Twu-Westchester Private Bus Lines Pension Trust — Form 5500 plan (Twu-Westchester Private Bus Lines Pension Trust)
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, Twu-Westchester Private Bus Lines Pension Trust is a benefit plan reported by Twu-Westchester Private Bus Lines Pension Trust under EIN 13-6580055 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,777 participants and $197,724,314 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Twu-Westchester Private Bus Lines Pension Trust
- EIN
- 13-6580055
- Plan number
- 001
- Plan type
- 1
- Location
- Roseland, NJ
- Latest filing year
- 2023
- Participants
- 1,777
- End-of-year plan assets
- $197,724,314
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,777 | H, C | 20241014143736NAL0026429777001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $197,724,314
- Total liabilities (EOY)
- $248,119
- Net assets (EOY)
- $197,476,195
- Net assets (BOY)
- $192,485,791
Income & contributions
- Employer contributions
- $10,892,627
- Participant contributions
- $1,959,358
- Total contributions
- $12,851,985
- Total income / additions
- $25,564,139
Expenses & distributions
- Benefits paid
- $18,844,285
- Administrative expenses
- $1,729,450
- Total expenses
- $20,573,735
- Net increase / (decrease)
- $4,990,404
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Intercontinental Real Estate Corp | NONE | $255,162 | not reported in the loaded dataset | 2023 |
| American Realty Advisors | NONE | $227,615 | not reported in the loaded dataset | 2023 |
| Hamilton Lane Advisors LLC | NONE | $179,536 | not reported in the loaded dataset | 2023 |
| Fred Alger Managment Inc. | NONE | $163,313 | $0 | 2023 |
| Milliman, Inc. | NONE | $120,342 | not reported in the loaded dataset | 2023 |
| Cooke & Bieler, L.P. | NONE | $98,413 | $0 | 2023 |
| Amalgamated Bank | NONE | $87,319 | $0 | 2023 |
| Investment Performance Services, Ll | NONE | $85,000 | $0 | 2023 |
| Chartwell Investment Partners | NONE | $83,687 | not reported in the loaded dataset | 2023 |
| First Eagle Investment Management L | NONE | $83,629 | not reported in the loaded dataset | 2023 |
| Fabian & Bryn LLC | NONE | $58,080 | not reported in the loaded dataset | 2023 |
| Wedge Capital Management, Llp | NONE | $48,165 | not reported in the loaded dataset | 2023 |
| Colleran, O'Hara & Mills Llp | NONE | $43,306 | not reported in the loaded dataset | 2023 |
| Epstein Becker & Green Pc | NONE | $28,492 | not reported in the loaded dataset | 2023 |
| Alan Ross & Company | NONE | $15,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Twu-Westchester Private Bus Lines Pension Trust
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Roseland, NJ
- Intercontinental Real Estate Corp — Schedule C compensation
- American Realty Advisors — Schedule C compensation
- Hamilton Lane Advisors LLC — Schedule C compensation
- Fred Alger Managment Inc. — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Cooke & Bieler, L.P. — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Investment Performance Services, Ll — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation
- First Eagle Investment Management L — Schedule C compensation
- Fabian & Bryn LLC — Schedule C compensation
- Wedge Capital Management, Llp — Schedule C compensation
- Colleran, O'Hara & Mills Llp — Schedule C compensation
- Epstein Becker & Green Pc — Schedule C compensation
- Alan Ross & Company — Schedule C compensation