Westside Transit Lines - A.T.U. Pension Plan — Form 5500 plan (Transdev Services, 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, Westside Transit Lines - A.T.U. Pension Plan is a benefit plan reported by Transdev Services, Inc. under EIN 52-1493194 and plan number 007. The latest loaded filing year is 2023. The filing reports 148 participants and $13,155,178 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Transdev Services, Inc.
- EIN
- 52-1493194
- Plan number
- 007
- Plan type
- 2
- Location
- Lombard, IL
- Latest filing year
- 2023
- Participants
- 148
- End-of-year plan assets
- $13,155,178
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 148 | H, C | 20240821154354NAL0004120849001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,155,178
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,155,178
- Net assets (BOY)
- $10,499,898
Income & contributions
- Employer contributions
- $882,369
- Participant contributions
- $379,340
- Total contributions
- $1,261,709
- Total income / additions
- $3,332,655
Expenses & distributions
- Benefits paid
- $473,294
- Administrative expenses
- $204,081
- Total expenses
- $677,375
- Net increase / (decrease)
- $2,655,280
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Eagle Capital Management | ADVISOR | $142,031 | not reported in the loaded dataset | 2023 |
| Gulf Coast Bank & Trust Company | RECORDKEEPER | $20,975 | not reported in the loaded dataset | 2023 |
| Kushner Lagraize, LLC | AUDITOR | $14,500 | not reported in the loaded dataset | 2023 |
| The Haslauer Group, Inc. | TPA | $9,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Transdev Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Lombard, IL
- Eagle Capital Management — Schedule C compensation
- Gulf Coast Bank & Trust Company — Schedule C compensation
- Kushner Lagraize, LLC — Schedule C compensation
- The Haslauer Group, Inc. — Schedule C compensation