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COACH USA, INC. 401(K) AND SAVINGS PLAN FOR NON-REPRESENTED EMPLOYEES 401k Plan overview

Plan NameCOACH USA, INC. 401(K) AND SAVINGS PLAN FOR NON-REPRESENTED EMPLOYEES
Plan identification number 001

COACH USA, INC. 401(K) AND SAVINGS PLAN FOR NON-REPRESENTED EMPLOYEES 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

COACH USA, INC. has sponsored the creation of one or more 401k plans.

Company Name:COACH USA, INC.
Employer identification number (EIN):760496471
NAIC Classification:485110
NAIC Description: Urban Transit Systems

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COACH USA, INC. 401(K) AND SAVINGS PLAN FOR NON-REPRESENTED EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01LISA RANA LISA RANA2017-10-16
0012015-01-01LISA RANA LISA RANA2016-09-30
0012014-01-01ROSS KINNEAR ROSS KINNEAR2015-10-15
0012013-01-01LISA RANA LISA RANA2014-11-20
0012012-01-01ROSS KINNEAR ROSS KINNEAR2013-10-15
0012011-01-01ROSS KINNEAR ROSS KINNEAR2012-10-15
0012009-01-01ROSS KINNEAR ROSS KINNEAR2010-10-15

Plan Statistics for COACH USA, INC. 401(K) AND SAVINGS PLAN FOR NON-REPRESENTED EMPLOYEES

401k plan membership statisitcs for COACH USA, INC. 401(K) AND SAVINGS PLAN FOR NON-REPRESENTED EMPLOYEES

Measure Date Value
2016: COACH USA, INC. 401(K) AND SAVINGS PLAN FOR NON-REPRESENTED EMPLOYEES 2016 401k membership
Total participants, beginning-of-year2016-01-012,430
Total number of active participants reported on line 7a of the Form 55002016-01-012,145
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01134
Total of all active and inactive participants2016-01-012,279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-012,282
Number of participants with account balances2016-01-01825
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0152
2015: COACH USA, INC. 401(K) AND SAVINGS PLAN FOR NON-REPRESENTED EMPLOYEES 2015 401k membership
Total participants, beginning-of-year2015-01-012,632
Total number of active participants reported on line 7a of the Form 55002015-01-012,454
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01128
Total of all active and inactive participants2015-01-012,582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-012,585
Number of participants with account balances2015-01-01833
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0138
2014: COACH USA, INC. 401(K) AND SAVINGS PLAN FOR NON-REPRESENTED EMPLOYEES 2014 401k membership
Total participants, beginning-of-year2014-01-012,826
Total number of active participants reported on line 7a of the Form 55002014-01-012,804
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01142
Total of all active and inactive participants2014-01-012,946
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-012,949
Number of participants with account balances2014-01-01849
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0129
2013: COACH USA, INC. 401(K) AND SAVINGS PLAN FOR NON-REPRESENTED EMPLOYEES 2013 401k membership
Total participants, beginning-of-year2013-01-012,814
Total number of active participants reported on line 7a of the Form 55002013-01-012,642
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01123
Total of all active and inactive participants2013-01-012,765
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-015
Total participants2013-01-012,770
Number of participants with account balances2013-01-01843
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01179
2012: COACH USA, INC. 401(K) AND SAVINGS PLAN FOR NON-REPRESENTED EMPLOYEES 2012 401k membership
Total participants, beginning-of-year2012-01-011,993
Total number of active participants reported on line 7a of the Form 55002012-01-013,102
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01119
Total of all active and inactive participants2012-01-013,221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-016
Total participants2012-01-013,227
Number of participants with account balances2012-01-01849
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01115
2011: COACH USA, INC. 401(K) AND SAVINGS PLAN FOR NON-REPRESENTED EMPLOYEES 2011 401k membership
Total participants, beginning-of-year2011-01-011,933
Total number of active participants reported on line 7a of the Form 55002011-01-011,805
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01117
Total of all active and inactive participants2011-01-011,922
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-011,925
Number of participants with account balances2011-01-01708
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0197
2009: COACH USA, INC. 401(K) AND SAVINGS PLAN FOR NON-REPRESENTED EMPLOYEES 2009 401k membership
Total participants, beginning-of-year2009-01-012,339
Total number of active participants reported on line 7a of the Form 55002009-01-012,304
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01220
Total of all active and inactive participants2009-01-012,524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-012,525
Number of participants with account balances2009-01-01742
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01133

Financial Data on COACH USA, INC. 401(K) AND SAVINGS PLAN FOR NON-REPRESENTED EMPLOYEES

Measure Date Value
2016 : COACH USA, INC. 401(K) AND SAVINGS PLAN FOR NON-REPRESENTED EMPLOYEES 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$399,119
Total transfer of assets from this plan2016-12-31$166,184
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$173,892
Total income from all sources (including contributions)2016-12-31$6,426,731
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,748,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,581,308
Expenses. Certain deemed distributions of participant loans2016-12-31$1,067
Value of total corrective distributions2016-12-31$85,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,986,631
Value of total assets at end of year2016-12-31$36,252,162
Value of total assets at beginning of year2016-12-31$34,515,081
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$81,121
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$152,542
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$362,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$362,504
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
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
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$2,848,956
Participant contributions at end of year2016-12-31$942,768
Participant contributions at beginning of year2016-12-31$763,605
Participant contributions at end of year2016-12-31$40,786
Participant contributions at beginning of year2016-12-31$85,593
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$105,476
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$173,892
Other income not declared elsewhere2016-12-31$174,035
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,678,038
Value of net assets at end of year (total assets less liabilities)2016-12-31$36,252,162
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$34,341,189
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$23,435,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$22,425,030
Interest on participant loans2016-12-31$35,829
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$116,713
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$4,700,679
Value of interest in common/collective trusts at beginning of year2016-12-31$3,474,093
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$7,116,688
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$7,735,970
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,469,474
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$281,545
Net gain/loss from 103.12 investment entities2016-12-31$0
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$1,032,199
Employer contributions (assets) at end of year2016-12-31$15,330
Employer contributions (assets) at beginning of year2016-12-31$30,790
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,581,308
Contract administrator fees2016-12-31$81,121
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
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 name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : COACH USA, INC. 401(K) AND SAVINGS PLAN FOR NON-REPRESENTED EMPLOYEES 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$43,595
Total transfer of assets from this plan2015-12-31$492,886
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$173,892
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$82,772
Total income from all sources (including contributions)2015-12-31$3,896,036
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,346,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,236,937
Expenses. Certain deemed distributions of participant loans2015-12-31$1,311
Value of total corrective distributions2015-12-31$34,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,116,539
Value of total assets at end of year2015-12-31$34,515,081
Value of total assets at beginning of year2015-12-31$34,323,583
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$73,765
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$171,386
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$292,723
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$292,723
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
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$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Amount of non-exempt transactions with any party-in-interest2015-12-31$0
Contributions received from participants2015-12-31$2,745,833
Participant contributions at end of year2015-12-31$763,605
Participant contributions at beginning of year2015-12-31$768,473
Participant contributions at end of year2015-12-31$85,593
Participant contributions at beginning of year2015-12-31$8,574
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$409,345
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$1,082
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$173,892
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$82,772
Other income not declared elsewhere2015-12-31$-21,389
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$549,669
Value of net assets at end of year (total assets less liabilities)2015-12-31$34,341,189
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$34,240,811
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$0
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$22,425,030
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$22,942,094
Interest on participant loans2015-12-31$30,393
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$140,993
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$3,474,093
Value of interest in common/collective trusts at beginning of year2015-12-31$3,423,427
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$7,735,970
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$7,178,232
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-612,035
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$-51,188
Net gain/loss from 103.12 investment entities2015-12-31$0
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$961,361
Employer contributions (assets) at end of year2015-12-31$30,790
Employer contributions (assets) at beginning of year2015-12-31$2,783
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,235,855
Contract administrator fees2015-12-31$73,765
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
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
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
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 name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : COACH USA, INC. 401(K) AND SAVINGS PLAN FOR NON-REPRESENTED EMPLOYEES 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$198,903
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$82,772
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$144,948
Total income from all sources (including contributions)2014-12-31$5,944,160
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,708,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,644,372
Expenses. Certain deemed distributions of participant loans2014-12-31$-3,667
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,186,306
Value of total assets at end of year2014-12-31$34,323,583
Value of total assets at beginning of year2014-12-31$31,348,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$67,673
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$167,935
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$322,855
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$322,855
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
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$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Amount of non-exempt transactions with any party-in-interest2014-12-31$0
Contributions received from participants2014-12-31$2,656,129
Participant contributions at end of year2014-12-31$768,473
Participant contributions at beginning of year2014-12-31$735,055
Participant contributions at end of year2014-12-31$8,574
Participant contributions at beginning of year2014-12-31$8,252
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$597,912
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$277
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$8,621
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$82,772
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$144,948
Other income not declared elsewhere2014-12-31$42,871
Administrative expenses (other) incurred2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,235,782
Value of net assets at end of year (total assets less liabilities)2014-12-31$34,240,811
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$31,203,932
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$0
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$22,942,094
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$23,883,426
Interest on participant loans2014-12-31$30,055
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$137,880
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$3,423,427
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$7,178,232
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$6,710,721
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,076,026
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$148,167
Net gain/loss from 103.12 investment entities2014-12-31$0
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$932,265
Employer contributions (assets) at end of year2014-12-31$2,783
Employer contributions (assets) at beginning of year2014-12-31$2,805
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,644,095
Contract administrator fees2014-12-31$67,673
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
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
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
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 name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : COACH USA, INC. 401(K) AND SAVINGS PLAN FOR NON-REPRESENTED EMPLOYEES 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$59,806
Total transfer of assets from this plan2013-12-31$891,681
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$7,973,634
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,337,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,101,781
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$176,533
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,904,537
Value of total assets at end of year2013-12-31$31,339,765
Value of total assets at beginning of year2013-12-31$27,535,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$59,509
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$175,954
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$323,399
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$323,399
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
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
Amount of non-exempt transactions with any party-in-interest2013-12-31$0
Contributions received from participants2013-12-31$2,686,429
Participant contributions at end of year2013-12-31$735,055
Participant contributions at beginning of year2013-12-31$744,879
Participant contributions at end of year2013-12-31$8,254
Participant contributions at beginning of year2013-12-31$52,090
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$310,381
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$1,039
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$144,948
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$3
Administrative expenses (other) incurred2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,635,811
Value of net assets at end of year (total assets less liabilities)2013-12-31$31,339,765
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$27,535,829
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-12-31$0
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$23,883,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$20,366,468
Interest on participant loans2013-12-31$29,090
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$146,864
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$6,710,721
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$6,355,187
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,569,741
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
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$907,727
Employer contributions (assets) at end of year2013-12-31$2,309
Employer contributions (assets) at beginning of year2013-12-31$17,205
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,100,742
Contract administrator fees2013-12-31$59,509
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
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
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
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 name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : COACH USA, INC. 401(K) AND SAVINGS PLAN FOR NON-REPRESENTED EMPLOYEES 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$19,429
Total transfer of assets from this plan2012-12-31$2,054,567
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$8,670,762
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,174,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,042,834
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$88,874
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,321,570
Value of total assets at end of year2012-12-31$27,535,829
Value of total assets at beginning of year2012-12-31$23,075,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$43,250
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$152,587
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$361,252
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$361,252
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
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
Amount of non-exempt transactions with any party-in-interest2012-12-31$0
Contributions received from participants2012-12-31$1,912,040
Participant contributions at end of year2012-12-31$744,879
Participant contributions at beginning of year2012-12-31$667,690
Participant contributions at end of year2012-12-31$52,090
Participant contributions at beginning of year2012-12-31$35,815
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$3,780,098
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$44
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$3,527
Administrative expenses (other) incurred2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$6,495,804
Value of net assets at end of year (total assets less liabilities)2012-12-31$27,535,829
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$23,075,163
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-12-31$0
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-12-31$0
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$20,366,468
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$17,375,682
Interest on participant loans2012-12-31$26,012
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$126,575
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$6,355,187
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$4,983,377
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,831,826
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
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$629,432
Employer contributions (assets) at end of year2012-12-31$17,205
Employer contributions (assets) at beginning of year2012-12-31$12,599
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,042,790
Contract administrator fees2012-12-31$43,250
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
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
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
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 name2012-12-31BDO USA, LLP
Accountancy firm EIN2012-12-31135381590
2011 : COACH USA, INC. 401(K) AND SAVINGS PLAN FOR NON-REPRESENTED EMPLOYEES 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$124,722
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
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$2,487,649
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,075,946
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$946,185
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$86,132
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,576,650
Value of total assets at end of year2011-12-31$23,075,163
Value of total assets at beginning of year2011-12-31$21,788,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$43,629
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$152,478
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$313,752
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$313,752
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
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
Amount of non-exempt transactions with any party-in-interest2011-12-31$0
Contributions received from participants2011-12-31$1,924,478
Participant contributions at end of year2011-12-31$667,690
Participant contributions at beginning of year2011-12-31$618,622
Participant contributions at end of year2011-12-31$35,815
Participant contributions at beginning of year2011-12-31$30,381
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$8,484
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$2,299
Administrative expenses (other) incurred2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$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$1,411,703
Value of net assets at end of year (total assets less liabilities)2011-12-31$23,075,163
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$21,788,182
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-12-31$0
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-12-31$0
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$17,375,682
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$16,701,402
Interest on participant loans2011-12-31$26,910
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$125,568
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$4,983,377
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$4,426,899
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-557,530
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
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$643,688
Employer contributions (assets) at end of year2011-12-31$12,599
Employer contributions (assets) at beginning of year2011-12-31$10,878
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$946,185
Contract administrator fees2011-12-31$43,629
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
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
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
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 name2011-12-31TRAVISWOLFF
Accountancy firm EIN2011-12-31208185533
2010 : COACH USA, INC. 401(K) AND SAVINGS PLAN FOR NON-REPRESENTED EMPLOYEES 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$55,715
Total transfer of assets from this plan2010-12-31$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$4,834,114
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,211,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,984,928
Expenses. Certain deemed distributions of participant loans2010-12-31$535
Value of total corrective distributions2010-12-31$186,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,441,237
Value of total assets at end of year2010-12-31$21,788,182
Value of total assets at beginning of year2010-12-31$19,109,446
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$39,003
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$162,172
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$306,301
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$306,301
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
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
Amount of non-exempt transactions with any party-in-interest2010-12-31$0
Contributions received from participants2010-12-31$1,808,281
Participant contributions at end of year2010-12-31$618,622
Participant contributions at beginning of year2010-12-31$490,145
Participant contributions at end of year2010-12-31$30,381
Participant contributions at beginning of year2010-12-31$91,675
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$20,873
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 end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$76
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,623,021
Value of net assets at end of year (total assets less liabilities)2010-12-31$21,788,182
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$19,109,446
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$0
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$16,701,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$14,143,669
Interest on participant loans2010-12-31$28,748
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$133,424
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$4,426,899
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,350,420
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,924,328
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
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$612,083
Employer contributions (assets) at end of year2010-12-31$10,878
Employer contributions (assets) at beginning of year2010-12-31$33,537
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,984,928
Contract administrator fees2010-12-31$39,003
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
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
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning 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 name2010-12-31TRAVIS WOLFF, LLP
Accountancy firm EIN2010-12-31208185533
2009 : COACH USA, INC. 401(K) AND SAVINGS PLAN FOR NON-REPRESENTED EMPLOYEES 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 COACH USA, INC. 401(K) AND SAVINGS PLAN FOR NON-REPRESENTED EMPLOYEES

2016: COACH USA, INC. 401(K) AND SAVINGS PLAN FOR NON-REPRESENTED EMPLOYEES 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: COACH USA, INC. 401(K) AND SAVINGS PLAN FOR NON-REPRESENTED EMPLOYEES 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: COACH USA, INC. 401(K) AND SAVINGS PLAN FOR NON-REPRESENTED EMPLOYEES 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: COACH USA, INC. 401(K) AND SAVINGS PLAN FOR NON-REPRESENTED EMPLOYEES 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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 – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: COACH USA, INC. 401(K) AND SAVINGS PLAN FOR NON-REPRESENTED EMPLOYEES 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: COACH USA, INC. 401(K) AND SAVINGS PLAN FOR NON-REPRESENTED EMPLOYEES 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: COACH USA, INC. 401(K) AND SAVINGS PLAN FOR NON-REPRESENTED EMPLOYEES 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered2585
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $22,118
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,118
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameCETERA ADVISOR NETWORKS INSURANCE S
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered2949
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $20,253
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,253
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameCETERA ADVISOR NETWORKS INSURANCE S
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered2770
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $70,830
Total amount of fees paid to insurance companyUSD $23,639
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $52,671
Amount paid for insurance broker fees21008
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE AND PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameCETERA ADVISOR NETWORKS INSURANCE S
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered3227
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $44,075
Total amount of fees paid to insurance companyUSD $15,755
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $44,075
Amount paid for insurance broker fees15755
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE AND PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameTOWER SQUARE SECURITIES INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered1925
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $46,253
Total amount of fees paid to insurance companyUSD $28,571
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered2208
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $43,975
Total amount of fees paid to insurance companyUSD $14,849
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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