2023 Form 5500 filing — Twu-Westchester Private Bus Lines Pension Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014143736NAL0026429777001) for Twu-Westchester Private Bus Lines Pension Trust, reported by Twu-Westchester Private Bus Lines Pension Trust under EIN 13-6580055 and plan number 001. It reports 1,777 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014143736NAL0026429777001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Twu-Westchester Private Bus Lines Pension Trust
- EIN
- 13-6580055
- Plan number
- 001
- Location
- Roseland, NJ
- Participants
- 1,777
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $197,724,314
- Total liabilities (EOY)
- $248,119
- Net assets (EOY)
- $197,476,195
- Employer contributions
- $10,892,627
- Participant contributions
- $1,959,358
- Total income / additions
- $25,564,139
- Benefits paid
- $18,844,285
- Administrative expenses
- $1,729,450
- Total expenses
- $20,573,735
- Net increase / (decrease)
- $4,990,404
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Intercontinental Real Estate Corp | NONE | $255,162 | not reported in the loaded dataset |
| American Realty Advisors | NONE | $227,615 | not reported in the loaded dataset |
| Hamilton Lane Advisors LLC | NONE | $179,536 | not reported in the loaded dataset |
| Fred Alger Managment Inc. | NONE | $163,313 | $0 |
| Milliman, Inc. | NONE | $120,342 | not reported in the loaded dataset |
| Cooke & Bieler, L.P. | NONE | $98,413 | $0 |
| Amalgamated Bank | NONE | $87,319 | $0 |
| Investment Performance Services, Ll | NONE | $85,000 | $0 |
| Chartwell Investment Partners | NONE | $83,687 | not reported in the loaded dataset |
| First Eagle Investment Management L | NONE | $83,629 | not reported in the loaded dataset |
| Fabian & Bryn LLC | NONE | $58,080 | not reported in the loaded dataset |
| Wedge Capital Management, Llp | NONE | $48,165 | not reported in the loaded dataset |
| Colleran, O'Hara & Mills Llp | NONE | $43,306 | not reported in the loaded dataset |
| Epstein Becker & Green Pc | NONE | $28,492 | not reported in the loaded dataset |
| Alan Ross & Company | NONE | $15,750 | not reported in the loaded dataset |