?>
Logo

CONSOLIDATED BUS TRANSIT COMPANY 401(K) PLAN 401k Plan overview

Plan NameCONSOLIDATED BUS TRANSIT COMPANY 401(K) PLAN
Plan identification number 001

CONSOLIDATED BUS TRANSIT COMPANY 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CONSOLIDATED BUS TRANSIT COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:CONSOLIDATED BUS TRANSIT COMPANY, INC.
Employer identification number (EIN):113046431
NAIC Classification:485110
NAIC Description: Urban Transit Systems

Additional information about CONSOLIDATED BUS TRANSIT COMPANY, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1990-08-23
Company Identification Number: 1470319
Legal Registered Office Address: 88 PINE STREET, 22ND FLR
22ND FL
NEW YORK
United States of America (USA)
10005

More information about CONSOLIDATED BUS TRANSIT COMPANY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONSOLIDATED BUS TRANSIT COMPANY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JODI GENOVESE2023-10-13 JODI GENOVESE2023-10-13
0012021-01-01JODI GENOVESE2022-10-13 JODI GENOVESE2022-10-13
0012020-01-01JODI GENOVESE2021-12-30 JODI GENOVESE2021-12-30
0012019-01-01JODI GENOVESE2020-10-14 JODI GENOVESE2020-10-14
0012019-01-01JODI GENOVESE2020-12-23 JODI GENOVESE2020-12-23
0012018-01-01JODI GENOVESE2019-10-15 JODI GENOVESE2019-10-15
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01JODI GENOVESE JODI GENOVESE2013-10-15
0012012-01-01JODI GENOVESE JODI GENOVESE2013-10-15
0012011-01-01JODI GENOVESE JODI GENOVESE2012-10-15
0012010-01-01JODI GENOVESE JODI GENOVESE2011-10-17
0012009-01-01JODI GENOVESE JODI GENOVESE2010-10-14
0012009-01-01JODI GENOVESE JODI GENOVESE2010-10-14
0012007-01-01JODI GENOVESE

Plan Statistics for CONSOLIDATED BUS TRANSIT COMPANY 401(K) PLAN

401k plan membership statisitcs for CONSOLIDATED BUS TRANSIT COMPANY 401(K) PLAN

Measure Date Value
2022: CONSOLIDATED BUS TRANSIT COMPANY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01320
Total number of active participants reported on line 7a of the Form 55002022-01-01122
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0135
Total of all active and inactive participants2022-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01158
Number of participants with account balances2022-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CONSOLIDATED BUS TRANSIT COMPANY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01298
Total number of active participants reported on line 7a of the Form 55002021-01-01224
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0195
Total of all active and inactive participants2021-01-01319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01320
Number of participants with account balances2021-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: CONSOLIDATED BUS TRANSIT COMPANY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01424
Total number of active participants reported on line 7a of the Form 55002020-01-01131
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0189
Total of all active and inactive participants2020-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01221
Number of participants with account balances2020-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CONSOLIDATED BUS TRANSIT COMPANY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01287
Total number of active participants reported on line 7a of the Form 55002019-01-01208
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0157
Total of all active and inactive participants2019-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01265
Number of participants with account balances2019-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CONSOLIDATED BUS TRANSIT COMPANY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01285
Total number of active participants reported on line 7a of the Form 55002018-01-01206
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0157
Total of all active and inactive participants2018-01-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01263
Number of participants with account balances2018-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CONSOLIDATED BUS TRANSIT COMPANY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01216
Total number of active participants reported on line 7a of the Form 55002017-01-01145
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0153
Total of all active and inactive participants2017-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01198
Number of participants with account balances2017-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: CONSOLIDATED BUS TRANSIT COMPANY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01214
Total number of active participants reported on line 7a of the Form 55002016-01-01165
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0151
Total of all active and inactive participants2016-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01216
Number of participants with account balances2016-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: CONSOLIDATED BUS TRANSIT COMPANY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01207
Total number of active participants reported on line 7a of the Form 55002015-01-01150
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0142
Total of all active and inactive participants2015-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01192
Number of participants with account balances2015-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: CONSOLIDATED BUS TRANSIT COMPANY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01177
Total number of active participants reported on line 7a of the Form 55002014-01-01141
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0134
Total of all active and inactive participants2014-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01175
Number of participants with account balances2014-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: CONSOLIDATED BUS TRANSIT COMPANY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01193
Total number of active participants reported on line 7a of the Form 55002013-01-01138
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0131
Total of all active and inactive participants2013-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01169
Number of participants with account balances2013-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: CONSOLIDATED BUS TRANSIT COMPANY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01185
Total number of active participants reported on line 7a of the Form 55002012-01-01143
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0124
Total of all active and inactive participants2012-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01167
Number of participants with account balances2012-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CONSOLIDATED BUS TRANSIT COMPANY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01169
Total number of active participants reported on line 7a of the Form 55002011-01-01133
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0119
Total of all active and inactive participants2011-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01152
Number of participants with account balances2011-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2010: CONSOLIDATED BUS TRANSIT COMPANY 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01163
Total number of active participants reported on line 7a of the Form 55002010-01-01155
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0123
Total of all active and inactive participants2010-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01178
Number of participants with account balances2010-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: CONSOLIDATED BUS TRANSIT COMPANY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01128
Total number of active participants reported on line 7a of the Form 55002009-01-01138
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0125
Total of all active and inactive participants2009-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01163
Number of participants with account balances2009-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2007: CONSOLIDATED BUS TRANSIT COMPANY 401(K) PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-0122
Total number of active participants reported on line 7a of the Form 55002007-01-010
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-010
Total of all active and inactive participants2007-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-010
Number of participants with account balances2007-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-010

Financial Data on CONSOLIDATED BUS TRANSIT COMPANY 401(K) PLAN

Measure Date Value
2022 : CONSOLIDATED BUS TRANSIT COMPANY 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-393,151
Total of all expenses incurred2022-12-31$259,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$227,622
Value of total corrective distributions2022-12-31$4,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$340,276
Value of total assets at end of year2022-12-31$4,027,130
Value of total assets at beginning of year2022-12-31$4,679,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$27,315
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$1,060
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$467,973
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$260,713
Participant contributions at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$7,772
Total non interest bearing cash at beginning of year2022-12-31$1,560
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-652,595
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,027,130
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,679,725
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$811
Value of interest in pooled separate accounts at end of year2022-12-31$3,939,795
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,539,412
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-733,427
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$79,563
Employer contributions (assets) at end of year2022-12-31$79,563
Employer contributions (assets) at beginning of year2022-12-31$138,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$227,622
Contract administrator fees2022-12-31$25,444
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LUTZ, SELIG & ZERONDA, CPAS, L.L.P.
Accountancy firm EIN2022-12-31141745230
2021 : CONSOLIDATED BUS TRANSIT COMPANY 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$871,052
Total of all expenses incurred2021-12-31$444,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$302,843
Value of total corrective distributions2021-12-31$100,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$278,826
Value of total assets at end of year2021-12-31$4,679,725
Value of total assets at beginning of year2021-12-31$4,253,031
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$41,420
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$5,234
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$425,303
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$205,009
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$3,091
Total non interest bearing cash at end of year2021-12-31$1,560
Total non interest bearing cash at beginning of year2021-12-31$4,405
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$426,694
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,679,725
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,253,031
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$865
Value of interest in pooled separate accounts at end of year2021-12-31$4,539,412
Value of interest in pooled separate accounts at beginning of year2021-12-31$4,083,410
Net investment gain/loss from pooled separate accounts2021-12-31$592,226
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$73,817
Employer contributions (assets) at end of year2021-12-31$138,753
Employer contributions (assets) at beginning of year2021-12-31$162,125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$302,843
Contract administrator fees2021-12-31$35,321
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31LUTZ, SELIG & ZERONDA, CPAS, L.L.P.
Accountancy firm EIN2021-12-31141745230
2020 : CONSOLIDATED BUS TRANSIT COMPANY 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$816,868
Total of all expenses incurred2020-12-31$658,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$521,581
Value of total corrective distributions2020-12-31$79,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$320,684
Value of total assets at end of year2020-12-31$4,253,031
Value of total assets at beginning of year2020-12-31$4,095,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$57,421
Total interest from all sources2020-12-31$10
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$17,587
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$409,503
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$255,748
Participant contributions at end of year2020-12-31$3,091
Total non interest bearing cash at end of year2020-12-31$4,405
Total non interest bearing cash at beginning of year2020-12-31$13,966
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$158,001
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,253,031
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,095,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$750
Value of interest in pooled separate accounts at end of year2020-12-31$4,083,410
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,983,876
Interest earned on other investments2020-12-31$10
Net investment gain/loss from pooled separate accounts2020-12-31$496,174
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$64,936
Employer contributions (assets) at end of year2020-12-31$162,125
Employer contributions (assets) at beginning of year2020-12-31$97,188
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$521,581
Contract administrator fees2020-12-31$39,084
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31LUTZ, SELIG & ZERONDA, LLP
Accountancy firm EIN2020-12-31141745230
2019 : CONSOLIDATED BUS TRANSIT COMPANY 401(K) PLAN 2019 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,029,591
Total income from all sources (including contributions)2019-12-31$1,029,591
Total of all expenses incurred2019-12-31$224,822
Total of all expenses incurred2019-12-31$224,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$185,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$185,478
Value of total corrective distributions2019-12-31$12,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$348,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$348,517
Value of total assets at end of year2019-12-31$4,006,785
Value of total assets at end of year2019-12-31$4,006,785
Value of total assets at beginning of year2019-12-31$3,202,016
Value of total assets at beginning of year2019-12-31$3,202,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$39,344
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$39,344
Total interest from all sources2019-12-31$156
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$1,395
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$320,000
Value of fidelity bond cover2019-12-31$320,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$348,517
Contributions received from participants2019-12-31$348,517
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$6,859
Total non interest bearing cash at beginning of year2019-12-31$6,859
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$804,769
Value of net income/loss2019-12-31$804,769
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,006,785
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,006,785
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,202,016
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,202,016
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$39,344
Investment advisory and management fees2019-12-31$39,344
Value of interest in pooled separate accounts at end of year2019-12-31$3,997,842
Value of interest in pooled separate accounts at end of year2019-12-31$3,997,842
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,098,747
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,098,747
Interest earned on other investments2019-12-31$156
Net investment gain/loss from pooled separate accounts2019-12-31$681,074
Net investment gain/loss from pooled separate accounts2019-12-31$681,074
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$88,088
Employer contributions (assets) at end of year2019-12-31$8,943
Employer contributions (assets) at end of year2019-12-31$8,943
Employer contributions (assets) at beginning of year2019-12-31$96,410
Employer contributions (assets) at beginning of year2019-12-31$96,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$185,478
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$185,478
Contract administrator fees2019-12-31$37,223
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LUTZ, SELIG & ZERONDA, LLP
Accountancy firm name2019-12-31LUTZ, SELIG & ZERONDA, LLP
Accountancy firm EIN2019-12-31141745230
Accountancy firm EIN2019-12-31141745230
2018 : CONSOLIDATED BUS TRANSIT COMPANY 401(K) PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$5,129
Total income from all sources (including contributions)2018-12-31$216,329
Total of all expenses incurred2018-12-31$60,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$13,236
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$387,779
Value of total assets at end of year2018-12-31$3,202,016
Value of total assets at beginning of year2018-12-31$3,051,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$47,109
Total interest from all sources2018-12-31$141
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$14,474
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$320,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$297,424
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$5,129
Total non interest bearing cash at end of year2018-12-31$6,859
Total non interest bearing cash at beginning of year2018-12-31$20,823
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$155,984
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,202,016
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,046,032
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$626
Value of interest in pooled separate accounts at end of year2018-12-31$3,098,747
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,957,751
Interest earned on other investments2018-12-31$141
Net investment gain/loss from pooled separate accounts2018-12-31$-171,591
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$90,355
Employer contributions (assets) at end of year2018-12-31$96,410
Employer contributions (assets) at beginning of year2018-12-31$72,587
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$13,236
Contract administrator fees2018-12-31$32,009
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31LUTZ, SELIG & ZERONDA, L.L.P.
Accountancy firm EIN2018-12-31141745230
2017 : CONSOLIDATED BUS TRANSIT COMPANY 401(K) PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$5,129
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$830
Total income from all sources (including contributions)2017-12-31$671,555
Total of all expenses incurred2017-12-31$227,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$198,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$291,313
Value of total assets at end of year2017-12-31$3,051,161
Value of total assets at beginning of year2017-12-31$2,603,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$29,737
Total interest from all sources2017-12-31$163
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$261,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$222,237
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,597
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$5,129
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$830
Administrative expenses (other) incurred2017-12-31$29,737
Total non interest bearing cash at end of year2017-12-31$20,823
Total non interest bearing cash at beginning of year2017-12-31$15,288
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$443,784
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,046,032
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,602,248
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$2,957,751
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,520,860
Interest earned on other investments2017-12-31$163
Net investment gain/loss from pooled separate accounts2017-12-31$380,079
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$66,479
Employer contributions (assets) at end of year2017-12-31$72,587
Employer contributions (assets) at beginning of year2017-12-31$66,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$198,034
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31LUTZ, SELIG & ZERONDA, L.L.P.
Accountancy firm EIN2017-12-31141745230
2016 : CONSOLIDATED BUS TRANSIT COMPANY 401(K) PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$830
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$830
Total income from all sources (including contributions)2016-12-31$459,283
Total of all expenses incurred2016-12-31$267,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$241,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$277,309
Value of total assets at end of year2016-12-31$2,603,078
Value of total assets at beginning of year2016-12-31$2,411,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$26,262
Total interest from all sources2016-12-31$166
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$1,105
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$242,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$210,544
Participant contributions at beginning of year2016-12-31$2,990
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$830
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$830
Total non interest bearing cash at end of year2016-12-31$15,288
Total non interest bearing cash at beginning of year2016-12-31$6,582
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$191,714
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,602,248
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,410,534
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$484
Value of interest in pooled separate accounts at end of year2016-12-31$2,520,860
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,335,742
Interest earned on other investments2016-12-31$166
Net investment gain/loss from pooled separate accounts2016-12-31$181,808
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$66,765
Employer contributions (assets) at end of year2016-12-31$66,930
Employer contributions (assets) at beginning of year2016-12-31$66,050
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$241,307
Contract administrator fees2016-12-31$24,673
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31LCS&Z, LLP
Accountancy firm EIN2016-12-31141745230
2015 : CONSOLIDATED BUS TRANSIT COMPANY 401(K) PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$830
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$891
Total income from all sources (including contributions)2015-12-31$237,457
Total of all expenses incurred2015-12-31$95,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$86,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$263,527
Value of total assets at end of year2015-12-31$2,411,364
Value of total assets at beginning of year2015-12-31$2,269,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,843
Total interest from all sources2015-12-31$281
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$255
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$227,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$80,502
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$197,352
Participant contributions at end of year2015-12-31$2,990
Participant contributions at beginning of year2015-12-31$9,108
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$830
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$891
Total non interest bearing cash at end of year2015-12-31$6,582
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$142,173
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,410,534
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,268,361
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$153
Value of interest in pooled separate accounts at end of year2015-12-31$2,335,742
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest earned on other investments2015-12-31$281
Value of interest in common/collective trusts at beginning of year2015-12-31$1,674,193
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$79,375
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$79,375
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$427,082
Net investment gain/loss from pooled separate accounts2015-12-31$-26,351
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$66,175
Employer contributions (assets) at end of year2015-12-31$66,050
Employer contributions (assets) at beginning of year2015-12-31$79,494
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$86,441
Contract administrator fees2015-12-31$8,435
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31LCS&Z, LLP
Accountancy firm EIN2015-12-31141745230
2014 : CONSOLIDATED BUS TRANSIT COMPANY 401(K) PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$891
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,117
Total income from all sources (including contributions)2014-12-31$322,781
Total of all expenses incurred2014-12-31$207,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$206,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$211,919
Value of total assets at end of year2014-12-31$2,269,252
Value of total assets at beginning of year2014-12-31$2,158,264
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,210
Total interest from all sources2014-12-31$181
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$1,210
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$215,315
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$206,357
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$162,899
Participant contributions at end of year2014-12-31$9,108
Participant contributions at beginning of year2014-12-31$5,954
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$137
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$891
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$5,117
Other income not declared elsewhere2014-12-31$12,082
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$115,214
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,268,361
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,153,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$1,674,193
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,591,885
Interest earned on other investments2014-12-31$181
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$79,375
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$139,560
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$139,560
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$427,082
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$389,435
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$98,599
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$48,883
Employer contributions (assets) at end of year2014-12-31$79,494
Employer contributions (assets) at beginning of year2014-12-31$31,430
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$206,357
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31LCS&Z, LLP
Accountancy firm EIN2014-12-31141745230
2013 : CONSOLIDATED BUS TRANSIT COMPANY 401(K) PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,117
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,395
Total income from all sources (including contributions)2013-12-31$492,278
Total of all expenses incurred2013-12-31$189,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$187,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$169,675
Value of total assets at end of year2013-12-31$2,158,264
Value of total assets at beginning of year2013-12-31$1,852,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,609
Total interest from all sources2013-12-31$120
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$1,609
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$200,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$145,937
Participant contributions at end of year2013-12-31$5,954
Participant contributions at beginning of year2013-12-31$2,739
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,314
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$5,117
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$2,395
Other income not declared elsewhere2013-12-31$6,944
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$303,088
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,153,147
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,850,059
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$1,591,885
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,277,458
Interest earned on other investments2013-12-31$120
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$139,560
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$153,500
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$153,500
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$389,435
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$366,772
Net investment gain/loss from pooled separate accounts2013-12-31$315,539
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$22,424
Employer contributions (assets) at end of year2013-12-31$31,430
Employer contributions (assets) at beginning of year2013-12-31$51,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$187,581
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31LCS&Z, LLP
Accountancy firm EIN2013-12-31141745230
2012 : CONSOLIDATED BUS TRANSIT COMPANY 401(K) PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,395
Total income from all sources (including contributions)2012-12-31$384,242
Total of all expenses incurred2012-12-31$90,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$89,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$220,808
Value of total assets at end of year2012-12-31$1,852,454
Value of total assets at beginning of year2012-12-31$1,556,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$764
Total interest from all sources2012-12-31$32
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$200,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$154,774
Participant contributions at end of year2012-12-31$2,739
Participant contributions at beginning of year2012-12-31$4,606
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$14,941
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$2,395
Other income not declared elsewhere2012-12-31$90
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$293,773
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,850,059
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,556,286
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$1,277,458
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,024,315
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$153,500
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$132,029
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$132,029
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$32
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$366,772
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$310,060
Net gain/loss from 103.12 investment entities2012-12-31$163,312
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$51,093
Employer contributions (assets) at end of year2012-12-31$51,985
Employer contributions (assets) at beginning of year2012-12-31$85,276
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$89,705
Contract administrator fees2012-12-31$764
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31LCS&Z, LLP
Accountancy firm EIN2012-12-31141745230
2011 : CONSOLIDATED BUS TRANSIT COMPANY 401(K) PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$176,709
Total of all expenses incurred2011-12-31$127,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$126,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$217,956
Value of total assets at end of year2011-12-31$1,556,286
Value of total assets at beginning of year2011-12-31$1,506,593
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$935
Total interest from all sources2011-12-31$33
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$935
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$200,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$132,561
Participant contributions at end of year2011-12-31$4,606
Participant contributions at beginning of year2011-12-31$4,670
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$49,693
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,556,286
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,506,593
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$1,024,315
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,018,998
Interest earned on other investments2011-12-31$33
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$132,029
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$124,515
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$124,515
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$310,060
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$264,893
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$85,395
Employer contributions (assets) at end of year2011-12-31$85,276
Employer contributions (assets) at beginning of year2011-12-31$93,517
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$126,081
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31LCS&Z, LLP
Accountancy firm EIN2011-12-31141745230
2010 : CONSOLIDATED BUS TRANSIT COMPANY 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$370,980
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$108,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$107,822
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$235,408
Value of total assets at end of year2010-12-31$1,506,593
Value of total assets at beginning of year2010-12-31$1,244,105
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$670
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$670
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$200,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$136,585
Participant contributions at end of year2010-12-31$4,670
Participant contributions at beginning of year2010-12-31$6,837
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,867
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$262,488
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,506,593
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,244,105
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$1,018,998
Value of interest in pooled separate accounts at beginning of year2010-12-31$794,576
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$124,515
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$99,172
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$99,172
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$264,893
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$239,327
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$98,823
Employer contributions (assets) at end of year2010-12-31$93,517
Employer contributions (assets) at beginning of year2010-12-31$102,326
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$107,822
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LCS&Z, LLP
Accountancy firm EIN2010-12-31141745230
2009 : CONSOLIDATED BUS TRANSIT COMPANY 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CONSOLIDATED BUS TRANSIT COMPANY 401(K) PLAN

2022: CONSOLIDATED BUS TRANSIT COMPANY 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CONSOLIDATED BUS TRANSIT COMPANY 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CONSOLIDATED BUS TRANSIT COMPANY 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CONSOLIDATED BUS TRANSIT COMPANY 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CONSOLIDATED BUS TRANSIT COMPANY 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CONSOLIDATED BUS TRANSIT COMPANY 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CONSOLIDATED BUS TRANSIT COMPANY 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CONSOLIDATED BUS TRANSIT COMPANY 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CONSOLIDATED BUS TRANSIT COMPANY 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CONSOLIDATED BUS TRANSIT COMPANY 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CONSOLIDATED BUS TRANSIT COMPANY 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CONSOLIDATED BUS TRANSIT COMPANY 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CONSOLIDATED BUS TRANSIT COMPANY 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CONSOLIDATED BUS TRANSIT COMPANY 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2007: CONSOLIDATED BUS TRANSIT COMPANY 401(K) PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingYes
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number801028
Policy instance 1
Insurance contract or identification number801028
Number of Individuals Covered102
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $2,053
Total amount of fees paid to insurance companyUSD $1,060
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,053
Amount paid for insurance broker fees1060
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number801028
Policy instance 1
Insurance contract or identification number801028
Number of Individuals Covered104
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $6,842
Total amount of fees paid to insurance companyUSD $7,382
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,842
Insurance broker organization code?3
Amount paid for insurance broker fees7382
Additional information about fees paid to insurance brokerTPA FEES
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number801028
Policy instance 1
Insurance contract or identification number801028
Number of Individuals Covered103
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $14,967
Total amount of fees paid to insurance companyUSD $19,461
Commission paid to Insurance BrokerUSD $14,967
Insurance broker organization code?3
Amount paid for insurance broker fees19461
Additional information about fees paid to insurance brokerTPA FEES
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number801028
Policy instance 1
Insurance contract or identification number801028
Number of Individuals Covered140
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $14,217
Total amount of fees paid to insurance companyUSD $1,395
Commission paid to Insurance BrokerUSD $2,130
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerTPA FEES
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number801028
Policy instance 1
Insurance contract or identification number801028
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number801028
Policy instance 1
Insurance contract or identification number801028
Number of Individuals Covered107
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $10,862
Total amount of fees paid to insurance companyUSD $2,210
Commission paid to Insurance BrokerUSD $10,862
Insurance broker organization code?3
Amount paid for insurance broker fees2210
Additional information about fees paid to insurance brokerTPA SERVICES
Insurance broker nameCREATIVE PENSION CONSULTANTS, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHH679
Policy instance 1
Insurance contract or identification numberPHH679
Number of Individuals Covered106
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $6,819
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $6,819
Insurance broker organization code?3
Insurance broker nameUBS FINANCIAL SERVICES INSURANCE
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number801028
Policy instance 2
Insurance contract or identification number801028
Number of Individuals Covered101
Insurance policy start date2015-09-04
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $22,085
Total amount of fees paid to insurance companyUSD $408
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Welfare Benefit Premiums Paid to CarrierUSD $0
Commission paid to Insurance BrokerUSD $22,085
Insurance broker organization code?3
Amount paid for insurance broker fees255
Insurance broker nameWILSHIRE ASSOCIATES INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHH679
Policy instance 1
Insurance contract or identification numberPHH679
Number of Individuals Covered88
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHH679
Policy instance 1
Insurance contract or identification numberPHH679
Number of Individuals Covered90
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $7,669
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $7,669
Insurance broker organization code?3
Insurance broker nameUBS FINANCIAL SERVICES INSURANCE AG
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHH679
Policy instance 1
Insurance contract or identification numberPHH679
Number of Individuals Covered89
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $6,584
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $5,492
Insurance broker organization code?3
Insurance broker nameUBS FINANCIAL SERVICES INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHH679
Policy instance 1
Insurance contract or identification numberPHH679
Number of Individuals Covered89
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,019
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHH679
Policy instance 1
Insurance contract or identification numberPHH679
Number of Individuals Covered85
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,972
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3