Student Transportation Of America, Inc. 401k Savings Plan — Form 5500 plan (Student Transportation Of 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, Student Transportation Of America, Inc. 401k Savings Plan is a benefit plan reported by Student Transportation Of America, Inc. under EIN 22-3512226 and plan number 002. The latest loaded filing year is 2023. The filing reports 14,275 participants and $43,057,762 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Student Transportation Of America, Inc.
EIN
22-3512226
Plan number
002
Plan type
2
Location
Wall, NJ
Latest filing year
2023
Participants
14,275
End-of-year plan assets
$43,057,762

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202314,275H, C20241015114113NAL0049075200001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$43,057,762
Total liabilities (EOY)
$0
Net assets (EOY)
$43,057,762
Net assets (BOY)
$36,322,423

Income & contributions

Employer contributions
$1,486,883
Participant contributions
$5,123,052
Total contributions
$6,891,047
Total income / additions
$12,474,157

Expenses & distributions

Benefits paid
$5,276,852
Administrative expenses
$205,744
Total expenses
$5,738,818
Net increase / (decrease)
$6,735,339

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$177,806$02023
The Angell Pension Group IncCONTRACT ADMIN$64,973not reported in the loaded dataset2023
Equitable Advisors LLCBROKER/ADVISER$0$62,8152023
Eisneramper LlpAUDITOR$19,162not reported in the loaded dataset2023
Caron & Bletzer, PllcOTHER$18,000$02023
Empower Advisory Group, LLCINVESTMENT MGMT$11,154not reported in the loaded dataset2023

Related Form 5500 pages