2023 Form 5500 filing — Retirement Plan For Employees Of Transdev North America Phoenix
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 20250115130052NAL0012707987001) for Retirement Plan For Employees Of Transdev North America Phoenix, reported by Transdev North America, Inc. under EIN 51-0387033 and plan number 009. It reports 636 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115130052NAL0012707987001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Transdev North America, Inc.
- EIN
- 51-0387033
- Plan number
- 009
- Location
- Lombard, IL
- Participants
- 636
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,943,161
- Total liabilities (EOY)
- $198,813
- Net assets (EOY)
- $43,744,348
- Employer contributions
- $3,000,000
- Total income / additions
- $6,587,333
- Benefits paid
- $4,219,529
- Administrative expenses
- $944,657
- Total expenses
- $5,164,186
- Net increase / (decrease)
- $1,423,147
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz | NONE | $362,526 | not reported in the loaded dataset |
| Mercer Investment Consulting | FIDUCIARY | $81,219 | $0 |
| State Street Bank And Trust Company | CUSTODIAN | $12,093 | not reported in the loaded dataset |
| Miller, Cooper & Co., Ltd | NONE | $11,150 | not reported in the loaded dataset |