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Original filing (PDF)20250214141211NAL0048026626001
CASCO BAY ISLAND TRANSIT DISTRICT
Form 5500-SF
FILING_RECEIVED
CASCO BAY ISLAND TRANSIT DISTRICT MONEY PURCHASE PENSION PLAN
Defined-contribution retirement plan
Active participants
46
Accounts w/ balance
53
Plan assets (EOY)
$14.4M
Net assets (EOY)
$14.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CASCO BAY ISLAND TRANSIT DISTRICT.
Plan sponsor
Name
CASCO BAY ISLAND TRANSIT DISTRICT
EIN
01-0377080
Address
56 COMMERCIAL STREET · P.O. BOX 4656 · PORTLAND, ME · 041124656
Phone
(207) 774-7871
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-02-14
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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