2023 Form 5500 filing — Legacy Greyhound Lines, Inc./Amalgamated Transit Union National Local 1700 Retirement 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 20241015153831NAL0016778371001) for Legacy Greyhound Lines, Inc./Amalgamated Transit Union National Local 1700 Retirement Plan, reported by Firstgroup Services, Inc. under EIN 86-3006037 and plan number 001. It reports 5,524 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015153831NAL0016778371001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Firstgroup Services, Inc.
- EIN
- 86-3006037
- Plan number
- 001
- Location
- Wilmington, DE
- Participants
- 5,524
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $179,388,701
- Total liabilities (EOY)
- $30,553,796
- Net assets (EOY)
- $148,834,905
- Total income / additions
- $17,137,316
- Benefits paid
- $104,953,601
- Administrative expenses
- $3,350,529
- Total expenses
- $108,304,130
- Net increase / (decrease)
- -$91,166,814
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pimco | NONE | $573,225 | not reported in the loaded dataset |
| Mercer | NONE | $215,165 | not reported in the loaded dataset |
| Aetna Life Insurance Company | NONE | $178,830 | not reported in the loaded dataset |
| Agilis Partners LLC | NONE | $175,700 | not reported in the loaded dataset |
| Prudential Insurance Company | NONE | $123,500 | not reported in the loaded dataset |
| Employee A | EMPLOYEE | $92,227 | not reported in the loaded dataset |
| Segal Company | NONE | $59,728 | not reported in the loaded dataset |
| Us Bank | NONE | $51,952 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $48,747 | not reported in the loaded dataset |
| Employee B | EMPLOYEE | $46,000 | not reported in the loaded dataset |
| Employee C | EMPLOYEE | $38,594 | not reported in the loaded dataset |
| R&R Realty Group | NONE | $35,945 | not reported in the loaded dataset |
| Blake & Uhlig | NONE | $24,400 | not reported in the loaded dataset |
| Employee D | EMPLOYEE | $23,575 | not reported in the loaded dataset |
| Employee E | EMPLOYEE | $21,995 | not reported in the loaded dataset |
| Quadient Finance Usa, Inc. | NONE | $17,876 | not reported in the loaded dataset |
| Robert Half | NONE | $11,694 | not reported in the loaded dataset |
| Aureon Communications | NONE | $9,319 | not reported in the loaded dataset |
| Carter Printing | NONE | $7,940 | not reported in the loaded dataset |
| Quadient Leasing Usa Inc | NONE | $7,487 | not reported in the loaded dataset |
| Bank Of America | NONE | $6,710 | not reported in the loaded dataset |
| System Design Associates | NONE | $5,140 | not reported in the loaded dataset |