First Student, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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. (EIN 52-2205403) is a plan sponsor located in Cincinnati, OH with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
52-2205403
Location
Cincinnati, OH
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$400,852,806
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$400,852,806

Contributions & income

Employer contributions
$27,756,486
Participant contributions
$23,975,109
Total income / additions
$103,872,617

Expenses & distributions

Benefits paid / distributions
$101,042,677
Total expenses
$103,901,400
Net increase / (decrease)
-$28,783

Coverage

Total reported participants
110,509
Plans with financial statements
2
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

First Student, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
First Student, Inc. Retirement Savings Plan00253,667$303,645,7652023
Firstgroup America, Inc. Pension Plan0012,333$97,207,0412023
Firstgroup America, Inc. Health & Welfare Plan50154,509not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for First Student, Inc.
YearPlanParticipantsSchedulesFiling
2023Firstgroup America, Inc. Health & Welfare Plan54,50920240717135730NAL0002439731001
2023First Student, Inc. Retirement Savings Plan53,667H, C20241014155828NAL0027793601001
2023Firstgroup America, Inc. Pension Plan2,333H, C20241015150515NAL0028871505001

Related Form 5500 pages