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FIRST STUDENT AND FIRST TRANSIT RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameFIRST STUDENT AND FIRST TRANSIT RETIREMENT SAVINGS PLAN
Plan identification number 002

FIRST STUDENT AND FIRST TRANSIT RETIREMENT SAVINGS 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

FIRSTGROUP AMERICA, INC. has sponsored the creation of one or more 401k plans.

Company Name:FIRSTGROUP AMERICA, INC.
Employer identification number (EIN):522205403
NAIC Classification:485210
NAIC Description:Interurban and Rural Bus Transportation

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRST STUDENT AND FIRST TRANSIT RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01NICOLE MCCLELLAND
0022016-01-01BARBARA TELEK
0022016-01-01
0022015-01-01DIANE SMITH DIANE SMITH2016-10-17
0022015-01-01
0022014-01-01FRANK GOTTSCHALL FRANK GOTTSCHALL2015-10-13
0022014-01-01NICOLE MCCLELLAND2018-11-02
0022013-01-01FRANK GOTTSCHALL FRANK GOTTSCHALL2014-10-14
0022013-01-01NICOLE MCCLELLAND
0022012-01-01FRANK GOTTSCHALL FRANK GOTTSCHALL2013-10-14
0022011-01-01FRANK GOTTSCHALL
0022009-01-01FRANK GOTTSCHALL
0022009-01-01FRANK GOTTSCHALL

Plan Statistics for FIRST STUDENT AND FIRST TRANSIT RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for FIRST STUDENT AND FIRST TRANSIT RETIREMENT SAVINGS PLAN

Measure Date Value
2022: FIRST STUDENT AND FIRST TRANSIT RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0149,686
Total number of active participants reported on line 7a of the Form 55002022-01-0152,724
Number of retired or separated participants receiving benefits2022-01-0125
Number of other retired or separated participants entitled to future benefits2022-01-012,433
Total of all active and inactive participants2022-01-0155,182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0161
Total participants2022-01-0155,243
Number of participants with account balances2022-01-0111,350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01106
2021: FIRST STUDENT AND FIRST TRANSIT RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0151,095
Total number of active participants reported on line 7a of the Form 55002021-01-0146,852
Number of retired or separated participants receiving benefits2021-01-0133
Number of other retired or separated participants entitled to future benefits2021-01-012,772
Total of all active and inactive participants2021-01-0149,657
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0167
Total participants2021-01-0149,724
Number of participants with account balances2021-01-0111,067
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01130
2020: FIRST STUDENT AND FIRST TRANSIT RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0160,956
Total number of active participants reported on line 7a of the Form 55002020-01-0148,575
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-012,462
Total of all active and inactive participants2020-01-0151,037
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0158
Total participants2020-01-0151,095
Number of participants with account balances2020-01-0111,316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01164
2019: FIRST STUDENT AND FIRST TRANSIT RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0165,110
Total number of active participants reported on line 7a of the Form 55002019-01-0157,407
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-013,457
Total of all active and inactive participants2019-01-0160,865
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0191
Total participants2019-01-0160,956
Number of participants with account balances2019-01-0114,299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01204
2018: FIRST STUDENT AND FIRST TRANSIT RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0169,561
Total number of active participants reported on line 7a of the Form 55002018-01-0161,565
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-013,084
Total of all active and inactive participants2018-01-0164,650
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0169
Total participants2018-01-0164,719
Number of participants with account balances2018-01-0113,994
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01141
2017: FIRST STUDENT AND FIRST TRANSIT RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0168,470
Total number of active participants reported on line 7a of the Form 55002017-01-0165,239
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-013,832
Total of all active and inactive participants2017-01-0169,072
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0168
Total participants2017-01-0169,140
Number of participants with account balances2017-01-0114,322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01116
2016: FIRST STUDENT AND FIRST TRANSIT RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0168,164
Total number of active participants reported on line 7a of the Form 55002016-01-0164,520
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-013,449
Total of all active and inactive participants2016-01-0167,970
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0174
Total participants2016-01-0168,044
Number of participants with account balances2016-01-0113,696
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01203
2015: FIRST STUDENT AND FIRST TRANSIT RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0167,603
Total number of active participants reported on line 7a of the Form 55002015-01-0164,797
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-012,976
Total of all active and inactive participants2015-01-0167,774
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0160
Total participants2015-01-0167,834
Number of participants with account balances2015-01-0113,868
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0184
2014: FIRST STUDENT AND FIRST TRANSIT RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0164,441
Total number of active participants reported on line 7a of the Form 55002014-01-0164,320
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-012,696
Total of all active and inactive participants2014-01-0167,017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0166
Total participants2014-01-0167,083
Number of participants with account balances2014-01-0113,544
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01159
2013: FIRST STUDENT AND FIRST TRANSIT RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0163,981
Total number of active participants reported on line 7a of the Form 55002013-01-0161,332
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-012,231
Total of all active and inactive participants2013-01-0163,564
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0163
Total participants2013-01-0163,627
Number of participants with account balances2013-01-0112,645
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0179
2012: FIRST STUDENT AND FIRST TRANSIT RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0165,562
Total number of active participants reported on line 7a of the Form 55002012-01-0160,677
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-012,379
Total of all active and inactive participants2012-01-0163,057
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0168
Total participants2012-01-0163,125
Number of participants with account balances2012-01-0113,092
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0166
2011: FIRST STUDENT AND FIRST TRANSIT RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0168,609
Total number of active participants reported on line 7a of the Form 55002011-01-0162,155
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-012,659
Total of all active and inactive participants2011-01-0164,815
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0157
Total participants2011-01-0164,872
Number of participants with account balances2011-01-0112,545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0168
2009: FIRST STUDENT AND FIRST TRANSIT RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0180,349
Total number of active participants reported on line 7a of the Form 55002009-01-0173,275
Number of retired or separated participants receiving benefits2009-01-016
Number of other retired or separated participants entitled to future benefits2009-01-012,324
Total of all active and inactive participants2009-01-0175,605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-0175,608
Number of participants with account balances2009-01-0112,969
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01383

Financial Data on FIRST STUDENT AND FIRST TRANSIT RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : FIRST STUDENT AND FIRST TRANSIT RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$1,494,805
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-6,594,645
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$42,655,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$41,791,165
Expenses. Certain deemed distributions of participant loans2022-12-31$178,965
Value of total corrective distributions2022-12-31$13,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$42,920,452
Value of total assets at end of year2022-12-31$308,446,327
Value of total assets at beginning of year2022-12-31$356,201,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$671,392
Total interest from all sources2022-12-31$468,504
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$528,494
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$528,494
Administrative expenses professional fees incurred2022-12-31$81,388
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
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$30,239,412
Participant contributions at end of year2022-12-31$11,322,961
Participant contributions at beginning of year2022-12-31$10,625,828
Participant contributions at end of year2022-12-31$313,682
Participant contributions at beginning of year2022-12-31$272,007
Assets. Other investments not covered elsewhere at end of year2022-12-31$3,226,241
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$4,522,299
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$5,009,085
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$69,027
Other income not declared elsewhere2022-12-31$329,930
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-49,250,003
Value of net assets at end of year (total assets less liabilities)2022-12-31$308,446,327
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$356,201,525
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$72,530
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,740,951
Value of interest in pooled separate accounts at end of year2022-12-31$226,684
Interest on participant loans2022-12-31$468,504
Value of interest in common/collective trusts at end of year2022-12-31$286,533,896
Value of interest in common/collective trusts at beginning of year2022-12-31$340,687,835
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-334,425
Net investment gain or loss from common/collective trusts2022-12-31$-50,507,600
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$7,671,955
Employer contributions (assets) at end of year2022-12-31$81,912
Employer contributions (assets) at beginning of year2022-12-31$93,556
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$41,722,138
Contract administrator fees2022-12-31$517,474
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 name2022-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2022-12-31381357951
2021 : FIRST STUDENT AND FIRST TRANSIT RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$61,776,814
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$80,141,252
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$49,150,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$48,009,796
Expenses. Certain deemed distributions of participant loans2021-12-31$326,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$36,456,064
Value of total assets at end of year2021-12-31$356,201,525
Value of total assets at beginning of year2021-12-31$386,987,755
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$814,260
Total interest from all sources2021-12-31$471,074
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
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$5,828
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$25,959,639
Participant contributions at end of year2021-12-31$10,625,828
Participant contributions at beginning of year2021-12-31$11,947,532
Participant contributions at end of year2021-12-31$272,007
Participant contributions at beginning of year2021-12-31$130,329
Assets. Other investments not covered elsewhere at end of year2021-12-31$4,522,299
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$4,586,302
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,324,842
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$568
Other income not declared elsewhere2021-12-31$2,107,626
Administrative expenses (other) incurred2021-12-31$420,709
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$30,990,584
Value of net assets at end of year (total assets less liabilities)2021-12-31$356,201,525
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$386,987,755
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$14,000
Interest on participant loans2021-12-31$471,074
Value of interest in common/collective trusts at end of year2021-12-31$340,687,835
Value of interest in common/collective trusts at beginning of year2021-12-31$370,168,413
Net investment gain or loss from common/collective trusts2021-12-31$41,106,488
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$7,171,583
Employer contributions (assets) at end of year2021-12-31$93,556
Employer contributions (assets) at beginning of year2021-12-31$155,179
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$48,009,228
Contract administrator fees2021-12-31$373,723
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 name2021-12-31PLANTE MORAN
Accountancy firm EIN2021-12-31381357951
2020 : FIRST STUDENT AND FIRST TRANSIT RETIREMENT SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$614,377
Total unrealized appreciation/depreciation of assets2020-12-31$614,377
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$188,152
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$72,431,989
Total loss/gain on sale of assets2020-12-31$20,970
Total of all expenses incurred2020-12-31$50,976,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$50,050,656
Expenses. Certain deemed distributions of participant loans2020-12-31$-39,948
Value of total corrective distributions2020-12-31$13,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$32,852,727
Value of total assets at end of year2020-12-31$386,987,755
Value of total assets at beginning of year2020-12-31$365,720,576
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$952,423
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$552,775
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$72,740
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$54,778
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
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
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$24,166,844
Participant contributions at end of year2020-12-31$11,947,532
Participant contributions at beginning of year2020-12-31$10,920,553
Participant contributions at end of year2020-12-31$130,329
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$4,586,302
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,164,541
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$63,833
Administrative expenses (other) incurred2020-12-31$952,423
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$221,620
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
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$21,455,331
Value of net assets at end of year (total assets less liabilities)2020-12-31$386,987,755
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$365,720,576
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
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 year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,002,826
Interest on participant loans2020-12-31$552,693
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$1
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$370,168,413
Value of interest in common/collective trusts at beginning of year2020-12-31$351,041,871
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$339,286
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$339,286
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$81
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$263,267
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$37,991,300
Net gain/loss from 103.12 investment entities2020-12-31$0
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$7,521,342
Employer contributions (assets) at end of year2020-12-31$155,179
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$17,962
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$50,050,656
Contract administrator fees2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$1,194,420
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$6,914,620
Aggregate carrying amount (costs) on sale of assets2020-12-31$6,893,650
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2020-12-31381357951
2019 : FIRST STUDENT AND FIRST TRANSIT RETIREMENT SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$281,848
Total unrealized appreciation/depreciation of assets2019-12-31$281,848
Total transfer of assets from this plan2019-12-31$162,679
Total liabilities at end 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$95,961,858
Total loss/gain on sale of assets2019-12-31$2,066
Total of all expenses incurred2019-12-31$45,624,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$44,722,179
Expenses. Certain deemed distributions of participant loans2019-12-31$-33,393
Value of total corrective distributions2019-12-31$60,990
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$41,562,406
Value of total assets at end of year2019-12-31$365,720,576
Value of total assets at beginning of year2019-12-31$315,545,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$874,628
Total interest from all sources2019-12-31$619,196
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$85,709
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$65,944
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
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
Contributions received from participants2019-12-31$29,592,407
Participant contributions at end of year2019-12-31$10,920,553
Participant contributions at beginning of year2019-12-31$10,559,149
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$9,213
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,270,824
Other income not declared elsewhere2019-12-31$191,807
Administrative expenses (other) incurred2019-12-31$874,628
Total non interest bearing cash at end of year2019-12-31$221,620
Total non interest bearing cash at beginning of year2019-12-31$230
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$50,337,454
Value of net assets at end of year (total assets less liabilities)2019-12-31$365,720,576
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$315,545,801
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 leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,002,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,202,334
Interest on participant loans2019-12-31$618,531
Interest earned on other investments2019-12-31$91
Value of interest in common/collective trusts at end of year2019-12-31$351,041,871
Value of interest in common/collective trusts at beginning of year2019-12-31$301,763,574
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$339,286
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$399,646
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$399,646
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$574
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$295,142
Net investment gain or loss from common/collective trusts2019-12-31$52,923,684
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$9,699,175
Income. Dividends from common stock2019-12-31$19,765
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$44,722,179
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$1,194,420
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$611,655
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$4,816,079
Aggregate carrying amount (costs) on sale of assets2019-12-31$4,814,013
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PLANTE MORAN
Accountancy firm EIN2019-12-31381357951
2018 : FIRST STUDENT AND FIRST TRANSIT RETIREMENT SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-109,404
Total unrealized appreciation/depreciation of assets2018-12-31$-109,404
Total transfer of assets from this plan2018-12-31$6,335
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$0
Total income from all sources (including contributions)2018-12-31$20,581,530
Total loss/gain on sale of assets2018-12-31$-70,319
Total of all expenses incurred2018-12-31$37,725,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$36,059,322
Expenses. Certain deemed distributions of participant loans2018-12-31$484,263
Value of total corrective distributions2018-12-31$186,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$36,795,628
Value of total assets at end of year2018-12-31$315,545,801
Value of total assets at beginning of year2018-12-31$332,695,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$994,892
Total interest from all sources2018-12-31$501,616
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$91,401
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$77,942
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
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$27,125,132
Participant contributions at end of year2018-12-31$10,559,149
Participant contributions at beginning of year2018-12-31$9,663,499
Assets. Other investments not covered elsewhere at end of year2018-12-31$9,213
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,192,959
Other income not declared elsewhere2018-12-31$35,628
Administrative expenses (other) incurred2018-12-31$994,892
Total non interest bearing cash at end of year2018-12-31$230
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-17,143,478
Value of net assets at end of year (total assets less liabilities)2018-12-31$315,545,801
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$332,695,614
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,202,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,565,699
Interest on participant loans2018-12-31$501,025
Interest earned on other investments2018-12-31$22
Value of interest in common/collective trusts at end of year2018-12-31$301,763,574
Value of interest in common/collective trusts at beginning of year2018-12-31$319,314,307
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$399,646
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$365,611
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$365,611
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$569
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-231,724
Net investment gain or loss from common/collective trusts2018-12-31$-16,431,296
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$8,477,537
Income. Dividends from common stock2018-12-31$13,459
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$36,059,322
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$611,655
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$786,498
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
Aggregate proceeds on sale of assets2018-12-31$4,359,314
Aggregate carrying amount (costs) on sale of assets2018-12-31$4,429,633
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 name2018-12-31PLANTE MORAN
Accountancy firm EIN2018-12-31381357951
2017 : FIRST STUDENT AND FIRST TRANSIT RETIREMENT SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$44,412
Total unrealized appreciation/depreciation of assets2017-12-31$44,412
Total transfer of assets from this plan2017-12-31$452,010
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$74,474,155
Total loss/gain on sale of assets2017-12-31$10,273
Total of all expenses incurred2017-12-31$32,045,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$30,971,575
Expenses. Certain deemed distributions of participant loans2017-12-31$285,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$34,526,302
Value of total assets at end of year2017-12-31$332,695,614
Value of total assets at beginning of year2017-12-31$290,718,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$788,276
Total interest from all sources2017-12-31$440,280
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$88,411
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$73,591
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
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$25,493,168
Participant contributions at end of year2017-12-31$9,663,499
Participant contributions at beginning of year2017-12-31$9,597,840
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,407,397
Other income not declared elsewhere2017-12-31$15,297
Administrative expenses (other) incurred2017-12-31$788,276
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$42,429,059
Value of net assets at end of year (total assets less liabilities)2017-12-31$332,695,614
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$290,718,565
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 registered invesment companies (eg mutual funds) at end of year2017-12-31$2,565,699
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,124,558
Interest on participant loans2017-12-31$440,097
Interest earned on other investments2017-12-31$3
Value of interest in common/collective trusts at end of year2017-12-31$319,314,307
Value of interest in common/collective trusts at beginning of year2017-12-31$277,998,711
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$365,611
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$353,890
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$353,890
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$180
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$291,631
Net investment gain or loss from common/collective trusts2017-12-31$39,057,549
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$6,625,737
Income. Dividends from common stock2017-12-31$14,820
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$30,971,575
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$786,498
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$643,566
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
Aggregate proceeds on sale of assets2017-12-31$3,636,753
Aggregate carrying amount (costs) on sale of assets2017-12-31$3,626,480
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PLANTE MORAN
Accountancy firm EIN2017-12-31381357951
2016 : FIRST STUDENT AND FIRST TRANSIT RETIREMENT SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-12,322
Total unrealized appreciation/depreciation of assets2016-12-31$-12,322
Total transfer of assets from this plan2016-12-31$-3,019
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$0
Total income from all sources (including contributions)2016-12-31$51,308,405
Total loss/gain on sale of assets2016-12-31$42,825
Total of all expenses incurred2016-12-31$36,774,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$36,133,576
Expenses. Certain deemed distributions of participant loans2016-12-31$-137,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$31,468,987
Value of total assets at end of year2016-12-31$290,718,565
Value of total assets at beginning of year2016-12-31$276,181,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$778,191
Total income from rents2016-12-31$28
Total interest from all sources2016-12-31$421,371
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$66,191
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$58,722
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
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
Contributions received from participants2016-12-31$24,134,670
Participant contributions at end of year2016-12-31$9,597,840
Participant contributions at beginning of year2016-12-31$10,649,775
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$891,172
Other income not declared elsewhere2016-12-31$22,346
Administrative expenses (other) incurred2016-12-31$778,191
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$14,533,664
Value of net assets at end of year (total assets less liabilities)2016-12-31$290,718,565
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$276,181,882
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,124,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,323,658
Interest on participant loans2016-12-31$421,325
Value of interest in common/collective trusts at end of year2016-12-31$277,998,711
Value of interest in common/collective trusts at beginning of year2016-12-31$263,366,016
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$353,890
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$405,051
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$405,051
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$46
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$71,894
Net investment gain or loss from common/collective trusts2016-12-31$19,227,085
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$6,443,145
Income. Dividends from common stock2016-12-31$7,469
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$36,133,576
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$643,566
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$437,382
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$4,500,008
Aggregate carrying amount (costs) on sale of assets2016-12-31$4,457,183
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PLANTE MORAN
Accountancy firm EIN2016-12-31381357951
2015 : FIRST STUDENT AND FIRST TRANSIT RETIREMENT SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-159,978
Total unrealized appreciation/depreciation of assets2015-12-31$-159,978
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$24,547,646
Total loss/gain on sale of assets2015-12-31$72,139
Total of all expenses incurred2015-12-31$34,035,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$32,064,281
Expenses. Certain deemed distributions of participant loans2015-12-31$1,180,823
Value of total corrective distributions2015-12-31$18,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$30,612,245
Value of total assets at end of year2015-12-31$276,181,882
Value of total assets at beginning of year2015-12-31$285,669,969
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$772,589
Total interest from all sources2015-12-31$502,445
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$58,226
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$50,733
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
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
Contributions received from participants2015-12-31$23,072,686
Participant contributions at end of year2015-12-31$10,649,775
Participant contributions at beginning of year2015-12-31$14,439,600
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,269,312
Other income not declared elsewhere2015-12-31$2,449
Administrative expenses (other) incurred2015-12-31$772,589
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-9,488,087
Value of net assets at end of year (total assets less liabilities)2015-12-31$276,181,882
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$285,669,969
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,323,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,486,501
Interest on participant loans2015-12-31$502,405
Value of interest in common/collective trusts at end of year2015-12-31$263,366,016
Value of interest in common/collective trusts at beginning of year2015-12-31$269,105,299
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$405,051
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$314,980
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$314,980
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$40
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-138,241
Net investment gain or loss from common/collective trusts2015-12-31$-6,401,639
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$6,270,247
Income. Dividends from common stock2015-12-31$7,493
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$32,064,281
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$437,382
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$323,589
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$3,890,847
Aggregate carrying amount (costs) on sale of assets2015-12-31$3,818,708
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PLANTE MORAN
Accountancy firm EIN2015-12-31381357951
2014 : FIRST STUDENT AND FIRST TRANSIT RETIREMENT SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-28,316
Total unrealized appreciation/depreciation of assets2014-12-31$-28,316
Total transfer of assets from this plan2014-12-31$27,932
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$37,926,739
Total loss/gain on sale of assets2014-12-31$33,560
Total of all expenses incurred2014-12-31$33,716,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$32,542,945
Expenses. Certain deemed distributions of participant loans2014-12-31$452,039
Value of total corrective distributions2014-12-31$44,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$28,475,515
Value of total assets at end of year2014-12-31$285,669,969
Value of total assets at beginning of year2014-12-31$281,487,456
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$676,533
Total interest from all sources2014-12-31$596,839
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$52,007
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$47,489
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
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
Contributions received from participants2014-12-31$21,526,877
Participant contributions at end of year2014-12-31$14,439,600
Participant contributions at beginning of year2014-12-31$14,157,602
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$927,171
Other income not declared elsewhere2014-12-31$53,839
Administrative expenses (other) incurred2014-12-31$676,533
Total non interest bearing cash at beginning of year2014-12-31$30,698
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$4,210,445
Value of net assets at end of year (total assets less liabilities)2014-12-31$285,669,969
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$281,487,456
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$1,486,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$530,507
Interest on participant loans2014-12-31$596,819
Value of interest in common/collective trusts at end of year2014-12-31$269,105,299
Value of interest in common/collective trusts at beginning of year2014-12-31$266,492,452
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$314,980
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$106,417
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$106,417
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$20
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$57,462
Net investment gain or loss from common/collective trusts2014-12-31$8,685,833
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$6,021,467
Income. Dividends from common stock2014-12-31$4,518
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$32,542,945
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$323,589
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$169,780
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$4,007,689
Aggregate carrying amount (costs) on sale of assets2014-12-31$3,974,129
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PLANTE MORAN
Accountancy firm EIN2014-12-31381357951
2013 : FIRST STUDENT AND FIRST TRANSIT RETIREMENT SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$41,953
Total unrealized appreciation/depreciation of assets2013-12-31$41,953
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$64,210,533
Total loss/gain on sale of assets2013-12-31$6,729
Total of all expenses incurred2013-12-31$41,283,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$40,580,450
Expenses. Certain deemed distributions of participant loans2013-12-31$-93,011
Value of total corrective distributions2013-12-31$1,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$26,345,502
Value of total assets at end of year2013-12-31$281,487,456
Value of total assets at beginning of year2013-12-31$258,560,327
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$794,702
Total interest from all sources2013-12-31$585,652
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$703,842
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$702,935
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
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
Contributions received from participants2013-12-31$20,193,287
Participant contributions at end of year2013-12-31$14,157,602
Participant contributions at beginning of year2013-12-31$13,389,166
Participant contributions at beginning of year2013-12-31$361,031
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,205,563
Other income not declared elsewhere2013-12-31$54,092
Administrative expenses (other) incurred2013-12-31$794,702
Total non interest bearing cash at end of year2013-12-31$30,698
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$22,927,129
Value of net assets at end of year (total assets less liabilities)2013-12-31$281,487,456
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$258,560,327
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$530,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$144,477,101
Interest on participant loans2013-12-31$585,652
Value of interest in common/collective trusts at end of year2013-12-31$266,492,452
Value of interest in common/collective trusts at beginning of year2013-12-31$99,223,231
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$106,417
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$21,284,809
Net investment gain or loss from common/collective trusts2013-12-31$15,187,954
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$4,946,652
Employer contributions (assets) at beginning of year2013-12-31$1,109,798
Income. Dividends from common stock2013-12-31$907
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$40,580,450
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$169,780
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$1,060,752
Aggregate carrying amount (costs) on sale of assets2013-12-31$1,054,023
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PLANTE MORAN
Accountancy firm EIN2013-12-31381357951
2012 : FIRST STUDENT AND FIRST TRANSIT RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets from this plan2012-12-31$844,192
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$52,852,790
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$31,144,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$30,557,104
Expenses. Certain deemed distributions of participant loans2012-12-31$-52,339
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$27,287,361
Value of total assets at end of year2012-12-31$258,560,327
Value of total assets at beginning of year2012-12-31$237,696,104
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$639,610
Total interest from all sources2012-12-31$538,196
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$4,505,742
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$4,505,742
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
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
Contributions received from participants2012-12-31$19,420,469
Participant contributions at end of year2012-12-31$13,389,166
Participant contributions at beginning of year2012-12-31$12,937,442
Participant contributions at end of year2012-12-31$361,031
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$925,675
Other income not declared elsewhere2012-12-31$29,704
Administrative expenses (other) incurred2012-12-31$639,610
Total non interest bearing cash at beginning of year2012-12-31$2,609
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$21,708,415
Value of net assets at end of year (total assets less liabilities)2012-12-31$258,560,327
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$237,696,104
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$144,477,101
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$127,751,984
Interest on participant loans2012-12-31$538,196
Value of interest in common/collective trusts at end of year2012-12-31$99,223,231
Value of interest in common/collective trusts at beginning of year2012-12-31$97,004,069
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$14,386,633
Net investment gain or loss from common/collective trusts2012-12-31$6,105,154
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 contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$6,941,217
Employer contributions (assets) at end of year2012-12-31$1,109,798
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$30,557,104
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 name2012-12-31DELOITTE & TOUCHE
Accountancy firm EIN2012-12-31133891517
2011 : FIRST STUDENT AND FIRST TRANSIT RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets from this plan2011-12-31$6,898
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$24,519,945
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$27,094,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$26,186,125
Expenses. Certain deemed distributions of participant loans2011-12-31$563,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$25,831,679
Value of total assets at end of year2011-12-31$237,696,104
Value of total assets at beginning of year2011-12-31$240,277,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$345,148
Total interest from all sources2011-12-31$570,221
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,242,591
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$2,242,591
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
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
Contributions received from participants2011-12-31$18,853,778
Participant contributions at end of year2011-12-31$12,937,442
Participant contributions at beginning of year2011-12-31$12,530,341
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,277,658
Other income not declared elsewhere2011-12-31$125,029
Administrative expenses (other) incurred2011-12-31$345,148
Total non interest bearing cash at end of year2011-12-31$2,609
Total non interest bearing cash at beginning of year2011-12-31$2,605
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-2,574,682
Value of net assets at end of year (total assets less liabilities)2011-12-31$237,696,104
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$240,277,684
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$127,751,984
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$134,029,779
Interest on participant loans2011-12-31$570,221
Value of interest in common/collective trusts at end of year2011-12-31$97,004,069
Value of interest in common/collective trusts at beginning of year2011-12-31$93,714,959
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-7,339,051
Net investment gain or loss from common/collective trusts2011-12-31$3,089,476
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$5,700,243
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$26,186,125
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
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 name2011-12-31DELOITTE & TOUCHE
Accountancy firm EIN2011-12-31133891517
2010 : FIRST STUDENT AND FIRST TRANSIT RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$1,444,456
Total transfer of assets from this plan2010-12-31$992,953
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$46,011,349
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$27,622,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$26,633,703
Value of total corrective distributions2010-12-31$1,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$24,359,614
Value of total assets at end of year2010-12-31$240,277,684
Value of total assets at beginning of year2010-12-31$221,437,674
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$987,502
Total interest from all sources2010-12-31$607,092
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,958,826
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$1,958,826
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
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
Contributions received from participants2010-12-31$18,579,966
Participant contributions at end of year2010-12-31$12,530,341
Participant contributions at beginning of year2010-12-31$11,265,308
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$439,022
Other income not declared elsewhere2010-12-31$498,232
Administrative expenses (other) incurred2010-12-31$987,502
Total non interest bearing cash at end of year2010-12-31$2,605
Total non interest bearing cash at beginning of year2010-12-31$-245,728
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$18,388,507
Value of net assets at end of year (total assets less liabilities)2010-12-31$240,277,684
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$221,437,674
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$134,029,779
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$118,296,662
Interest on participant loans2010-12-31$607,092
Value of interest in common/collective trusts at end of year2010-12-31$93,714,959
Value of interest in common/collective trusts at beginning of year2010-12-31$92,121,432
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$12,584,155
Net investment gain or loss from common/collective trusts2010-12-31$6,003,430
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$5,340,626
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$26,633,703
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
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 name2010-12-31DELOITTE & TOUCHE
Accountancy firm EIN2010-12-31133891517
2009 : FIRST STUDENT AND FIRST TRANSIT RETIREMENT SAVINGS 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 FIRST STUDENT AND FIRST TRANSIT RETIREMENT SAVINGS PLAN

2022: FIRST STUDENT AND FIRST TRANSIT RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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 planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FIRST STUDENT AND FIRST TRANSIT RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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 planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FIRST STUDENT AND FIRST TRANSIT RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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 planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FIRST STUDENT AND FIRST TRANSIT RETIREMENT SAVINGS 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 planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FIRST STUDENT AND FIRST TRANSIT RETIREMENT SAVINGS 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 planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FIRST STUDENT AND FIRST TRANSIT RETIREMENT SAVINGS 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 planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FIRST STUDENT AND FIRST TRANSIT RETIREMENT SAVINGS 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 planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FIRST STUDENT AND FIRST TRANSIT RETIREMENT SAVINGS 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 planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FIRST STUDENT AND FIRST TRANSIT RETIREMENT SAVINGS 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 planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FIRST STUDENT AND FIRST TRANSIT RETIREMENT SAVINGS 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 planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FIRST STUDENT AND FIRST TRANSIT RETIREMENT SAVINGS 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 planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FIRST STUDENT AND FIRST TRANSIT RETIREMENT SAVINGS 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 planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: FIRST STUDENT AND FIRST TRANSIT RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple 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 planYes
2009-01-01Plan funding arrangement – TrustYes
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 number332950
Policy instance 1
Insurance contract or identification number332950
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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