2023 Form 5500 filing — Transit Employees 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 20250131095954NAL0004457458001) for Transit Employees Retirement Plan, reported by Pioneer Valley Transit Authority under EIN 04-2562370 and plan number 003. It reports 254 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250131095954NAL0004457458001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pioneer Valley Transit Authority
- EIN
- 04-2562370
- Plan number
- 003
- Location
- Springfield, MA
- Participants
- 254
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,820,224
- Total liabilities (EOY)
- $74,862
- Net assets (EOY)
- $24,745,362
- Employer contributions
- $239,400
- Total income / additions
- $2,016,305
- Benefits paid
- $1,302,133
- Administrative expenses
- $206,586
- Total expenses
- $1,508,719
- Net increase / (decrease)
- $507,586
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Boston Trust Company | NONE | $138,207 | not reported in the loaded dataset |
| Meyers Brothers Kalicka, P.C. | NONE | $20,800 | not reported in the loaded dataset |
| Odyssey Advisors | NONE | $15,500 | not reported in the loaded dataset |