Capital Core Fixed Income Collective Investment Fund
T.Rowe Price Stable Return Fund
Vanguard Risk Based Managed Trust Funds | Vanguard Risk Based Managed Trust Funds R
CEBT Performance & Asset Report
Trust Assets Reports December 31, 2025
Trust Asset Reports September 30, 2025
Trust Asset Reports June 30, 2025
Trust Asset Reports March 31, 2025
Trust Asset Reports December 31, 2024
Trust Performance Reports December 31, 2025
Trust Performance Reports September 30, 2025
Trust Performance Reports June 30, 2025
Trust Performance Reports March 31, 2025
Trust Performance Reports December 31, 2024
Annual Audited Financials
HB&T Collective Investment Funds under the Hand Composite Employee Benefit Trust are audited each year as of December 31, and financial statements are produced. Below are links to each of the Accountants’ Reports and Financial Statements.
2024 Auditor’s Report and Financial Statements
ABS Emerging Markets Local Alpha CIT
Bowen, Hanes Total Return Fund
BW Global Investment Grade Fixed Income CIF
Channing SMID Cap Intrinsic Value CIF
ClearBridge Large Cap Growth CIF
Compass Capital High Quality Equity CIF
Conning-Goodwin Capital Core Plus Bond Fund
GlobeFlex ACWI Ex-U.S. Equity CIF
HB&T – STIF & Stable Value Funds
Retirement Right Stable Value Fund
Snyder Capital Small/Mid-Cap Value Collective Investment Fund
State Street Retirement Right Target Date Funds
Sterling Capital Core Fixed Income CIF