2023 Form 5500 filing — Westside Transit Lines - A.T.U. Pension Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240821154354NAL0004120849001) for Westside Transit Lines - A.T.U. Pension Plan, reported by Transdev Services, Inc. under EIN 52-1493194 and plan number 007. It reports 148 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240821154354NAL0004120849001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Transdev Services, Inc.
- EIN
- 52-1493194
- Plan number
- 007
- Location
- Lombard, IL
- Participants
- 148
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,155,178
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,155,178
- Employer contributions
- $882,369
- Participant contributions
- $379,340
- Total income / additions
- $3,332,655
- Benefits paid
- $473,294
- Administrative expenses
- $204,081
- Total expenses
- $677,375
- Net increase / (decrease)
- $2,655,280
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Eagle Capital Management | ADVISOR | $142,031 | not reported in the loaded dataset |
| Gulf Coast Bank & Trust Company | RECORDKEEPER | $20,975 | not reported in the loaded dataset |
| Kushner Lagraize, LLC | AUDITOR | $14,500 | not reported in the loaded dataset |
| The Haslauer Group, Inc. | TPA | $9,500 | not reported in the loaded dataset |