First Student, Inc. Retirement Savings Plan — Form 5500 plan (Firstgroup 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, First Student, Inc. Retirement Savings Plan is a benefit plan reported by Firstgroup America, Inc. under EIN 52-2205403 and plan number 002. The latest loaded filing year is 2023. The filing reports 53,667 participants and $303,645,765 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Firstgroup America, Inc.
- EIN
- 52-2205403
- Plan number
- 002
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 53,667
- End-of-year plan assets
- $303,645,765
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 53,667 | H, C | 20241014155828NAL0027793601001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $303,645,765
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $303,645,765
- Net assets (BOY)
- $308,446,327
Income & contributions
- Employer contributions
- $6,329,791
- Participant contributions
- $23,975,109
- Total contributions
- $34,240,004
- Total income / additions
- $76,611,842
Expenses & distributions
- Benefits paid
- $93,293,385
- Administrative expenses
- $932,800
- Total expenses
- $94,314,569
- Net increase / (decrease)
- -$17,702,727
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $758,965 | $0 | 2023 |
| Capfinancial Partners, L | INV ADV, PARTICIPANTS | $81,000 | not reported in the loaded dataset | 2023 |
| Michele Parisey, Empl Benefit Solut | CONTRACT ADMINISTRATOR | $50,240 | not reported in the loaded dataset | 2023 |
| Morris, Manning & Martin, Llp | LEGAL | $50,061 | not reported in the loaded dataset | 2023 |
| Cap Financial Partners | INVESTMENT ADVISORY | $20,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Firstgroup America, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cincinnati, OH
- Principal Life Insurance Company — Schedule C compensation
- Capfinancial Partners, L — Schedule C compensation
- Michele Parisey, Empl Benefit Solut — Schedule C compensation
- Morris, Manning & Martin, Llp — Schedule C compensation
- Cap Financial Partners — Schedule C compensation