Sun Tran Bargaining Unit 401(K) Plan — Form 5500 plan (Tucson Transit Management, LLC)
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, Sun Tran Bargaining Unit 401(K) Plan is a benefit plan reported by Tucson Transit Management, LLC under EIN 82-2308943 and plan number 004. The latest loaded filing year is 2023. The filing reports 461 participants and $4,506,547 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$4.5MPlan net assets, end of year$4,506,547
Participants461Covered participants reported
Assets / participant$9.8KComputed: assets ÷ participants$9,776 (computed)
Provider compensation$8K2 Schedule C provider row(s)$8,049
- Plan sponsor
- Tucson Transit Management, LLC
- EIN
- 82-2308943
- Plan number
- 004
- Plan type
- 2
- Location
- Tucson, AZ
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 461 | H, C | 20241003120026NAL0005695667001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$4.5M total assets
Net assets$4.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $4,506,547
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,506,547
- Net assets (BOY)
- $3,895,521
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $327,723
- Total contributions
- $327,723
- Total income / additions
- $923,254
Expenses & distributions
- Benefits paid
- $304,179
- Administrative expenses
- $8,049
- Total expenses
- $312,228
- Net increase / (decrease)
- $611,026
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
100%
Employer 0%Participant 100%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income33%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,199 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $850 | $0 | 2023 |