Richard P. Spencer signed New Britain Transportation Company's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
New Britain Transportation Company's EIN is 06-0467280.
Download the official 2023 Form 5500 (PDF) for New Britain Transportation Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)New Britain Transportation Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC CAPITAL MARKETS LLC | 41-1416330 | — | REGISTERED INVESTMENT ADV | $3K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * John Hancock John Hancock Lifetime Blend 2030 CIT R2 | Pooled Separate Accounts | — | — | $1.0M | 26.0% | |
| JH MULTI-INDEX 2030 PRESERV JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.0M | 26.0% | |
| John Hancock John Hancock Lifetime Blend 2035 CIT R2 | Common Collective Trusts | — | — | $857K | 22.1% | |
| JH MULTI-INDEX 2035 PRESERV JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $857K | 22.1% | |
| John Hancock John Hancock Lifetime Blend 2025 CIT R2 | Common Collective Trusts | — | — | $534K | 13.8% | |
| JH MULTI-INDEX 2025 PRESERV JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $534K | 13.8% | |
| John Hancock John Hancock Lifetime Blend 2040 CIT R2 | Common Collective Trusts | — | — | $326K | 8.4% | |
| JH MULTI-INDEX 2040 PRESERV JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $326K | 8.4% | |
| with maturity dates ranging from 2024 to 2028 | Other securities | — | — | $177K | 4.6% | |
| John Hancock John Hancock Lifetime Blend 2055 CIT R2 | Common Collective Trusts | — | — | $169K | 4.4% | |
| JH MULTI-INDEX 2055 PRESERV JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $169K | 4.4% | |
| John Hancock John Hancock Lifetime Blend 2045 CIT R2 | Common Collective Trusts | — | — | $147K | 3.8% | |
| JH MULTI-INDEX 2045 PRESERV JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $147K | 3.8% | |
| John Hancock John Hancock Lifetime Blend 2010 CIT R2 | Common Collective Trusts | — | — | $122K | 3.2% | |
| JH MULTI-INDEX 2010 PRESERV JOHN HANCOCK FUND · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $122K | 3.2% | |
| John Hancock John Hancock Lifetime Blend 2060 CIT R2 | Common Collective Trusts | — | — | $110K | 2.8% | |
| JH MULTI-INDEX 2060 PRESERV JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $110K | 2.8% | |
| John Hancock John Hancock Lifetime Blend 2050 CIT R2 | Common Collective Trusts | — | — | $87K | 2.2% | |
| JH MULTI-INDEX 2050 PRESERV JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $87K | 2.2% | |
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $80K | 2.1% | |
| JH MULTIMANAGER BALANCED LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $29K | 0.7% | |
| John Hancock John Hancock Lifetime Blend 2065 CIT R2 | Common Collective Trusts | — | — | $25K | 0.7% | |
| JH MULTI-INDEX 2065 PRESERV JOHN HANCOCK FUND · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $25K | 0.7% | |
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $23K | 0.6% | |
| JOHN HANCOCK STABLE VALUE JOHN HANCOCK FUND · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $16K | 0.4% | |
| JOHN HANCOCK BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $16K | 0.4% | |
| VANGUARD GROWTH INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $15K | 0.4% | |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $12K | 0.3% | |
| MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $9K | 0.2% | |
| JOHN HANCOCK U.S. GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $9K | 0.2% | |
| JH MULTIMANAGER CONSERV LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $7K | 0.2% | |
| PGIM JENNISON MID GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6K | 0.2% | |
| AMG RIVER ROAD MID CAP VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5K | 0.1% | |
| FUNDAMENTAL LARGE CAP VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5K | 0.1% | |
| AMERICAN FUNDS NEW PERSPECTIVE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| VANGUARD SMALL CAP VALUE INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| CAPITAL WORLD GROWTH & INCOME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| DFA U.S. SMALL CAP FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $149 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
