Retirement Plan For Employees Of Transdev North America Phoenix — Form 5500 plan (Transdev North America, Inc.)
Plain-English plan 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, Retirement Plan For Employees Of Transdev North America Phoenix is a benefit plan reported by Transdev North America, Inc. under EIN 51-0387033 and plan number 009. The latest loaded filing year is 2023. The filing reports 636 participants and $43,943,161 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Transdev North America, Inc.
- EIN
- 51-0387033
- Plan number
- 009
- Plan type
- 2
- Location
- Lombard, IL
- Latest filing year
- 2023
- Participants
- 636
- End-of-year plan assets
- $43,943,161
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 636 | H, C | 20250115130052NAL0012707987001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,943,161
- Total liabilities (EOY)
- $198,813
- Net assets (EOY)
- $43,744,348
- Net assets (BOY)
- $42,321,201
Income & contributions
- Employer contributions
- $3,000,000
- Total contributions
- $3,000,000
- Total income / additions
- $6,587,333
Expenses & distributions
- Benefits paid
- $4,219,529
- Administrative expenses
- $944,657
- Total expenses
- $5,164,186
- Net increase / (decrease)
- $1,423,147
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz | NONE | $362,526 | not reported in the loaded dataset | 2023 |
| Mercer Investment Consulting | FIDUCIARY | $81,219 | $0 | 2023 |
| State Street Bank And Trust Company | CUSTODIAN | $12,093 | not reported in the loaded dataset | 2023 |
| Miller, Cooper & Co., Ltd | NONE | $11,150 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Transdev North America, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Lombard, IL
- Cbiz — Schedule C compensation
- Mercer Investment Consulting — Schedule C compensation
- State Street Bank And Trust Company — Schedule C compensation
- Miller, Cooper & Co., Ltd — Schedule C compensation