Legacy Greyhound Lines, Inc./Amalgamated Transit Union National Local 1700 Retirement Plan — Form 5500 plan (Firstgroup 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, Legacy Greyhound Lines, Inc./Amalgamated Transit Union National Local 1700 Retirement Plan is a benefit plan reported by Firstgroup Services, Inc. under EIN 86-3006037 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,524 participants and $179,388,701 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Firstgroup Services, Inc.
- EIN
- 86-3006037
- Plan number
- 001
- Plan type
- 2
- Location
- Wilmington, DE
- Latest filing year
- 2023
- Participants
- 5,524
- End-of-year plan assets
- $179,388,701
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,524 | H, C | 20241015153831NAL0016778371001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $179,388,701
- Total liabilities (EOY)
- $30,553,796
- Net assets (EOY)
- $148,834,905
- Net assets (BOY)
- $240,001,719
Income & contributions
- Total contributions
- $0
- Total income / additions
- $17,137,316
Expenses & distributions
- Benefits paid
- $104,953,601
- Administrative expenses
- $3,350,529
- Total expenses
- $108,304,130
- Net increase / (decrease)
- -$91,166,814
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pimco | NONE | $573,225 | not reported in the loaded dataset | 2023 |
| Mercer | NONE | $215,165 | not reported in the loaded dataset | 2023 |
| Aetna Life Insurance Company | NONE | $178,830 | not reported in the loaded dataset | 2023 |
| Agilis Partners LLC | NONE | $175,700 | not reported in the loaded dataset | 2023 |
| Prudential Insurance Company | NONE | $123,500 | not reported in the loaded dataset | 2023 |
| Employee A | EMPLOYEE | $92,227 | not reported in the loaded dataset | 2023 |
| Segal Company | NONE | $59,728 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $51,952 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $48,747 | not reported in the loaded dataset | 2023 |
| Employee B | EMPLOYEE | $46,000 | not reported in the loaded dataset | 2023 |
| Employee C | EMPLOYEE | $38,594 | not reported in the loaded dataset | 2023 |
| R&R Realty Group | NONE | $35,945 | not reported in the loaded dataset | 2023 |
| Blake & Uhlig | NONE | $24,400 | not reported in the loaded dataset | 2023 |
| Employee D | EMPLOYEE | $23,575 | not reported in the loaded dataset | 2023 |
| Employee E | EMPLOYEE | $21,995 | not reported in the loaded dataset | 2023 |
| Quadient Finance Usa, Inc. | NONE | $17,876 | not reported in the loaded dataset | 2023 |
| Robert Half | NONE | $11,694 | not reported in the loaded dataset | 2023 |
| Aureon Communications | NONE | $9,319 | not reported in the loaded dataset | 2023 |
| Carter Printing | NONE | $7,940 | not reported in the loaded dataset | 2023 |
| Quadient Leasing Usa Inc | NONE | $7,487 | not reported in the loaded dataset | 2023 |
| Bank Of America | NONE | $6,710 | not reported in the loaded dataset | 2023 |
| System Design Associates | NONE | $5,140 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Firstgroup Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in DE
- 401(k) and benefit plan filings in Wilmington, DE
- Pimco — Schedule C compensation
- Mercer — Schedule C compensation
- Aetna Life Insurance Company — Schedule C compensation
- Agilis Partners LLC — Schedule C compensation
- Prudential Insurance Company — Schedule C compensation
- Employee A — Schedule C compensation
- Segal Company — Schedule C compensation
- Us Bank — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Employee B — Schedule C compensation
- Employee C — Schedule C compensation
- R&R Realty Group — Schedule C compensation
- Blake & Uhlig — Schedule C compensation
- Employee D — Schedule C compensation
- Employee E — Schedule C compensation
- Quadient Finance Usa, Inc. — Schedule C compensation
- Robert Half — Schedule C compensation
- Aureon Communications — Schedule C compensation
- Carter Printing — Schedule C compensation
- Quadient Leasing Usa Inc — Schedule C compensation
- Bank Of America — Schedule C compensation
- System Design Associates — Schedule C compensation